Orders in the Client Portal

Your clients follow their orders in their own portal: the status, the invoice, the project data and the conversation with you.

Overview

This guide shows what a client sees and can do with their orders.

Who Can Access

My Orders

Clients open Orders in their portal to see every order with its service, amount, status and due date. They can search, filter by status and date, copy order IDs and export the list as CSV.

An Order in the Portal

• Overview: the order summary, the invoice, project details, recent messages and history.
• Messages: the client writes to you with Send to Provider. They see only the client conversation, never your team messages.
• Project Data: the fields you shared, without Hidden fields.
• History: what happened on the order.
• The client also sees the order’s tags and its Drive folder.

What Clients Can Do

• Start Order or complete the intake form when the order is waiting for them.
• Create Ticket for help with the order. See the Tickets guides.
• Request revision on a Complete order. See Revisions.
• Rate a Complete order, if ratings are on. See Order Ratings and History.

Frequently Asked Questions