Set Up the Customer Portal

When you create a customer in Kontrol™, the system automatically generates a unique private URL for them. It looks like:

Here's what the customer profile page looks like. The portal link section sits near the top:

Copy the portal link and paste it into an email, text, or chat message. No special format required. Here's a simple intro message you can adapt:

Once your client logs in with their email, they see a clean portal with these tabs:

When you upload a mockup and click Send for Approval, your client gets an email notification. They open the portal, click the job, and approve (or request revisions) right there.

When you send an invoice, a Pay Nowbutton automatically appears in the client's portal. They pay through Stripe — no account required on their end.

Clients check the portal when they're anxious about their order. Keep these four habits and you'll get far fewer "where is my stuff?" calls: