✨ What Is the Client Portal?
 

The Client Portal is a secure, modern, and client-friendly workspace where customers can view, manage, and interact with all services provided by your organization — in one beautifully organized interface.
 

Instead of scattered emails, calls, and files, everything the client needs is available in one clean dashboard, accessible anytime.
 

- Why the Client Portal Matters
 

For Clients
 

✔ Full transparency
✔ Easy access to information
✔ No waiting for updates
✔ Clear progress tracking
✔ Self-service convenience
 

For Businesses
 

✔ Fewer support requests
✔ Faster communication
✔ Stronger client trust
✔ Professional brand experience
✔ Scalable operations
 

- Portal Layout – Simple & Intuitive Navigation
 

At the top of the portal, clients see a clean navigation bar with clearly labeled tabs:
 

• Projects

• Invoices

• Product

• Appointment

• Room
   

Only the tabs relevant to the client are visible, keeping the experience focused and uncluttered.
 

- Projects – Visual Project Tracking & Collaboration
 

- What the Projects Page Is
 

The Projects section is the heart of the Client Portal.

It shows clients exactly what is happening, what is done, and what is pending — visually and clearly.
 

- Mission Statistics – Instant Progress Insight
 

At the top, clients see a color-coded progress bar divided into:
 

•  To Do – Planned work

•  Queries – Waiting for input

•  Testing – Under review

•  Done – Completed tasks
   

Each section shows percentages, giving clients an immediate understanding of progress — no explanations needed.
 

- Project List – Clean & Informative
 

Below the statistics, projects are displayed in a structured table showing:
 

• Project name

• Assigned team members

• Creation date

• Status badges

• Task counts

• Message indicators
   

Clients can search, filter, and sort without confusion.
 

- Project Detail Panel – Everything in One Place
 

When a project is opened, a side panel slides in smoothly, revealing:
 

✔ Project information
✔ Task boards (To Do → Done)
✔ Team members
✔ Project chat
✔ Files & documents
 

This design keeps clients focused — no page reloads, no clutter.
 

- Invoices – Clear Financial Visibility
 

- What Clients See
 

The Invoices section presents billing information in a clean, professional table:
 

• Invoice number

• Amount & currency

• Payment status (Paid / Unpaid)

• Due dates

• Download & view actions
   

Clients can instantly:

✔ Check payment status
✔ Download invoices
✔ Avoid billing confusion
 

- Product – Simple & Elegant Purchasing
 

- Product Experience
 

Products are displayed as modern cards with:
 

• Product image

• Name & price

• Buy Now button
   

Clicking a product opens a polished modal with:

✔ Full description
✔ Quantity selector
✔ Purchase options
 

The flow feels familiar — like a premium online store.
 

- Appointment – Smart Scheduling Made Easy
 

- Visual Calendar Experience
 

The Appointment section uses a clean calendar layout:
 

• Day / Week / Month views

• Color-coded appointments

• Doctor or service provider listing

• Working hours visibility
   

Clients can:

✔ Book new appointments
✔ Reschedule easily
✔ View upcoming visits
✔ Filter by type or location
 

No calls. No emails. No confusion.
 

- Room – Availability & Booking at a Glance
 

- Room Booking Experience
 

The Room section shows availability in a calendar-based view:
 

• Available dates

• Booked dates

• Room details with images

• Capacity & pricing
   

Booking is simple:
 

1. Select dates

2. Choose room

3. Confirm booking
    

Clients instantly know what’s available — no waiting, no back-and-forth.
 

- Security & Permissions – Safe by Design
 

✔ Secure client login
✔ Permission-based access
✔ Clients only see their own data
✔ Clean separation between clients
 

Trust and privacy are built into every screen.
 

- Complete Client Journey (Visual Flow)  

Client Login
   ↓
Client Portal Dashboard
   ↓
Select Tab:
   → Projects (track work)
   → Invoices (view payments)
   → Product (purchase)
   → Appointment (schedule)
   → Room (book)
   ↓
View • Act • Communicate • Confirm

- Final Impression
 

The Client Portal delivers a premium, transparent, and effortless experience that makes clients feel informed, confident, and in control.
 

It transforms your service from:

❌ Reactive → ✅ Proactive
❌ Manual → ✅ Automated
❌ Confusing → ✅ Crystal clear