How to Set Up a Client Portal in 10 Minutes (Step-by-Step Guide)

Setting up a client portal doesn't have to take days of configuration. With the right tool, you can have a professional, branded client portal running in under 10 minutes. Here's exactly how to do it with Prolanse.

Step 1: Create Your Workspace (2 minutes)

Sign up at prolanse.com. No credit card required. You'll land on your workspace dashboard immediately after verifying your email. Your workspace is the master container for all your clients and projects.

Step 2: Add Your Branding (2 minutes)

Go to Settings → Branding. Upload your logo (PNG or SVG, any size). Set your primary brand color using a hex code. On the Pro plan, configure your custom subdomain (e.g., clients.yourstudio.com). Hit save — your portal is now branded.

Step 3: Create Your First Client (1 minute)

Click "New Client" in the sidebar. Add their name, email, company, and any internal notes (these are private — only you can see them). This creates their client profile in your CRM.

Step 4: Set Up the Project (3 minutes)

Inside the client profile, click "New Project." Name the project, add a brief description, and create your first milestone. For example: "Discovery," "Design," "Review," "Final Delivery." You can also upload any initial files — briefs, contracts, or reference documents — to their file hub.

Step 5: Send the Portal Link (1 minute)

Click "Invite Client." They'll receive a branded email with a magic link. One click and they're inside their private portal — no account creation, no password. They'll see their project milestone board, file hub, and a messaging feed. You're done.

From signup to active client portal: under 10 minutes. That's the Prolanse promise — professional from day one, without the configuration overhead of tools like Dubsado or Monday.com.