Client Portal

FoxCLM does not require clients to sign up or log in. Instead, you generate public share links that give them view-only access to specific content. Share links are revocable and configurable.

What you can share

Share type	What the client sees
Invoice	One invoice with an optional "Pay Now" button
Schedule	A calendar of the client's sessions (past and upcoming)
Session summary	A curated list of recent sessions with optional comments
Booking page	A public page where new or existing clients can request sessions

Generating a share link

Invoice share

1. Open an invoice.
2. Click the Share icon in the toolbar.
3. FoxCLM generates a unique URL.
4. Copy the link and email it, or show the QR code on a mobile device.

The invoice appears on the public viewer (a separate, simpler app). If "Show Payment Link" is enabled on the invoice, the client sees a Pay Now button with Alipay and WeChat Pay options (via Stripe). See Payments.

Schedule share

1. Go to Clients, open a client, and click Share Schedule.
2. Configure what's visible:
   • Client names (if other clients share the session)
   • Times
   • Status
   • Notes
   • Attached files
   • Custom fields
3. Copy the generated link.

The client sees only their own sessions.

Session summary

Share a curated set of sessions (e.g. "last month's lessons") with optional comments. Comments require Google login by the commenter.

Booking page

Your public booking page lives at a fixed URL per workspace. See Booking Requests.

Revoking access

Each share has a token. Click Unshare on the source page (invoice, schedule, etc.) to invalidate the token. Anyone holding the link gets a 404.

You can also automate sharing and unsharing through workflow actions - e.g. automatically unshare an invoice the moment it's marked Paid.

What clients cannot do

Share links are view-only (except invoice payment). Clients cannot:

• Edit session details
• Reschedule directly (they can only request new bookings through the booking page)
• See other clients' data
• Download the full client database

Privacy controls

The schedule share has six toggles controlling visibility. Defaults are conservative - only date, time, and session name are shown unless you opt in to notes, custom fields, etc.

Invoice shares do not show other clients on the same invoice, even if present.

Next steps

• Payments - how clients pay invoices via share links
• Booking Requests - public booking page setup