Learn PortalKit
step by step.
Practical video walkthroughs covering every feature — from setting up your first portal to collecting payments and e-signatures.
Welcome to PortalKit — Full Walkthrough
A complete overview of the PortalKit dashboard, your workspace, and the client portal experience from both sides.
All guides
10 videos
Sending Invoices & Getting Paid
Create invoices from accepted quotations or from scratch, add payment links, and track paid/overdue status.
Uploading Files & Getting Client Approvals
Upload deliverables to a project, notify the client, and manage their approval or change-request feedback.
Customising Your Client Portal
Change portal colours, logo, custom domain, and the welcome message clients see when they log in.
Managing Your Client List
How to add, edit, archive clients and organise them effectively as your roster grows.
Creating Projects & Tracking Progress
Create projects under a client, set due dates, track status, and attach deliverables.
Creating & Sending Quotations
Build line-item quotations, set expiry dates, and let clients accept or request changes directly from their portal.
Setting Up Your Business Profile
Configure your business name, logo, and brand colors so your client portal looks professional from day one.
Using Milestones to Structure Client Work
Break projects into milestones, mark them complete, and give clients visibility into progress.
Inviting Your First Client & Sending a Portal Link
Learn how to create a client, send them access to their portal, and manage what they can see.
Ready to impress your clients?
Set up your first portal in minutes. No code, no complexity.