Do clients need an account?
No. After you approve a request, clients can use the private portal link and access code you send them. They do not need to create a PortalBay account.
FAQ
Straight answers about PortalBay.
How client access works, what you can share, and what to expect during the controlled launch.
Can I share a public portal link?
Yes. PortalBay gives you a public intake portal that you can share with prospective clients so they can submit a project request.
Can I approve client requests?
Yes. New requests appear in your dashboard for review. You decide whether to approve or decline them before creating the client and project workspace.
Can I use PortalBay for freelance work?
Yes. PortalBay is designed for freelancers, independent professionals, studios, and agencies that manage client-facing projects.
Are paid plans available?
Not yet. The Free plan is available during the controlled launch. Paid plans are displayed as an informational preview, and checkout remains disabled.
Can I customize my portal?
You can use your workspace name and a brand accent color in the current launch version. Additional branding controls are not being advertised until they are ready.
What can clients do inside a private portal?
Clients can follow project context, exchange messages, access shared files, external project links, and next-step links, and respond to approval requests.
Does PortalBay process client payments?
No. PortalBay does not process payments between users and their clients. Any client billing or payment arrangement happens outside PortalBay. Customers pay PortalBay only for access to the software subscription.
Is PortalBay a full CRM?
No. PortalBay is intentionally focused on intake and active client work rather than sales pipelines, marketing automation, or enterprise CRM features.
Is there a free plan?
Yes. The Free plan includes one public intake portal, unlimited incoming public requests, three private client portals, three active projects total, and one active project per private portal.
Ready to see the workflow?
Review the full feature set or create a free workspace for your first client project.
Start with the free plan
A cleaner client experience starts with one workspace.
Use PortalBay to collect requests, approve the right work, and give each client a focused place to follow the project.