Ultimate Client Portal System Part 1 – Foundations
Get instant access to the foundational lessons that walk you through the details of how to use your new Kitchen account.
What's inside
Kitchen Basics
- What Kitchen is (vs. a CRM vs. Notion)
- Choosing a plan + starting on the free plan
- Domain & email setup tips
- Settings, sidebar navigation & project folders
- Permissions, roles & notifications
- Inviting, managing & impersonating clients
- Creating project templates
- Archives, trash, mobile app & GDPR compliance
Task Boards, Milestones & Reminders
- Creating & customizing task boards
- Repeating tasks & bulk task management
- Hiding internal tasks from clients
- Milestones & reminders
Conversations (Messaging)
- Sending, receiving & editing messages
- File attachments
- Saved replies
Embeds & Links
- Forms, docs, videos & calendars
- Cloud storage & website links
- Organizing embeds so clients can actually find stuff
Docs, Invoices & Quotes
- Docs & quotes
- One-time & recurring invoices
Bonus
- Canva templates for task and folder cover images
Plus optional quizzes at the end of each module, so you can test how much of the important stuff you've actually absorbed.
FAQs
What's the difference between Part 1 & Part 2?
Part 1 teaches you how Kitchen works, feature by feature. Part 2 is where the systems live: portal setup templates, the booking process map, form and email templates, automations and more. Part 1 gets you comfortable with the tool; Part 2 shows you what to build with it.
Part 1 teaches you how Kitchen works, feature by feature. Part 2 is where the systems live: portal setup templates, the booking process map, form and email templates, automations and more. Part 1 gets you comfortable with the tool; Part 2 shows you what to build with it.
Do I need a Kitchen account?
Yes, you'll want one to follow along. You don't have to commit to a paid plan on day one, though. There's a lesson on starting with the free plan and picking the right plan when you're ready.
I've never used a client portal. Is this too advanced?
Nope. It starts with basic general settings, then builds from there tackling each feature one at a time. You can also use as much or as little of the platform as you want in your own portal.
What happens when Kitchen updates something?
Software changes frequently in most cases. Check the Course Updates lesson for change announcements, and the occasional update announcement email related to course updates, specifically, so you stay up-to-date. Inside this course, you'll also get links to Kitchen's help resources & a YouTube playlist of super short tutorials as Kitchen adds new ones.
Who is this for?
Service providers &/or agencies who want a professional client portal but don't want to spend a hours & hours clicking around Kitchen trying to figure out what everything does.
Or pay another way
Ultimate Client Portal System: Part 1 (Foundational)
$197
Subtotal
$197
Total
$197