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Articles on:Client Portal Management
Get your Zendo client portal up and running: sign up, basic settings, workspace access, sandbox, website connection, browser notifications and purging.

Categories

  • Team & Clients Management
  • Client Portal Management
  • Selling Services
  • Customization
  • Requests
  • Plans & Billing
  • Integrations
  • Privacy & Security
  • Sandbox
    Learn how to use Zendo Sandbox, a safe testing environment with demo content where you can connect Stripe and try out your client portal before going live.Few readers
  • Sign Up
    Learn how to sign up for Zendo: enter your name and email, set a password, name your workspace and accept the terms to start building your client portal.Few readers
  • Basic Settings
    Set up your Zendo workspace step by step: configure finances, workflows, services, forms and your Storefront, then invite your team members and clients.Few readers
  • Workspace Access
    Learn how to control who can access your Zendo workspace: allow everyone with the link to sign up or restrict your client portal to invited users only.Few readers
  • How To Connect Zendo With Your Website?
    Learn how to connect Zendo with your website by making it public and linking to your Storefront, individual checkout pages and sign up or login page.Few readers
  • How Can I Get Help?
    Need help with Zendo? Learn how to contact the team behind Zendo via the chat widget on the website or join the Zendo Discord community for direct support.Few readers
  • Web Browser Notifications
    Learn how to enable web browser notifications in Zendo, what happens if you block them, and how to change your preferences after enabling or blocking them.Few readers
  • Purge Workspace
    Learn how to purge your Zendo workspace to start fresh: what data gets cleared, what stays (team members and subscription) and how to run the purge.Few readers

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