Client Portal Feature Requests

Currently, the Moxie client portal shows every project stage, leaving us with a one-size-fits-all situation. But picture this: a toggle or flag, that gave us the flexibility to decide which stages are visible in our client portals. I'd personally like to have my client portal task stages be To-Do, In Progress, and Complete. I'd like to keep stages like Making Revisions, Waiting on Client Approval, etc. hidden from the client portal task views. But with the option to toggle/flag specific stages, we could all customize our client portals to best fit our business. This feature will help us continue to create a client portal that's just right for them.

Currently, our client portal has a one-size-fits-all approach to scheduling, offering the same scheduler we enable to all clients. It would be helpful to develop a more tailored approach where we can tailor which clients see which scheduler. This customization will enable a more relevant and streamlined scheduling experience for each client, ensuring they have access to the appropriate appointments related to their specific service. Implementing this feature will enhance operational efficiency and improve client satisfaction by providing a more personalized and relevant user interface.

I have different meeting types for different clients. When I have meetings enabled though, clients can see ALL the meeting types I have offered in their client portal. It would be great if I could toggle on or off what meetings were available to different clients.

I can upload files to deliverables, but they're random. I would like to create folders that I can upload files to so my client can more easily find the asset they are looking for. It also makes me appear more professional and organized.

Is there anyway we could get a basic page builder for the client portal? Maybe just something to where we can create some pages, throw in some sections, divs, buttons, links, Rich-text HTML, CSS classes and the ability to utilize a CSS stylesheet. I know this is a long-shot because something of this caliber takes time, money and manpower. I am willing to pay monthly for a premium page builder for the client portals, alongside other things.

Add forms to the portal (a toggle option would probably be best, like the others in the feature access section) so clients can view previously submitted ones, and get a notification on the home screen if they still need to complete one.

Example: Agreements to Proposals, Meetings to Schedule etc

A workflow automation to grant access to a client only after they pay their invoice and sign the contract, instead of me having to manually give them access. With the current manual process, it's easy to give access too early to someone who doesn't become a client or forget to give access to a client who's just signed on.

We have issues getting emails, especially everytime Microsoft does an update. We have had clients email us with important information, assume we got it and actioned it and we never received it. I am using a different app to communicate with the client in a portal, where they are emailed that there is a message for them and they sign in to get the message and communicate back (there is also an in app notification for those that download and use the mobile app). I'd love to see this in Moxie - to turn on when they become a client. (also with the ability to set up recurring or future dated messages within the portal as well)

I'd love to be able to duplicate custom pages that I build in the client portal so I don't have to start from scratch every time.