Client portal
Client portal. A client portal is the customer-facing web app where an agency's clients log in to see reports, pay invoices, message the agency, and manage their account. In a white-label setup, it is in the agency's brand on the agency's domain.
Definition
A modern client portal replaces the email-PDF-report-and-Stripe-link sprawl that defines most agency-client communication. Clients sign in once, see current campaign health, see open invoices, see message history, and self-serve account changes. The portal is also where billing happens — paid invoices, scheduled retainers, payment method updates — without the agency manually sending links each cycle.
Core features clients expect
Live dashboard for whatever services they're paying for (paid ads → spend + conversions; SEO → ranking + traffic; reputation → review score trend). Invoice list with status (open / paid / overdue) and one-tap payment. Message inbox to the agency. Document library for SLAs, contracts, warranties. Notifications when something needs the client's action.
White-label requirements
Agency logo + brand colors throughout. Agency's custom domain (e.g., portal.youragency.com). Outbound emails from the agency's mail domain. No "powered by [vendor]" footer.
Security model
One client account per organization with role-based access for individual people at that client. Password reset + 2FA. Activity log of who logged in when and what they viewed.
See also
- White-label marketing agency — White-label agency
- Vendasta reseller — Vendasta reseller
Roffik's take
Billing, ACH and card payments, recurring subscriptions, per-client margin tracking, and branded client portals for Vendasta resellers — built on Midnight + cyan. Learn more about HubWho.