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Client Portal

Last Update 10 days ago

What Is the Client Portal? Accessing the Client Portal Accessing & Completing Documents in the Client Portal Paying an Invoice in the Client Portal Reviewing & Signing Contracts in the Client Portal

Completing Questionnaires in the Client Portal

Sometimes the business you're working with may ask you to complete a questionnaire or form. These are used to collect important details so they can move your project forward smoothly.

You can complete questionnaires directly inside the Client Portal — no downloads or extra accounts required.

📩 How You Receive a Questionnaire

You'll receive an email from the business with a link to complete the questionnaire.
The email may include a button such as:
  • Complete Questionnaire
  • Fill Out Form
  • Open Portal
Clicking the button opens the questionnaire in your browser.

 📝Filling Out the Questionnaire

Inside the Client Portal, you may be asked to:
  • Answer short or long text questions
  • Select options from dropdowns or checkboxes
  • Choose dates or timelines
  • Upload files (such as inspiration photos or documents)
Required questions will be clearly marked.

Questions may be spread across the document in several sections, and across multiple pages. They're all part of the same questionnaire, so you only submit once at the end.

You can take your time filling everything out.

📎Uploading Files

If the questionnaire includes file uploads:
  • Click the upload area
  • Select files from your device
  • Wait for the upload to complete before submitting
Supported file types and sizes are shown directly in the form.

✅ Submitting Your Responses

When you're finished:
  1. Review your answers in every section
  2. Click the Submit button in the top bar of the document
If the questionnaire has multiple pages, use Next to move through them. The Submit button appears on the last page.
Once submitted:
  • All of your answers are sent to the business together, as one response
  • You'll see a thank-you message
  • No additional action is required unless the business follows up

🔄 Can I Edit My Responses After Submitting?

In most cases, submissions cannot be edited after they're sent.
If you need to make a change:
  • Contact the business directly
  • They can resend or update the questionnaire if needed

📱Completing Forms on Mobile 

Questionnaires work on desktop, tablet, and mobile devices.
For the best experience:
  • Use an updated browser
  • Ensure a stable internet connection
  • Avoid refreshing the page while uploading files

❓ Having Trouble Submitting? 

If something doesn't work:
  • Make sure all required fields are filled out, in every section
  • If you don't see a Submit button, check that you're on the last page
  • Check your internet connection
  • Try a different browser or device
If the issue continues, reach out to the business for help.

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