When your clients cannot do what the portal is supposed to let them do.
When clients can’t do something in their portal, check their account, your payment switches and your plan.
Overview
Find the problem in the table, then check what it says. Error messages are shown exactly as people see them.
Who Can Access
Agency AdminTeam Member
Common Problems
| Problem | What to check |
|---|
| Client can’t sign in | Their account must be active and their email confirmed. See Login Issues. |
| Clients can’t sign up themselves | That is by design. You add clients, or they are created when they pay on an order form. |
| Client can’t pay | Allow clients to pay must be on and a gateway must be on. |
| Service missing in the portal | Only Active services are shown. |
| No Live Chat in the portal | Live Chat is on the Growth plan and above. |
| Can’t add a card | Saved cards need Stripe to be connected. |
| Order missing after checkout | Checkout creates an invoice. The order appears once it is paid. |
| Upload refused | Client uploads are limited to 100 KB. |
Messages You May See
| Message | What it means |
|---|
| Your account is pending approval. Please contact your provider. | Turn Account active on. |
| Online payment is turned off for this workspace… | Allow clients to pay is off. |
Frequently Asked Questions
Can I hide “Powered by Clientish”?⌄
Yes, on the Pro and Enterprise plans.
