Say goodbye to generic portals and client chaos—and hello to a seamless, branded client experience
When you run a services business, client experience isn’t just important—it’s everything. Every touchpoint matters: how you communicate, how clients access information, and how they pay you. A seamless, thoughtful experience drives satisfaction, and it’s imperative that you not only deliver this, but deliver this consistently for every single client.
We launched the original client portal with exactly this in mind. Your clients needed a centralized hub where they could find every project, file, task, and communication in one place, creating that seamless start-to-finish experience.
We’ve been listening to your feedback that the portal needed to go beyond being just a hub—it needed to be an extension of your brand and adapt to how you work with each unique client.
That’s why we’re excited to introduce our updated client portal, our latest investment in helping you create trust with your clients.
Here’s what’s new in client portal
- Customize everything from fonts and colors to header images, no more generic portals
- Key details, up front
- Ability to assign tasks to clients
- Everything your client needs, in one place
- Turn portal features on or off based on your project needs
Let’s dive into more of what you can expect from the updated client portal in HoneyBook.
A client portal, that’s perfectly you
Your brand deserves better than a generic client experience. With the client portal’s brand new customization options, you can align every element—fonts, colors, images, and buttons—with your brand identity. The result? A professional, cohesive experience that builds trust and reinforces your business at every interaction.
Key details, up front
Our refreshed interface puts the most important details exactly where your clients need them. Project milestones, dates, bookmarks, client facing tasks, files, locations, and key information are now prominently displayed on the overview page—no more hunting through email threads. Your clients stay informed, and you stay stress-free.
Keep your clients and project on track with client facing tasks
Nothing’s worse than a project that stalls because of unclear expectations or missed deadlines. As an independent service provider, you’ve probably experienced the frustration of waiting on client feedback, approvals, or materials—sometimes for weeks.
The new task management feature in client portal 2.0 changes all that. You can now create and assign specific tasks to clients with clear deadlines, turning vague project phases into actionable steps. Clients see exactly what’s expected of them and when, while you maintain momentum and keep projects moving forward.
Add relevant links with bookmarks
We’re so excited to announce that bookmarks are now available in the revamped client portal. This feature enables you to add relevant links to anything from proposals and deliverables, all the way to Pinterest boards, Canva designs and any relevant link to the project so everything is available for easy viewing.
Use a client portal where it makes sense
Sometimes your workflow or projects call for a client portal, and sometimes they don’t. We know that your business needs are highly specific and change from project to project. That’s why we’re excited to announce that the updated client portal now gives you the ability to enable or disable it as needed.
Client portals are ideal when you’re juggling multiple clients, managing high volumes of client communications, sharing a large amount of files, or needing a cohesive brand experience across all touchpoints.
Now, you can use client portals when it makes sense for your workflow and clients.
Ready to elevate your client experience?
The new client portal represents more than just an upgrade, it’s a complete reimagining of how you can deliver exceptional client experiences while maintaining the flexibility your business demands.
Whether you’re looking to strengthen your brand presence, streamline client communication, or keep projects on track with clear accountability, these new features put you in complete control.
The best client relationships are built on trust, clarity, and consistent communication. With the new client portal, you have everything you need to deliver that professional, branded experience your clients expect while making your own workflow more efficient and manageable.
Ready to transform how you work with clients? The updated client portal is available now in your HoneyBook account. Start creating more meaningful client relationships today; your business (and your clients) will thank you.
