--- title: Client Portal Overview - What Clients See in Kenly description: Understand the client portal experience in Kenly including forms, files, contracts, tasks, meetings, and billing. keywords: client portal, client dashboard, client view, portal features, client experience ---
Client Portal Overview
Skill Level: 🟢 Basic The Client Portal is where your clients interact with everything you share — forms, files, contracts, tasks, meetings, and invoices. It's fully branded with your logo and colors. ---How Clients Access the Portal
Clients receive a magic link via email when you invite them.- No password needed
- Works on desktop and mobile
- Secure, one-click login ---
- Progress bar — Overall onboarding completion
- Pending tasks — What needs to be done next
- Recent activity — Latest updates from your agency
- Quick actions — Submit forms, view contracts, etc. ---
- View all assigned forms
- Fill out and submit forms
- Save drafts (if enabled)
- Upload files as part of form fields Status Indicators:
- 🔴 Not Started
- 🟡 In Progress
- 🟢 Submitted ---
- View files you've shared with them
- Download files (PDFs, images, documents)
- Upload files when requested Example Files:
- Brand guidelines
- Contract templates
- Marketing materials
- Project deliverables ---
- View contracts you've uploaded
- Review contract terms
- E-sign contracts directly in the portal Status Indicators:
- 🔴 Pending Signature
- 🟢 Signed ---
- All tasks assigned to them
- Task descriptions and deadlines
- Checkbox to mark tasks complete Example Tasks:
- [ ] Grant access to Google Analytics
- [ ] Approve campaign themes
- [ ] Share social media logins ---
- View scheduled meetings
- See meeting links (Zoom, Google Meet, etc.)
- Request to reschedule meetings Meeting Details:
- Date and time
- Duration
- Meeting link
- Notes or agenda ---
- View invoices
- See payment status
- Download invoices as PDF Status Indicators:
- 🔴 Unpaid
- 🟢 Paid ---
- Leave feedback about the onboarding process
- Rate their experience (1–5 stars)
- Submit comments or suggestions ---
- New forms assigned
- New files shared
- Contract ready for signature
- Task deadlines approaching
- Meeting reminders
- Invoice due dates Frequency: Clients control notification preferences in their portal settings. ---
- iPhone and Android
- Tablets
- Desktop browsers Clients can complete onboarding from anywhere. ---
- Your logo in the header
- Your brand colors (buttons, links, accents)
- Your custom font (if set) This creates a seamless, professional experience. ---
- All data is encrypted in transit and at rest
- Magic links expire after 24 hours
- Clients can only see their own data
- GDPR and SOC 2 compliant ---
- Edit your forms or templates
- See other clients' data
- Access your agency dashboard
- Invite other users The portal is view and submit only for clients. ---
- Customize portal branding
- Set up email notifications
- Invite your first client
- View portal as a client