Overview - What is the Client Portal and How Does It Work?


Welcome to the Planning Pod Client Portal!

This tool serves as a 5th option under your User Access & Permissions area - allowing you to send information/documentation and collaboration tools to a dedicated portal for your client. Offering a more client-friendly experience than offering a login to the full system, the Client Portal created a better way to work with your clients!

Important Note: Not all users will see every tool we discuss in the video and this article depending on the Subscription Package you have. 

Here's how it all works:

Once your client has access they will be be able to use any of the following tools/features:

Important Note: We have created a video and article specifically for you to provide your clients! This resource will walk them through all of the features of the client portal from their perspective!

Have more questions? Submit a request


Please sign in to leave a comment.