Answers to the things we're asked most.

A white-label client portal for service businesses. You invite a client, they see a branded workspace with your files, approvals, messages, and invoices. Better than another email thread.

You sign up, answer four short prompts about the service you sell, and we scaffold a portal: folder structure, onboarding checklist, message templates. You invite your first client by email. They click the link and they're in.

An email address and €15. The €15 buys three client slots, which is your first three clients. No credit card required to sign up. You only pay when you're ready to invite a real client.

Yes. Sign up and explore the workspace without buying anything. The €15 slot pack is what unlocks real client invites. There is no time-limited trial that expires; the free side just doesn't let you onboard live clients.

Pricing model. SuiteDash and HoneyBook charge a monthly subscription regardless of whether you're using the portal. HoneyBook raised prices 89% in early 2025 for existing customers. ClientNest365 sells slots one-off, so a quiet month costs you €0.

You buy client slots in packs: €15 for 3, €35 for 10, €75 for 25, €150 for 50, €300 for 100, or €500 for unlimited for a year. Storage, custom branding, and a custom domain are sold as one-off add-ons. There's an optional €39/month Agency Plan for predictability, but you never need it.

No. Every feature is purchasable as a one-off. The Agency Plan is there for people who like predictable monthly billing. It isn't required, and we don't push it.

Card (Visa, Mastercard, Amex), Apple Pay, Google Pay, and SEPA Direct Debit for EU customers. A PCI-compliant payment processor handles billing; the provider is confirmed before launch and listed on the Privacy page.

Yes. Enter it at checkout. We run launch promotions periodically and partner codes through industry communities. Codes don't stack, but the discount applies to whatever's in your cart.

Unused slots are refundable within 14 days of purchase. Slots you've already used are not. See the Refund Policy for the full details. Fair terms, no surprises.

Immediately. Slots are added to your workspace at checkout. You see them on your dashboard and can invite clients straight away. We also email a receipt and itemized invoice from billing@[domain].

Within seconds. The checkout returns you to a confirmation page with the order number, and your dashboard shows the new slot balance before you finish reading it.

Under Billing in your workspace. Every transaction is listed with a downloadable PDF invoice. You can also forward any billing email to your accountant. They're proper invoices, not just receipts.

Files are stored privately, behind signed download URLs that expire. Database access is row-level locked per workspace. Everything is encrypted in transit (TLS) and at rest. Full audit logs of every action.

EU region. Database in the EU (Frankfurt or Ireland), files in EU R2. Third-party processors (payment processor, Resend) operate under appropriate data agreements.

Only with processors we need to deliver the service: a PCI-compliant payment processor (confirmed at launch), Resend for email, Cloudflare for files, Supabase for the database. Full list on the Privacy page. We don't sell data, we don't show ads, and there's no analytics tracker by default.