Client Portal

The Client Portal is a dedicated area where your clients can log in and manage their relationship with your business. Instead of calling or messaging you for updates, clients can check their appointment history, view project progress, approve deliverables, and more — all on their own.

What Is the Client Portal?

Every GoConverso professional gets a client portal at:

goconverso.com/{username}/portal

This is a separate, secure area of your website designed specifically for your clients. It is not the same as your public website — only authenticated clients can access it.

The portal gives clients a centralized dashboard where they can:

• View upcoming and past appointments
• Track service orders and their status
• Monitor project progress and deliverables
• Approve or request changes on deliverables
• See their booking and spending history

Portal Login (OTP-Based)

The Client Portal uses passwordless authentication via one-time passwords (OTP). Clients never need to create or remember a password.

How Client Records Are Linked

The portal matches the email address entered at login against your Client Management database:

• If the email matches an existing client, the portal loads their data
• If the email does not match any client, the login is rejected with a friendly message
• Clients are automatically added to your database when they book an appointment, so most returning clients can access the portal without any setup

What Clients Can Do

View Appointments

Clients see a list of their upcoming and past appointments with your business, including:

• Service name
• Date and time
• Status (pending, confirmed, completed, cancelled, no-show)
• Staff member assigned (if applicable)

They can see their complete appointment history, sorted by date.

Track Service Orders

If you use the Service Orders app, clients can:

• View all their open and completed service orders
• Check the current status of each order (received, in progress, ready, delivered)
• See estimated completion dates
• View order details and pricing

Monitor Projects

If you use the Projects app, clients can:

• View all projects associated with their account
• See project progress (percentage complete)
• Review individual deliverables within a project
• Download files attached to deliverables
• Approve or request changes on completed deliverables
• Communicate with you through the project chat

View Digital Products

Clients who have purchased digital products can access them directly from the portal, including download links and access to purchased content.

Portal Customization

On Plus plans and above, you can customize the look and feel of the Client Portal using the Portal Template Editor. This is a separate editor from the Website Builder, specifically designed for the portal experience.

Portal Sections

The portal is built from modular sections that you can configure:

Section Variants

Each portal section has multiple design variants with tier requirements:

Branding

Customize the portal to match your brand:

• Logo — Display your business logo in the portal header
• Business name — Shown in the header and greeting
• Color scheme — The portal inherits your website’s theme colors
• Gradient scheme — Choose from preset gradient options for the header

Portal Login Page Customization

You can also customize the login page that clients see before authenticating:

• Login form style — Choose between different form layouts
• Background — Set a custom background color or image
• Welcome text — Customize the greeting and instructions
• Branding — Display your logo and business name on the login page

The Portal Login Template Editor is separate from both the Website Builder and the Portal Template Editor, giving you full control over the first impression clients have when accessing your portal.

Portal URL Structure

The Client Portal is accessible at a predictable URL:

https://goconverso.com/{username}/portal

If you have a custom domain configured, the portal is also accessible at:

https://yourdomain.com/portal

Portal vs Public Website

Setting Up the Client Portal

Security

The Client Portal is designed with security as a priority:

• OTP authentication — No passwords to steal or leak
• Email verification — Only verified email owners can access their data
• Session management — Sessions expire on browser close
• Row-Level Security (RLS) — Database policies ensure clients can only see their own data
• Data isolation — Each client can only access appointments, orders, and projects linked to their email

Plan Comparison

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