What a client portal can include
An initial portal may cover secure account access, a small number of customer tasks, a service request or booking journey, and the relevant staff handoff. We define the first release around the activities that consume the most customer and employee time.
Integrations such as third-party scheduling, accounting, payment gateways and external identity are evaluated and quoted against their APIs and operating responsibilities.
Typical first-release functions
- Account access and appropriate roles
- Appointment or service request submission
- Confirmation and status visibility
- Staff notification and exception review








