Laura Elizabeth is a designer and the founder of 3 products: Client Portal (a super simple way to store your clients' deliverables), Design Academy (a design course for developers), and Project Pack (sets of templates and documents for freelancers and agencies).
Your client portals can now name themselves
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Hey Reader, Small update worth a quick mention if you let clients register for their own portals. Until now, every portal created that way got the same default name, which gets confusing fast when you've got a few dozen of them. In 5.8.1 you can have each one name itself using the client's details instead. Drop Plain titles still behave exactly as before, so nothing changes until you decide it should. There are a few fixes in this release too, including a WordPress 7.0 fix for pattern editing and a couple of private file tidy-ups. The full write-up is on the blog, and there's a help doc on self-registration if you've not set it up before. To get it, just update from your WordPress dashboard. Questions? Hit reply. –Laura P.S. The next release is a big one. We're building a full library of ready-made portal templates you can add to your site with a single click, so getting started (or spinning up a new portal) is a lot faster. We're putting the list together now, so if there's a type of portal you'd love to see in there, just hit reply and tell me. I read every one. |
Laura Elizabeth
Laura Elizabeth is a designer and the founder of 3 products: Client Portal (a super simple way to store your clients' deliverables), Design Academy (a design course for developers), and Project Pack (sets of templates and documents for freelancers and agencies).
Hey Reader, If you've set up Client Portal and then stalled on what to put in it, build the onboarding one first. Most of us sell some version of a core service plus a few extras, or a handful of separate services. But onboarding sits outside all of that. It isn't something you sell, it's what happens before any of it starts, and it runs the same way no matter which service the client ends up buying. That's what makes it the easiest portal to build. It's near enough identical for every...
Hey Reader, Whatever you sell, and however you've structured it, onboarding sits outside all of it. It isn't one of your services. It's what happens before any of them start, and it runs more or less the same way no matter what the client ends up buying. Same contract, same questionnaire, same request for logos and brand files, same explanation of how you work and how quickly you reply to things. You've probably written that explanation eight times in eight different emails. Which is a good...
Hey Reader, A little while back, Cheryl Porcelijn had me on De Podcast voor Webdesigners - her weekly podcast for web designers. It's normally in Dutch, but this episode is in English, and we talked about Client Portal: how it got started, what it's actually for, and some of the ways people are using it that I didn't originally anticipate. Cheryl has been using Client Portal with her own web design clients for years - and more recently as a companion to her course - so the conversation felt...