™What a portal can show and do
Their details, their records, files, invoices, questions, messages, booking, and buttons that act.
| Section | What the person sees |
|---|---|
| Your details | Their own record, limited to the details you picked |
| Your records | Their rows from any list: shifts, lessons, shoots. Optionally a total of a number, such as hours |
| Documents | Files in folders you shared with this portal. They open and download with a click |
| Invoices | Their invoices, with a Pay button |
| Things we need from you | Questions and approvals a rule is waiting on them for |
| About | A note from you |
| Courses | Their courses from Course Studio: progress, the next step, and the catalog to join more |
| A form | One of your forms, answered as the person signed in |
| Message us | A thread with the business, which you answer in Messages |
| Book a time | Your booking page |
| Do something | A button that creates a record (Check in, Log hours, Request a visit) with questions you set, or closes their open record (Check out, which can work out the hours) |
Sections that can repeat (records, buttons) can be added more than once. Anything a person does can start one of your rules and notify your team.
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