> ## Documentation Index
> Fetch the complete documentation index at: https://docs.every.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal

> Give clients a branded portal for invoices, proposals, and booking

## Overview

The client portal gives each organization a branded public home on its subdomain, such as `your-company.every.ai`. Clients can use it to sign in by email, review documents, and move between your public invoice, proposal, and booking pages without juggling separate links.

**What clients can do:**

* Sign in with a magic link sent to their email
* View invoices they are allowed to access
* View proposals they are allowed to access
* Jump into booking if online booking is enabled

**What you get:**

* A branded client-facing URL
* One place for invoices, proposals, and booking
* Public links that use your branded subdomain automatically

<Card title="Open Organization Settings" icon="settings" href="https://every.ai/settings" horizontal>
  Set your branding and subdomain in Every
</Card>

## Setting Up Your Branded Subdomain

Go to [**Settings**](https://every.ai/settings) and choose your subdomain in the organization area, or use the globe shortcut in the app navigation when available.

Once set, Every uses that subdomain across your public client-facing pages:

* `https://your-company.every.ai/` for the client portal
* `https://your-company.every.ai/invoice/...` for public invoices
* `https://your-company.every.ai/proposal/...` for public proposals
* `https://your-company.every.ai/book` for online booking

<Note>
  Existing root-domain public links still keep working, so older shared links do not immediately break when you add a branded subdomain.
</Note>

## How Clients Sign In

Clients do not need a password. They enter their email address and Every sends a secure magic link to that inbox.

After signing in, clients can see the invoices and proposals they are allowed to access based on their linked contact roles.

## How It Works with Invoices, Proposals, and Booking

The client portal is part of the same branded public surface as your other client-facing pages.

* **Invoices** open on the same branded subdomain
* **Proposals** open on the same branded subdomain
* **Booking** uses the same branded subdomain and can appear as a CTA inside the portal when booking is enabled

This means the client experience feels consistent across payment, approval, and scheduling flows.

## Booking Integration

If you have online booking enabled, the portal can point clients directly to your booking page at `/book`.

That keeps your scheduling flow inside the same branded experience instead of sending clients to a different tool.

## Best Practices

<Tip>
  Use your branded subdomain early, keep your logo and brand color current, and make sure the right contacts are linked to each client so portal access is predictable.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Invoices" icon="file-text" href="/billing/invoices-and-proposals">
    Send branded public invoices through the same client-facing surface
  </Card>

  <Card title="Proposals" icon="file-check" href="/billing/invoices-and-proposals">
    Share proposals on your branded subdomain
  </Card>

  <Card title="Bookings" icon="calendar-check" href="/scheduling/bookings">
    Let clients schedule through your branded `/book` page
  </Card>

  <Card title="Organization Setup" icon="building-2" href="/quickstart">
    Finish branding, defaults, and public-facing setup
  </Card>
</CardGroup>