#Your Client's Experience

This guide explains what your clients see when they log into Igolo Interior, how they interact with their project, and how you can make their experience great.

#Table of Contents

1. What Is the Client Portal?
2. What Clients Can See
3. What Clients Cannot See
4. How Clients Make Payments
5. Tips for a Great Client Experience

#1. What Is the Client Portal?

The Client Portal is a separate, clean interface designed specifically for your clients. It gives them a window into their project without overwhelming them with internal details.

Here is how it works:

• Clients get their own login credentials. When you convert a lead into a client, the system can send them a welcome email with their login details.
• Each client only sees their own project. They cannot access anything else in the system.
• The portal is designed to build trust. Clients can track progress, view documents, and make payments -- all in one place.

#2. What Clients Can See

#Project Overview

Clients see a high-level summary of their project, including:

• The project name and address.
• A progress bar showing overall completion.
• The current phase (e.g., "Sprint 4: Woodwork & Carpentry").
• Key dates (start date, expected completion).

#Sprint Timeline

A visual timeline shows all six project phases:

• Which phases are completed (shown in green).
• Which phase is currently in progress (highlighted).
• Which phases are upcoming (shown as pending).

This gives clients a clear picture of where their project stands.

#Site Updates

When your supervisors log daily work on site, you can choose which updates are visible to the client. Clients see:

• The date and description of the work done.
• Photos uploaded from the site.
• Progress notes you have marked as "visible to client."

This replaces the need for WhatsApp groups or manual update calls.

#Payment History

Clients can view:

• A list of all payments they have made.
• The amount, date, and status of each payment.
• Their current project wallet balance.
• Any upcoming payment milestones.

#Project Documents

Clients can access documents you have shared with them, such as:

• Approved quotations and contracts.
• Design drawings and 3D renders.
• Invoices and payment receipts.

#3. What Clients Cannot See

Your internal operations remain private. Clients do not have access to:

• Your internal notes -- Any notes you add to leads, projects, or daily logs that are not marked as "visible to client."
• Your costs and profit margins -- Clients see the quoted price, not your base costs, markups, or profit calculations.
• Other clients' projects -- Each client can only see their own project.
• Internal team communications -- Notifications, approval requests, and team discussions are not visible to clients.
• Vendor details and purchase orders -- Your procurement process stays internal.
• Labour logs and attendance -- Worker attendance, wages, and team details are not shared.

#4. How Clients Make Payments

#Online Payments via Razorpay

If you have configured Razorpay (see the Integrations guide), clients can pay directly from their portal:

1. The client logs in and navigates to their project.
2. They click Make Payment and enter the amount.
3. A secure Razorpay popup appears with options for credit card, debit card, UPI, net banking, and more.
4. After successful payment, the amount is instantly credited to the project wallet.
5. Both the client and your team receive a confirmation.

#Payment Milestones

You can set up payment milestones tied to project phases. For example:

• 20% advance before work begins.
• 30% before carpentry starts.
• 30% before finishing work.
• 20% at handover.

Clients can see these milestones in their portal and pay against them when due.

#5. Tips for a Great Client Experience

#Update Daily Logs Regularly

Clients appreciate knowing what is happening on their site. Encourage your supervisors to log daily updates with photos. Even a simple note like "Completed wardrobe framing in master bedroom" goes a long way.

#Mark Positive Updates as "Visible to Client"

Not every log entry needs to be shared. Choose updates that show meaningful progress -- completed milestones, installed fixtures, painted rooms. Keep internal issues (material delays, worker absences) for your internal team.

#Keep the Timeline Updated

If a sprint is completed, mark it as done. If there is a delay, update the dates. Clients check the timeline frequently, and an outdated one erodes trust.

#Respond to Client Questions Promptly

When clients reach out with questions about their project, respond quickly. The portal reduces the number of questions (since clients can see progress themselves), but when they do ask, a fast response builds confidence.

#Share Documents Proactively

Upload design drawings, 3D renders, and contracts to the project so clients can access them anytime. This reduces back-and-forth requests for documents.