Learn how to find and manage customer appointments in Portfoliobox. View appointment details, filter results, and receive automatic reminder emails.
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Business Tools
Appointment Services
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Created on: June 13, 2024
Learn how to find and manage customer bookings in Portfoliobox. Access booking details, filter results, and track appointments from your portfolio website.
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Business Tools
Booking Services
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Created on: June 13, 2024
Learn how to set up an appointment booking page on your Portfoliobox portfolio website, display selected services, and create single-service or single-personnel
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Business Tools
Appointment Services
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Created on: November 7, 2023
Learn how to duplicate a quote in your Portfoliobox admin panel so you can reuse and adjust proposals for clients on your portfolio website.
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
Learn how to delete a quote from your Portfoliobox admin panel when it is no longer needed or relevant on your portfolio website.
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
Learn how to quickly convert an accepted quote into an invoice in your Portfoliobox admin panel to streamline your workflow on your portfolio website.
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
Learn how clients review and accept quotes on your Portfoliobox portfolio, including the two-step acceptance process and automatic status updates.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how to send a quote from your Portfoliobox portfolio website and understand how the quote status affects what you can edit.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how to edit quotes in your Portfoliobox portfolio website and understand when a quote can or cannot be edited.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how quote statuses work in Portfoliobox and how to edit, send, accept, or cancel quotes for your clients.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn what a quotation is, what it includes, and how it differs from an invoice. Understand how quotes help you present clear pricing for your portfolio website
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how to create professional quotes on your Portfoliobox portfolio website. Add pricing, terms, products, and client details, then save your quote as a draf
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how to download and print QR codes from your Portfoliobox portfolio website to accept fast in-person payments for products, services, and bookings.
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Business Tools
In-person Payments
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Created on: October 26, 2023
Learn how to share QR codes from your Portfoliobox portfolio website to accept fast and secure in-person payments for products, bookings, and services.
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Business Tools
In-person Payments
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Created on: October 26, 2023
Learn how to create QR codes on your Portfoliobox portfolio website to accept fast in-person payments for products, bookings, and services.
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Business Tools
In-person Payments
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Created on: October 26, 2023
Learn how to use QR codes to accept quick in-person payments on your Portfoliobox portfolio website and streamline your checkout process.
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Business Tools
In-person Payments
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Created on: October 23, 2023
Learn how to print invoices or save them as PDFs from your Portfoliobox admin panel.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn how to delete an invoice from your Portfoliobox admin panel and keep your invoicing records organised.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn how to duplicate an invoice in your Portfoliobox admin panel to save time and reuse existing invoice details.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn how to change invoice status, edit invoice content, send invoices to clients, and delete invoices from your Portfoliobox admin panel.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn how to send invoices from your Portfoliobox admin panel, update invoice status, and deliver professional billing to clients on your portfolio website.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn when and how you can edit invoices in Portfoliobox, and understand why only draft invoices can be modified on your portfolio website.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn how invoice statuses work in Portfoliobox and how to update draft, sent, paid, refunded, or cancelled invoices from your portfolio website.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn how to create, edit, and send client invoices for products, digital downloads, or services directly from your Portfoliobox admin panel.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Learn how to create, edit, send, duplicate, and manage client invoices directly from your Portfoliobox admin panel.
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Business Tools
Client Invoices
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Created on: October 12, 2023
Learn how to connect or disconnect staff from your appointment services so clients can book the right person on your Portfoliobox portfolio website.
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Business Tools
Appointment Services
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Created on: September 27, 2023
Learn how to add staff, set schedules, and assign personnel to appointment services on your Portfoliobox portfolio website.
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Business Tools
Appointment Services
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Created on: September 27, 2023
Learn how to set up appointment services on your Portfoliobox portfolio website so clients can book personalised time slots directly through your calendar.
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Business Tools
Appointment Services
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Created on: September 27, 2023
Learn how to show all your booking services or highlight a single event on your portfolio website with booking pages and booking sections in Portfoliobox.
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Business Tools
Booking Services
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Created on: September 12, 2023
Learn how to create booking alternatives for classes, workshops and events on your Portfoliobox portfolio website, including multiple dates, prices and seat ava
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Business Tools
Booking Services
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Created on: September 12, 2023
Learn how to create and publish a booking service on your Portfoliobox portfolio website, including events with fixed dates and available seats.
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Business Tools
Booking Services
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Created on: September 12, 2023
Learn how booking and appointment services work in Portfoliobox, and how to add them to your portfolio website.
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Business Tools
Appointment Services
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Created on: September 12, 2023
Learn how to upload a digital file and link it to a Checkout button so you can sell digital downloads on any page of your Portfoliobox portfolio website.
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Business Tools
File sharing
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Created on: December 8, 2022
Once your file is uploaded in your library, you can generate a secure link and share it with your customers.
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Business Tools
File sharing
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Created on: December 6, 2022
Learn how to upload, create, and sell digital products on your Portfoliobox portfolio website using store products or Checkout buttons.
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Business Tools
File sharing
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Created on: December 6, 2022
Learn how to upload, share, and sell digital files on your Portfoliobox portfolio website, including supported formats, storage limits, and delivery options.
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Business Tools
File sharing
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Created on: December 6, 2022
Learn how to upload digital files to your Portfoliobox library so you can share or sell downloads through your portfolio.
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Business Tools
File sharing
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Created on: December 6, 2022
Learn which file formats you can upload to your Portfoliobox portfolio website and review file size limits and library storage based on your plan.
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Business Tools
File sharing
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Created on: December 6, 2022
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