Client relationships are the heart of many business, but it can be challenging to keep on top of communications, manage orders and ensure all your clients’ information is up to date.

This template allows your client to log in, check their information, track orders or projects, access invoices and learn about your team

This template is fully customizable, so you can tailor it to fit your needs like a glove.

• This template includes sample data in four categories: Client Profiles, Projects, Invoices and The team. To get started, replace this data with your own. See our help doc: Stacker Tables: Adding and Editing Rows.
• You can change what information is stored in each category by clicking on Manage fields and data tab on the right hand sidebar. You can either change the existing fields, or add new ones.
• You can change how all Profile pages look by going to any Profile page and clicking on “Edit layout” in the right hand sidebar. You can move sections around, edit existing ones, or delete them all and start again! See our help doc: Detail layout.