What your clients see
What your clients see
What happens on your client's side when you send them a booking page, form, document, estimate, invoice, portal invite or Smart Flow.
Everything you share from Agiled opens for your client in their browser, with your business name and logo. They don't need an Agiled account, except for the client portal. Here is what each one looks like from their side.
Start here
- Add your branding, so every page shows your logo, colors and language.
- Try each link yourself before you send it to a client. See Before you share.
What clients see for each thing you share
| You share | Your client sees and does | Set it up |
|---|---|---|
| Booking page | Picks a time in their own time zone, answers your questions, pays if needed, and can reschedule or cancel from their confirmation email | Booking pages |
| Form | Fills in your questions on its own page or on your website, and sees your thank-you message | Share or embed a form |
| Document to sign | Reads the document and signs with a drawn or typed signature, or accepts or declines it | How your client signs |
| Estimate | Reviews the price, accepts by typing their name or signing, or declines with a note | Estimates and invoices your clients receive |
| Invoice | Sees what they owe, downloads the PDF, and pays online or by bank transfer | Estimates and invoices your clients receive |
| Service checkout link | Chooses a quantity, answers your intake questions and pays | Sell a service online |
| Smart Flow | Works through your proposal, agreement, payment or onboarding steps, page by page | Send a Smart Flow |
| Client portal | Signs in to see their invoices, projects, files and anything waiting on them | The client portal |
| Shared file | Opens a link to preview or download a file, with a password if you set one | Share files |
Everything in this section
- Estimates and invoices your clients receive
- The client portal
- Your branding and language on client pages
If a client can't open a link, see Public link issues.