To adjust your Client's Portal Visibility, navigate to Settings > Other Options.
⚠️Remember to save your progress as you go.
Schedule Details – Show clients all Schedule Items, Job Phases, or hide the Schedule entirely.
Schedule Limit – Set the number of days ahead clients can view the Job Schedule.
Invoice Status – Determine if clients can see overdue invoices or payments received.
Job Progress Bar – Choose whether clients can track the status in your pipeline.
ℹ️To customise your Job Status Setup, navigate to Settings > Data Setup > Job Status.
💡Your client can now view their portal based on the settings you have saved