A branded portal for clients, students and applicants
13
features
1
automations out of the box
1 panel
replaces client, student tools
Every plan
free forever included
Overview
Client & Student Portal in one page.
One branded place where clients, students and applicants see what concerns them — instead of asking by email.
“The result
Fewer status-update emails and a better experience for the people you serve.
Key capabilities
- Client, student and applicant dashboards
- Invoices, payments and documents
- Tests and certificates
- Messages with your team
- Rewards and referrals
What it covers
Replaces
Client, student & applicant portals
Best for
Clients · Students · Applicants · Your team
From start to finish
- 1Invite or register
- 2See their world
- 3Act
- 4Stay engaged
Why teams use it
What Client & Student Portal gives you that separate tools don't.
It replaces client, student & applicant portals — as one panel inside the same platform, on the same login and the same data.
Fewer status-update emails — people check for themselves
One branded place for projects, invoices, tests and messages
Self-service sign-up and account management
Rewards and referrals keep people coming back
Who uses it
One panel, the right view for everyone.
People see and do only what their role allows, so each person gets a screen that fits their job.
Clients
See projects, milestones, invoices and documents; pay online.
Students
Follow their program, schedule, assignments, tests and certificates.
Applicants
Track their application, interviews and assessments.
Your team
Manage portal users and see what they do.
How it works
From start to finish, step by step.
One branded place where clients, students and applicants see what concerns them — instead of asking by email.
- 1
Step 01
Invite or register
People join with self-service sign-up or an invitation.
- 2
Step 02
See their world
Each person sees only their own projects, program or application.
- 3
Step 03
Act
Pay invoices, submit work, take tests, message your team.
- 4
Step 04
Stay engaged
Rewards, referrals and a wallet keep them coming back.
13 features
Every Client & Student Portal feature, explained.
Grouped the way the panel's own menu groups them. All of it is included in every plan.
For clients
4 featuresProjects & milestones
Progress they can see
Invoices & payments
Pay online
Documents
Shared files
Messages & meetings
Talk to your team
For students
4 featuresProgram & schedule
Curriculum and classes
Assignments & projects
Submit and get feedback
Attendance
See your record
Tests & certificates
Take tests, download certificates
For applicants & everyone
5 featuresApplication & interviews
Track the application
Journey
Where you are in the process
Rewards, referrals & wallet
Earn and spend credits
Notifications & settings
Choose what reaches you
Profile & registration
Self-service sign-up and account
Runs automatically
Client & Student Portal works while you don't.
These happen on their own — notifications, reminders and hand-offs to other panels. Every run is logged, and you can pause any workflow.
Notify portal users about new invoices, messages and tests
Build your own in Workspace → Automations.
Connected panels
Nothing is re-typed. Everything is connected.
Client & Student Portal shares one database with every other panel, so work moves between teams on its own.
Run Client & Student Portal — and every other panel — free.
Every panel and every feature is included in every plan, starting free forever for one person.
FAQs
Questions, answered.
Still deciding? These are the things people ask before they start.
What can I ask the AI?
Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.
Can the AI change my data?
No. Questions are answered with read-only queries, and the AI only uses data the person asking is allowed to see.
Do I need to write code to automate things?
No. Workflows are built from a trigger, optional conditions and actions on a settings screen, starting from ready-made templates.
Can I build an AI assistant on my own documents?
Yes. Create a bot with your instructions and knowledge files, choose who can use it, and track its usage and cost.
Can AI answer my website visitors?
Yes. The website chatbot answers from a knowledge base you control, and Conversation AI adds voice. Every conversation is logged for review.