The Client Portal is a great feature in Táve that provides your clients with one place to log in to view their account with your studio.  In their portal, they can view and print their sales order or contracts, pay any upcoming invoices, and update their personal contact information for you.

You'll find a client's personal direct link on their contact profile in your Táve Address Book here:

In this section you'll be able to see when your client last logged in to their portal, send a portal invite email, reset their password or disable the portal (in the More Actions menu), and preview their portal to see what it's going to look like for your client.

The easiest way to provide your clients access to their client portal is through a simple email template (Settings › Email Templates). You can also install our ready-made email template from the Template Gallery here:

Upon booking you might want to send a thank you email that includes a line such as:

Here is the direct link to your client portal, where you will be asked to create your own password the first time you visit: {{recipient.portal_linked}}.

The key here is to include the token {{recipient.portal_linked}}, which will create a hyperlink directly to the specific client’s assigned portal login, triggering them to set up their password for the first time.

We also have a ready-made automation template that you can install from our Template Gallery here, which will send a link to the client portal upon booking:

If you’d like to provide your clients with easy access to their client portals, you can add a link to your client portal login site directly on your company website by linking to it using your Táve secure domain, or your custom domain if you have set one up.

Custom Domain Portal Login: http://[your custom domain]/login

Secure Domain Portal Login: https://tave.com/[your Táve username]/login

A client will only see the items that they are the direct recipient of. That includes contracts and completed questionnaires (if you have the "show history" option checked in Settings › Branding), orders, invoices and outstanding questionnaires that are assigned to them (not their spouse or another client on the job). The client portal only includes files that are created using Táve, not ones that are uploaded from elsewhere, at this time.

NOTE: You'll want to be sure you have this option checked in Settings › Branding to show their entire history with you, even after a contract or questionnaire is completed. This setting is per brand so be sure to enable it for each brand if you're using multiple brands.

The client portal now allows multiple contacts in your Address Book to have the same email address and still be able to login to their own client portal.

For example, if a wedding couple are using a specific wedding email, you can now assign that email to both contacts:

Each contact will still have their own unique client portal and be able to set up their own password, to access their own individual client portal.

Similarly if you have duplicate contacts in your Address Book with the same email address, this won't cause any login issues.

This means you won't have to merge duplicate contacts or remove the email from contacts sharing an email, in order to allow your clients to access their client portal.

The only time you'll need to manually intervene is if a contact using a shared email needs to reset their client portal password. If there are multiple contacts in your Address Book using the same email, the system won't know which specific contact's client portal to reset from the email alone. If a client using a shared or duplicate email needs to reset their password, follow the steps below for manually resetting a contact's client portal password.

If your client forgets their password, they'll be able to use the Forgot your password? option on their portal login screen here:

They'll enter their email address and request a password reset. An email will be sent containing a link to reset their password.

The only time this option won't work is if the email is being used by multiple contacts in your Address Book (i.e. a shared email or there's duplicate contacts using that email). The system won't know, from the email alone, which specific contact's client portal password needs to be reset.

In that instance your client will see a warning message that asks them to reach out to have their password reset for them:

If a contact is using an email that's being used by multiple contacts, you'll see a red Email Conflict warning on their contact profile in your Address Book. Having an email that's being used by multiple contacts won't cause any login issue but if the contact needs to reset their password it will have to be done manually in Táve.

Head to that contact's profile in your Address Book and use the Reset Password option in the More Actions menu here:

You can then use the Send Portal Invite option or copy the Direct Link to send to your client. When they use that link they'll be prompted to set up a new password before logging back in.

If you have any questions about using the client portal, do reach out to the Táve Support team, by clicking on Support in the top menu. 🙂