The client portal gives your clients access to their appointments without creating an account. It is the feature your freelance competitors do not have, and the one prospects notice fastest.
How a client gets in
- You email an appointment. The message contains a magic link unique to that client.
- The client clicks. ProContact asks them to confirm their identity.
- A one-time code is emailed to them. It is valid for 10 minutes and allows at most 5 attempts.
- Once the code is entered, the client is in.
- If they choose to trust the device, they will not need a code again for 60 days in that browser.
No password is created, no password has to be remembered, no password can leak.
What the client sees
- The details of their appointments: title, description, date, times, activity.
- The notes you explicitly shared with them. Your private notes stay invisible.
- Their own notes, which they can create, edit and delete.
- Note templates they can reuse from one appointment to the next.
- A privacy page explaining what data you hold and why.
A client never sees another client's data, nor anything about your account.
What you see on your side
From a contact's record, the Portal access page shows:
- the access log: when the client signed in, from what kind of device;
- the list of active trusted devices;
- an immediate revocation button that invalidates the link, the codes and every trusted device in one action.
The log is kept for 12 months, then purged automatically.
Erasure requests
From the portal, a client can request erasure of their data. The request reaches you and triggers the procedure described in GDPR and consent.
Security
The portal is protected by several stacked mechanisms:
- rate limiting on link visits, code requests and code verification — a brute-force attempt is blocked before it gets anywhere;
- expiry of codes after 10 minutes;
- dedicated security headers on every portal page;
- automatic purging of expired codes, lapsed trusted devices and access logs.
The sales pitch
In front of a prospect, the line that works is simple: "after our appointment you get a link; everything we discussed is there, and you can reply to me on it." Very few freelancers offer that.