Your plan

Everything the Essential plan covers.

2. Design – Office What’s includedEverything your plan covers, and how often.
Untitled-13 Your website detailsYour site and your login, in one place.
Untitled-13 Your website detailsYour site and your login, in one place.

Your live site, and the login you use to edit it. If a password stops working, tell us and we’ll reset it the same day.

Untitled-13 Your service agreementYour signed plan and terms.
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Untitled-13 Your service agreementYour signed plan and terms.
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Your signed agreement, for reference. It sets out what’s covered, what counts as a small change, and how cancelling works.

This month

The August report is in. Send anything you want changed from here.

Financial Your monthly reportsWhat we did this month, and every month before.
Financial Your monthly reportsWhat we did this month, and every month before.

Your report covers what got updated, what was backed up, how the site performed, and anything we fixed. It lands in the first week of the month.

3. Communication Request a changeTell us what you need changed.
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Untitled-15 Send us filesImages, copy, or anything else we need.
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Untitled-15 Send us filesImages, copy, or anything else we need.
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If a change needs images, copy, or a document, upload it here rather than emailing it.

You cannot upload files to a public portal.

Demo note: This portal is public so you can look around, and Client Portal doesn’t allow uploads on a public portal. In a real client portal this is where the upload box appears, and anything your client sends lands in the portal instead of your inbox.

Resources and extras

Guides and answers, and how to add to your plan.

Untitled-13 Guides and how-tosShort guides for the things people ask about.
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Untitled-13 Guides and how-tosShort guides for the things people ask about.
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Short guides for the things people ask about most. If there’s something you’d like a guide for, say so and we’ll write one.

Common questionsAnswers to the things clients ask most.
Untitled-18 Book a callGrab a time if you’d rather talk.
Untitled-18 Book a callGrab a time if you’d rather talk.

Some things are quicker to talk through than to write down. Book a slot and we’ll go through whatever you need.

  • Book a time https://calendly.com
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  • What we can cover #
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⚡️ Quick tip: A links module like this one sends clients out to your booking tool. If you’d rather they booked without leaving the portal, paste the scheduler’s embed code into a content page and point the module at that instead: embed a calendar in Client Portal.

Untitled-14 Add more to your planBigger jobs, priced separately.
Untitled-14 Add more to your planBigger jobs, priced separately.

Bigger jobs, extra changes, or something new on the site. Tell us what you’ve got in mind and we’ll price it.

Everything here is billed on top of your plan, so nothing changes on your monthly invoice unless you ask for it.