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Your client portal — a tour

The client portal is where you'll spend the most time. Here's what each section does.

After your first magic-link sign-in, you land in the portal dashboard. It surfaces every active workspace, your point balance (if applicable), and the next action required.

The five core panels

  • Workspaces — one per purchased product (website project, funnel build, etc.)
  • Points balance — if you're on GrowthPoints or Unlimited Design
  • Active tasks — SuiteDash auto-tasks waiting on you or our team
  • Documents — invoices, contracts, deliverables
  • Bookings — your scheduled CalendarHero meetings with Ryan

Where the data lives

The portal is a thin React app on top of SuiteDash. Tasks, files, invoices, and chat all live in SuiteDash — the portal is a streamlined client-facing window into the parts you need.

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