Teaching Clients How to Use the ProWorkflow Client Portal

Wiki Article

If you're working with clients through ProWorkflow, one of the most helpful tools at your fingertips is the Client Portal. It’s a simple way to keep your clients in the loop, without filling their inboxes with updates or juggling long email threads. Helping your clients learn how to use the portal can make your projects run smoother and keep everyone happy. You can find the portal here: https://proworkflow4.net/

The portal gives your clients a clear view of the project—what's done, what's still in progress, and what’s next. To get your clients started, begin with a short chat or email explaining what the portal is for. A quick message like, “You can check how things are going or send messages right from the portal” can be very helpful.

Next, give them a short walkthrough. It doesn’t need to be anything fancy. Let them know how to log in, where to find their projects, and how to leave a comment or upload a file. If they’re new to this kind of tool, it can help to send screenshots or even a short video. You can also show it to them during a call and answer any questions they have on the spot.

Encourage your clients to ask questions. Some people don’t feel comfortable with new tech, and that’s okay. Remind them that it’s just a tool to make your work together easier. You might say, “There’s no wrong way to use it—if you’re not sure, just ask!” This helps build confidence and makes them more likely to use the portal regularly.

Once they get the hang of it, most clients find it easy to use. It saves time for both sides. You don’t need to repeat things over email, and they don’t have to wonder if they missed a message.

In the end, teaching your clients how to use the ProWorkflow Client Portal is about keeping things simple and helpful. A little guidance at the start goes a long way. With clear updates and one place to manage communication, projects often move quicker and with less stress. And let’s be honest—anything that makes projects feel less stressful is a win for everyone.