Portals
Your clients get a portal, and see only what's theirs.
Clients sign in to see their records, what's waiting on them, and to book time with you.
Hartwell Wealth · Wealth advisory
Same Headroom. Built around each one.
Fieldnote Studio · Design agency
Marsh & Vale · Law firm
One link. Everything a client needs.
Your own address
Clients go to your portal at your own Headroom address, with your banner and your name on the sign-in page.
Easy to sign in
Clients sign in with Google, Microsoft or an email and password, and can set up their own account.
What's waiting on them
Each client sees their own records and a clear list of what they need to do next.
Book and ask, in one place
Clients can book, move or cancel meetings, and ask Headroom questions about their own work.
Common questions
Can a client see another client's work?
No. Clients only see records linked to them, and properties you haven't shared stay hidden.
Do clients need to install anything?
No. The portal works in any browser.
Is the portal separate from our workspace?
No. It shows the same records your team works from, so it's never out of date.
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