Add-ons · Apps & Integrations
Client Dashboard
A private club behind a login.
Client and member areas: accounts, files, orders and progress behind a login - with secure document exchange and e-signing bridged for the professions.
from £2,499from €2,899from $3,149
What it does
A private club behind a login.
Some relationships deserve a room of their own. The Client Dashboard gives your clients and members a logged-in area - accounts, files, orders, progress - and for law and accountancy it carries the secure expression: document exchange with e-signing bridged (DocuSign and friends), so nothing sensitive travels by email again.
See it in action
Watch Client Dashboard work
The mechanism
How it works
We wire it in
Client Dashboard is designed, configured and connected to your site - and to any system you already run.
It goes to work
The automations inside it run under your care plan - quietly, every day, without anyone logging in.
You watch it pay
Every result lands in your Luxury Client Dashboard, so you can see exactly what it is doing for you.
The investment
from£2,499€2,899$3,149
One-off buildUpsell for clubs, coaches, agencies, B2B and professional services
Client and member areas: accounts, files, orders and progress behind a login - with secure document exchange and e-signing bridged for the professions.
Included in a package? You already have it - nothing to buy twice. Automations run under your care plan.
Where it lives
Part of the packages
Every add-on is a working part of our industry packages first - and a bolt-on for the rest.
Included in these packages
Available as an upgrade on
Supplements & wellnessSubscription-first from day one — because supplements are a repeat business or no business.
Fitness brandsTake your name beyond the gym floor - programmes, apparel and community under one brand.
Private-client lawPosition your boutique practice for the discerning clients who value discretion, judgement and specialism.
Accountancy brandsMove beyond the local high street and become the advisory firm ambitious businesses seek out.
Coaches & course creatorsAuthority is built, not claimed — a personal brand site with an application funnel behind it.
Law firmsEvery enquiry captured, screened and booked — with the gravitas your letterhead deserves.
Accountants & advisersA pipeline that books meetings and chases documents — while you do the advising.
Modelling agencies & talentA roster that books itself — every model a portfolio, every portfolio a pitch.
More in Apps & Integrations
Questions, answered
The fine detail
Upsell for clubs, coaches, agencies, B2B and professional services If your package includes it, there is nothing to buy twice - this page exists so you can see what it does and add it anywhere it is not already working for you.
No. If the system you run works, we wrap it rather than rip it out - same add-on, delivered in bridge mode over Fresha, OpenTable, Mews, Cliniko, Shopify, Xero and friends.
Ready when you are.
Add Client Dashboard to your project - or see it running on a live demo first.
Add to projectBook a demo