Portals and memberships template
Client portal
A logged-in space where each client sees their own files, requests and invoices.
What you get
- Client accounts with invitations
- Documents and file uploads
- Open requests with a status
- Invoices with online payment
The prompt
Copy it and paste it into YeshBe. Change the details before or after, both work.
Prompt
A client portal for my accounting firm: each client logs in and sees their documents, open requests and invoices, can upload files, and gets an email when something needs their attention.
Then make it yours
Every change is another message. A few to try:
- Add a message thread for each client
- Add our logo and colours
- Let clients approve documents
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Paid content behind a subscription, with accounts and billing.
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A personal site that shows your work, tells your story and lets clients reach you.
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