Client Portal
Give clients their own login to approve staffing and download reports.
What you get
Included in every plan, no extra cost.
Clients approve or decline shifts with one click
Branded PDF statements and invoices with your logo
Schedule automatic report delivery
Clients only see their own events—never staff pay rates
Full record of every approval and download
How it works
Three simple steps to get started.
Invite Your Client
Send them an invite. They get their own secure login.
They Approve Shifts
Clients review staffing and approve or request changes. Everyone gets notified.
They Download Reports
Clients grab branded statements whenever they need them, or get them by email on a schedule.
Security & Compliance
Enterprise-grade protection built in
- Client logins are separate from your staff logins
- Clients never see what you pay your staff
- Download links expire automatically
- Everything is logged: logins, approvals, downloads
- Optional extra security for key accounts
Plan Availability
Client portal is included in all plans. No charge per client.
Frequently asked questions
Everything you need to know about Client Portal.
No. Clients can approve or decline what you've submitted, but they can't edit the schedule. You stay in control.
Never. They see hours worked and totals only. Pay rates and internal notes are hidden.
Yes. Set up daily, weekly, or monthly schedules and reports arrive in their inbox.
They can add a note when declining a shift. You'll get an alert so you can sort it out.
Enable Client Portal
Included — no extra costClient Portal is included in your plan. Turn it on in Settings and start using it immediately.