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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

Open Organization Settings

Set your branding and subdomain in Every

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Setting Up Your Branded Subdomain

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

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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.

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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.

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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.

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Best Practices

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.

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Next Steps

Invoices

Send branded public invoices through the same client-facing surface

Proposals

Share proposals on your branded subdomain

Bookings

Let clients schedule through your branded /book page

Organization Setup

Finish branding, defaults, and public-facing setup