Inviting Your First Client & Sending a Portal Link — PortalKit Guides | PortalKit

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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.

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Welcome to PortalKit — Full Walkthrough

Getting Started

Welcome to PortalKit — Full Walkthrough

A complete overview of the PortalKit dashboard, your workspace, and the client portal experience from both sides.

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Getting Started

Setting Up Your Business Profile

Configure your business name, logo, and brand colors so your client portal looks professional from day one.

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Sending Invoices & Getting Paid

Sending Invoices & Getting Paid

Create invoices from accepted quotations or from scratch, add payment links, and track paid/overdue status.