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Client Portal

Fernhill Studio · Client services · Portland, OR

Imelda Voss runs a design studio and gives each client a private home page with their projects, files, requests and invoices.

Any businessCustomer serviceClient portals6 tables · 10 views · 1 form · 1 agent
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Clients
ClientContact emailRelationshipMain contactProjectsInvoices
Harlow & Finch Interiorsaccounts@harlowfinch.netActiveBeatrix HarlowShowroom website rebuild, Product photography refreshINV-1041, INV-1052
Pelham Street Bakeryorders@pelhambakery.netActiveOttoline PelhamSeasonal menu print setINV-1048, INV-1055
Ridgeview Physiotherapyadmin@ridgeviewphysio.netOnboardingAnselm KrugerClinic brand and signageINV-1057, INV-1058

Tables

Clients

3 sample rows · 8 columns

Clients who get a private home page with their projects and invoices.

ClientContact emailRelationshipMain contactProjectsInvoices
Harlow & Finch Interiorsaccounts@harlowfinch.netActiveBeatrix HarlowShowroom website rebuild, Product photography refreshINV-1041, INV-1052
Pelham Street Bakeryorders@pelhambakery.netActiveOttoline PelhamSeasonal menu print setINV-1048, INV-1055
Ridgeview Physiotherapyadmin@ridgeviewphysio.netOnboardingAnselm KrugerClinic brand and signageINV-1057, INV-1058

Projects

4 sample rows · 9 columns

Each client's projects and how far along they are.

ProjectClientStatusStartEndManagerDeliverables
Product photography refreshHarlow & Finch InteriorsCompleteJul 19, 2026Sep 2, 2026Thandiwe MokoenaPhoto shot list, Final image set
Showroom website rebuildHarlow & Finch InteriorsIn progressSep 12, 2026Nov 16, 2026Callum Reyes-OduyaSite map and wireframes, Home page design, Product pages build, Launch checklist
Seasonal menu print setPelham Street BakeryIn reviewSep 27, 2026Oct 24, 2026Thandiwe MokoenaMenu layout, spring set, Table cards, Window poster
Clinic brand and signageRidgeview PhysiotherapyPlannedOct 22, 2026Dec 16, 2026Callum Reyes-OduyaLogo directions, Signage sketches

Deliverables

11 sample rows · 5 columns

What is being delivered, whether the client approved it and any feedback.

DeliverableProjectStateDueClient feedback
Photo shot listProduct photography refreshApprovedAug 8, 2026—
Final image setProduct photography refreshApprovedAug 28, 2026Delighted with the edit.
Site map and wireframesShowroom website rebuildApprovedSep 22, 2026Approved with one change to the footer.
Home page designShowroom website rebuildApprovedOct 7, 2026—
Table cardsSeasonal menu print setApprovedOct 11, 2026—
Menu layout, spring setSeasonal menu print setIn reviewOct 19, 2026Asked for larger prices.
Product pages buildShowroom website rebuildIn reviewOct 21, 2026Waiting on the client to review the filters.
Window posterSeasonal menu print setNot startedOct 23, 2026—
Logo directionsClinic brand and signageNot startedNov 6, 2026—
Launch checklistShowroom website rebuildNot startedNov 14, 2026—
Signage sketchesClinic brand and signageNot startedNov 26, 2026—

Invoices

6 sample rows · 7 columns

What each client has been billed and whether it is paid.

InvoiceClientAmountIssuedDueStatus
INV-1041Harlow & Finch Interiors$6,400Jul 29, 2026Aug 28, 2026Paid
INV-1048Pelham Street Bakery$1,850Sep 2, 2026Oct 2, 2026Overdue
INV-1052Harlow & Finch Interiors$5,400Sep 27, 2026Oct 27, 2026Sent
INV-1055Pelham Street Bakery$1,850Oct 12, 2026Nov 11, 2026Sent
INV-1057Ridgeview Physiotherapy$2,200Oct 15, 2026Nov 14, 2026Sent
INV-1058Ridgeview Physiotherapy$3,300Oct 20, 2026Nov 19, 2026Draft

Requests

4 sample rows · 7 columns

Requests clients send through the form on their home page.

RequestClientTypePriorityStatusSubmitted
Can we add gift cards?Pelham Street BakeryQuestionLowNewOct 16, 2026
Swap hero photo on the home pageHarlow & Finch InteriorsChangeNormalIn progressOct 14, 2026
Second location signage quoteRidgeview PhysiotherapyNew workHighIn progressOct 11, 2026
Opening hours wrong in footerHarlow & Finch InteriorsBugHighAnsweredOct 8, 2026

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