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Client portal

The client portal gives clients one place to review their projects, bookings, documents, and messages with your studio.

What appears in the portal

A client sees only work connected to their account. For each project or booking, they can review:

  • Date, time, and location.
  • Contracts.
  • Invoices.
  • Questionnaires.
  • Studio messages and client replies.

Drafts stay private. Publish or send a document before the client can open it from the portal.

Sign in and choose the right work

Clients sign in with the email address saved on their contact. They do not need a studio team account.

On the portal login page, they enter that email and choose Send login code. They then enter the emailed code and select Verify code.

After signing in, the client sees three tabs: Your project, Documents, and Messages.

To switch to another project or booking, or to another studio they work with, the client opens the account menu (their initials, top right) and chooses from Booking or Studio. These choices appear when they have more than one.

Your project

Your project shows:

  • The selected project or booking. Choose View details to see its date, time, and location.
  • The next thing to do, such as signing a contract or paying an invoice, with a button to open it. When nothing is waiting, it shows Nothing to do right now.
  • The client’s documents.
  • The latest message from your studio, with Open conversation.

Messages

The Messages tab keeps the studio conversation attached to the selected project or booking. Clients can:

  • Read messages with the studio.
  • Search the loaded messages by sender, subject, date, or text.
  • Write a message under Message your studio and choose Send message.

Replies stay with the selected project or booking. The studio must start the conversation before the client can reply. Clients can choose Load older messages to see earlier messages.

Documents

The Documents tab lists each contract, invoice, and questionnaire with its status, such as Awaiting signature, Awaiting payment, or Submitted. Invoices also show the amount.

Each document has a button for what the client can do next: Sign, Pay, Complete, or View. Documents open in a new tab, and the portal updates after the client signs, pays, or submits their answers.

If more documents are available, clients can choose Load more documents.

What the studio controls

Manage what clients see from your usual LYGHTBOX pages:

  • Edit dates and other details from the project or booking.
  • Contracts appear after they are published or sent to the client.
  • Invoices appear after they are published or sent.
  • Questionnaires appear after a questionnaire request is sent.
  • Messages come from the related project or booking conversation.

If something is missing, open the project or booking to update its details or send the document.

Help a client recover

If a client cannot find an item:

  1. In the account menu, confirm they chose the right Studio and Booking.
  2. On Documents, have them choose Load more documents if it appears. On Messages, have them choose Load older messages.
  3. Confirm the document is published or sent and still active.
  4. Confirm the document belongs to that project or booking and has a public link.
  5. If sign-in fails or no studio appears, confirm the email on their contact. Have the client return to the portal login page and request a fresh sign-in code using that address.