One click generates a secure, white-labeled portal for each client — with your branding, their upcoming appointments, invoice history, a payment button, and a service request form.
Give every client a professional portal to view appointments, pay invoices, and request services.
Try it freeBolsivo's Client Portal is a per-client web link (no login required) that shows everything relevant to that client's account: upcoming and past appointments, outstanding invoices with a Stripe pay button, and a form to request new services. You control the branding — your logo, your colors, your name.
On any lead's detail page, click "Share portal." Bolsivo creates a unique, secure link for that client.
Send the link to your client — no account creation needed. The link is unique to them and doesn't expire.
They see upcoming appointments, past service dates, any outstanding invoices, and a form to request a new service or ask a question.
Invoice pay buttons go through Stripe Connect — funds deposit directly to you, minus Stripe's standard fee.
Clients can check their own portal instead of texting you. Fewer interruptions, more time on the job.
An invoice with a pay button in the portal gets paid 3× faster than a PDF attachment sent by email.
Set your business name, logo, and primary color. Clients see your brand — Bolsivo is invisible. Perfect for companies that want to look like a large operation.
Do clients need to create an account?
No. The portal link is tokenized — access is granted by possessing the link. No username or password required.
Is the portal available in Spanish?
Yes. The portal auto-detects the client's browser language and switches between English and Spanish.
What happens if I update an appointment?
Changes are reflected immediately in the portal. The client sees the most current schedule every time they open their link.
Can I charge a deposit through the portal?
Yes. You can add an invoice with a partial amount (deposit) and the client can pay it directly through the Stripe button in their portal.
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