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How Do Client Portals Work?
How Do Client Portals Work?

Learn how to direct your clients to their Bloom Portal with the following steps:

Daniel avatar
Written by Daniel
Updated over a week ago

Bloom's client portal is a great way for your clients to see their invoices, contracts, and assets, along with any other project info.

For your clients to have a client portal, you will need to have a Bloom project, with the client as the main contact in the project.

Go to the projects tab, and select the project that has a client that wants a portal. If you don't have a project, click "Create Project" on the top right.

After you've created a project, look at the contact in the project. You will see client portal-related buttons, such as "Preview" and "Copy Invite URL".

Click view portal to see what the portal will look like for your client.

Copy and send the invite URL to your client, so they can log in.

Your client must use the email associated with the Bloom project to log in.

When your client is creating their password, they will see their name, email, and a place to create a password.

After your client creates their account, they will have access to the portal. They can see and pay invoices, sign contracts, download galleries, view project info, upload or download shared assets, and more.

At any point, your client may go to your Bloom subdomain, (starting with HTTPS, ending with i.e.

Going to this domain will prompt your client to log in.

It is important to note that if you are not using a Bloom Portfolio, you should go to Public Pages > Portfolio, and make sure it is set to offline.

If your Portfolio is live, there will still be a "Log in" button for your clients to access the portal.

If you have your website off, then all your clients will see are the text fields to log in to their portal, as well as your logo.

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