Content calendar and the client portal
12 min
Draft the month, edit each piece, send the proposals, and the client approves, declines or asks for changes.
Step 1 of 5
Give the company a portal
Settings → Modules → Client portal on, then open the company (Contacts → Companies) and switch on Client portal. Choose an assistant first. Add people under Portal access: they sign in with an email link that works once and expires in 15 minutes. The portal needs a Pro or Business plan.
Good to know
Reminders
In Modules set Hours before reminding the client to review: one reminder if a version or the month’s proposals wait that long. 0 or empty means never.
Ask what to push
“Ask the customer what to push next month” sends one message in the portal chat, signed by you.
Next guides
Want to see it with your own assistant?
Sign in and try it, or ask for a demo and we will walk you through it.
Request a demo