Consultation Calendar

Consultations

Edit Consultation Availability

Selected Consultation

No consultation selected

Choose a consultation request to review the brief, contact details, and preferred time.

Update Consultation

Status New Confirmed Completed Archived

Linked Project

Consultation Date

Consultation Time

Internal Notes

Save Consultation Delete Consultation

Availability Calendar

Control consultation slot visibility

Toggle times on or off for each day. Booked times remain locked.

Client Accounts

Clients

Add Client

Invite Client

Provision a premium client portal account

Create the client, attach the first project, and send the secure access email in one flow.

Primary Contact

Portal Email

Company Name

Billing Email

Initial Project

Service Line

Send Invite + Create Client Cancel Edit

Projects + Delivery

Projects

Create Project Add Milestone Publish Update

Project Setup

Create Project

Define the selected client context, current phase, and launch target in a tighter setup pass.

Client

Project Name

Service Line

Current Phase

Launch Target

Project Summary

Create Project Cancel Edit

Milestone

Add Milestone

Title

Due Date

Status Upcoming In Progress In Review Approved Complete

Description

Requires client approval

Add Milestone Cancel Edit

Project Update

Publish Project Update

Update Title

Label Update Decision Review

Update Body

Publish Update Cancel Edit

Documents

Deliverables

Add Document

Secure Upload

Upload Document

Category

File

Upload Document Cancel Edit

Billing

Finance

Add Invoice Record Payment

Invoice

Create Invoice

Invoice Title

Amount

Status Issued Overdue Paid Void

Due Date

External Payment URL

Description

Leave this blank to let the portal generate Stripe Checkout sessions automatically. Only use this field when you intentionally want an external payment link override.

Create Invoice Cancel Edit

Payment Record

Record Payment

Invoice

Amount

Method

Reference

Paid At

Record Payment

Project Messaging

Messages

New Message

Message Body Save as internal note only

Post Message Cancel Edit

Portal Access

Access

Grant Access

Client

Project

Grant Project Access