Client portal with onboarding, payments and email
5 Jan 2026
I replaced the contact form with a multi-step onboarding form that collects project details and lets prospects book a call. New leads get a welcome email, and I get a notification. In the client portal, clients can pay phase invoices by card through Stripe and receive invoice and payment confirmation emails. On the admin side I added a project wizard, a lead wizard that checks for duplicates, and a preview of every email, and I simplified billing to two invoices per project.
Shipped
- Multi-step onboarding form with call booking
- Welcome email for new leads
- Card payment on invoices through Stripe
- Invoice and payment confirmation emails
- Admin project and lead wizards
- Email preview in admin
- Two invoices per project
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