Client accounts & dashboards
Build login and account areas with personalized dashboards for project status, customer data, requests and account details.
WordPress portal developmentYour clients.
Your clients.
One connected workspace.
I build WordPress client portals that give customers a dedicated place to access their documents, manage bookings, view project updates and interact with your business.
Discuss your client portal $100 USD / hour
Built around your clientsMake working together
Make working together
easier to manage.
A client portal brings the information and actions your customers need into one account. I develop dashboards, restricted content and workflows around the way your business handles requests, documents, bookings and ongoing services.
You work directly with Hunor Szőcs, a verified Codeable Expert. I start with your customer journey, the data each client needs and the tasks your staff should be able to manage.
What I can help withUseful tools.
Useful tools.
Connected to your business.
Restricted content & permissions
Define role permissions and client-specific access so customers and staff can view or manage the content and records relevant to them.
Document sharing & customer data
Add document uploads, downloads and client records, with access checks for files as well as pages and a clear approach to storage and retention.
Bookings & subscriptions
Connect appointment bookings, service subscriptions and payments to client accounts, including access changes when a subscription starts or ends.
Requests & business workflows
Create request forms, approval steps, status updates and notifications that help customers and staff follow work from submission to completion.
CRM & API integrations
Connect the portal to your CRM, booking tools or other business systems through available APIs and webhooks, with defined data mappings and error handling.
Care in the detailsClear for your clients.
Clear for your clients.
Practical for your staff.
A portal needs more than a login screen. I plan which records each account can access, how files are protected and how customer data moves between systems. I test both the client experience and the administration workflow, including attempts to access another client’s information.
Meet your Codeable Expert✓ Client-specific access and role permissions
✓ Dashboards and document access checks
✓ Booking, subscription and workflow testing
✓ CRM/API data flow and administration guidance
From idea to implementationFrom business workflow
From business workflow
to client workspace.
- 01
Map the client journey
I map client tasks, staff responsibilities, customer data and access rules with you, then define the pages and workflows the portal needs.
- 02
Choose the technical approach
I review your WordPress setup and business systems, then recommend existing plugins, custom development or a combination based on your workflows and integration needs.
- 03
Build & verify
I build the agreed features, test client and staff journeys, permissions and integrations, and explain how to manage the finished portal.
Before getting startedShare your workflow
Share your workflow
and your goals.
Send your website URL and describe what clients should see and do after logging in. Include the user roles, documents, booking or subscription needs and CRM or other systems you already use.
If you are unsure where to start, I can help define a focused first version. The estimate depends on the workflows, access rules, customer data and integrations involved.
Explore all servicesReady to connect with your clients?Give your clients
Give your clients
a place to get things done.
Tell me which tasks your clients need to manage and which systems the portal should connect.
Plan your client portal