Modules · Client Portal · Coming soon

Your clients, self-served.

A branded client-facing surface for orders, prescriptions, contracts, invoices, and messages. The where-is-my-order question, answered without a ticket.

This module is on the roadmap · estimated availability Q1 2027. Vote on the request board to nudge the priority, or talk to us about an early-access slot.

About

Client Portal gives your clients a branded, secure surface where they can see their own orders, prescriptions, contracts, invoices, and conversation thread -- exactly the slice the operator app already shows on a client timeline, exposed to the client themselves. It is the answer to where-is-my-order without a support ticket, the place a renewal happens without a phone call, the surface a contract gets signed on. Branded with your colors, your logo, and your domain. Magic-link sign-in; per-client membership; no shared accounts.

Features
Per-client timeline
The same timeline operators see -- orders, prescriptions, contracts, invoices, messages -- exposed to the client themselves with the right slice.
Branded domain
portal.<yourdomain>.com. Your logo, your colors, your CSS-tunable bits. We host the infrastructure; clients see your brand.
Magic-link sign-in
No passwords. Email a one-time sign-in link; session lasts as long as you configure.
Self-serve actions
View invoice + pay. Sign contract. Update address + card. Pause subscription. Each action logged on the operator-side timeline.
Per-client mute
Same opt-out state honored across Messaging, Marketing, and Portal. One truth.
Use cases
Patient coordinator
Cut WISMO tickets in half
Clients log into the portal to see live tracking. Operator inbox stops drowning in tracking questions; the team handles the queries that actually need a human.
Owner
Signing happens on the portal
Send a contract; the client signs in the portal, not on a third-party signing tool. The signed PDF lands on the timeline; the operator stays out of the loop.
FAQ
What does the URL look like?
portal.yourdomain.com (CNAME) or a peptideclients.app subdomain if you do not want to manage DNS.
Can a client see another client's data?
No. The portal enforces per-client RLS server-side; cross-client leakage is structurally impossible.
Does it work without Messaging?
Yes, but the conversation thread will be empty. Most operators turn Messaging on first.
Add client portal the day you need it.
Vote on the idea board → Talk to us