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Client Portal Branded Mobile App Setup Guide

Discover how to manage and offer the Branded Client Portal Mobile App to your clients using Stack. This guide will walk you through personalizing offers, managing client access, and understanding the client experience.

Table of Contents​

Setting Your Branded Client Portal Mobile App Price​

To set the pricing for the Branded Client Portal Mobile App, navigate to the Reselling tab in your Stack account. Here, you can configure your agency-wide offer.

Personalizing Offers for Certain Clients​

If you wish to offer a different rate to specific clients, follow these steps:

  1. Go to Sub-Account List.
  2. Search for the client and click on the three dots next to their name.
  3. Select Manage Clients.
  4. Scroll to the reselling section, adjust the pricing for the Branded Client Portal Mobile App, and click Save.

Disabling Branded Client Portal Mobile App for Certain Clients​

To prevent certain clients from accessing the Branded Client Portal Mobile App:

  1. Go to Sub-Account List.
  2. Search for the client and click on the three dots next to their name.
  3. Select Manage Clients.
  4. In the reselling section, toggle off the Branded Client Portal Mobile App and click Save.

Note: This can only be done before the client has made a purchase.

Direct Deployment Without Stripe​

To deploy the Branded Client Portal Mobile App directly to a location without using Stripe:

  1. Go to Sub-Account List.
  2. Search for the client and click on the three dots next to their name.
  3. Select Manage Clients.
  4. In the reselling section, under Branded Client Portal Mobile App, read and accept the terms and conditions, then click Pay Now.

Note: The app settings won't be visible until this manual deployment occurs.

Client Experience​

Discovering the Feature​

Clients can find the Branded Client Portal Mobile App by navigating to Sites in the Sub-Account left menu, then selecting Client Portal -> Settings -> Branded Mobile App.

Completing the Purchase​

Once clients discover the feature, they can purchase the Branded Client Portal Mobile App by entering their payment details and confirming the purchase. After clicking Confirm, the system will process the payment and direct them to the App dashboard.

Setting Up the App​

For a detailed step-by-step setup process, clients can refer to the setup guide.

Billing Overview​

When a client purchases the Branded Client Portal App, two subscriptions are created:

  1. Between the client's card and your Stripe account for collecting payments.
  2. Between Stack and your Stripe account, where you pay $79/month/location.