Client portal
Set up the branded portal your clients use to request interpreters.
7 articles in this category
Client portal, business, and organization
How an organization account, a business, and a client portal fit together, including the partner portal and white-label site your clients use.
Client portal setup checklist
The whole client portal setup in order, from creating a business to your first live client call, with a link to the article for each step.
Build your client portal
Build a branded client portal from your business: copy the name, logo, and colors, pick languages, then submit it for review.
How your clients reach an interpreter
Choose who answers client portal requests: your roster, the Remoto network, or both, and whether clients pick an interpreter.
Portal clients and who pays
Add a portal client, set their price, and choose who pays: the client card, your agency, or pro bono, plus one shared payment method.
Sign-in, privacy, and booking for someone else
Control who can open your client portal, how partner accounts sign in, and how a user books a call for their own client.
Invoices and what you settle with Remoto
Issue a client invoice or a period statement from Invoices, and see what you settle with Remoto. Nothing is sent on its own.