Check the FAQs below or send us a message — we typically reply within a few hours.
Common questions
How do I share my client's portal?
Go to your dashboard, open the client, and copy the portal link. Send it to your client however you communicate — email, WhatsApp, anywhere. The link works immediately.
My client isn't receiving the OTP email
Ask them to check their spam folder first. If it's not there, make sure the email on their client profile is correct. You can update it from the client page in your dashboard.
How do I mark an invoice as paid?
Open the client in your dashboard, find the invoice, and click the 'Mark as paid' button. This updates the status in the portal immediately.
How do I upgrade to Pro?
Go to Settings → Plan and click 'Upgrade to Pro'. After paying via PayPal, click 'I've already paid' and we'll activate your account within 24 hours.
Can I change a client's email address?
Yes — open the client from your dashboard and edit their details. Updating the email also changes which address receives OTP codes.
How do I delete a file I uploaded?
Open the client portal from your dashboard, find the file in the Files tab, and click the delete icon next to it.
Still need help?
Send us a message and we'll get back to you as soon as possible.