Discover how to easily find and manage customer appointments. Access appointment details, search by customer name, and filter by Service Title or Personnel.
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Business Tools
Appointment Services
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Created on: June 13, 2024
Learn how to find and manage your customer bookings. Access booking details, search by customer name, and filter by Booking Title.
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Business Tools
Booking Services
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Created on: June 13, 2024
After creating an Appointment Service, the next step is to make it easy for your customers to book an appointment.
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Business Tools
Appointment Services
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Created on: November 7, 2023
Craft a quote that serves as a template for proposals. Use the duplicate feature to save time.
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
You may find yourself in situations where a previously generated quote is no longer relevant due to evolving client needs or project requirements
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
You can convert accepted quotes into invoices with just a few clicks. This feature simplifies your workflow and enhances professionalism
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
After you send a quote, your client will receive an email containing a link to access the quote, check the details, and print it if they wish.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
You can easily send quotes to clients from your Portfoliobox admin panel. Just hit "send", and your clients will receive a professional quote in their inbox
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
You can only edit the content of a quote if its status is Draft. A quote with the status Sent, Accepted, or Cancelled cannot be edited.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
In your quote list, you can quickly locate quotes based on the status of the quote or the customer's name.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
A quote is a document sent to a potential buyer before the work is done. An invoice is a financial document that requests payment when work has been finished.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
You can create professional quotations that are tailored to your client's needs, complete with detailed information, pricing, and terms.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Instead of dealing with cash or complicated card readers, you simply display a QR code.
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Business Tools
In-person Payments
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Created on: October 26, 2023
Our QR Code feature is designed to streamline in-person transactions, making them faster, more convenient, and secure.
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Business Tools
In-person Payments
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Created on: October 26, 2023
You can effortlessly accept payments in face-to-face interactions by presenting a QR code.
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Business Tools
In-person Payments
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Created on: October 26, 2023
Simplify transactions with Portfoliobox's QR Codes and accept payments in face-to-face interactions by presenting a QR code.
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Business Tools
In-person Payments
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Created on: October 23, 2023
The printing option is a valuable tool for creating physical copies or digital records of your invoices.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Whether you've created an invoice in error, or want to declutter your records, the delete option allows you to remove invoices from your list with ease.
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Business Tools
Client Invoices
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Created on: October 16, 2023
With a simple click, you can duplicate an existing invoice, and the duplicated invoice will instantly appear at the top of your invoice list.
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Business Tools
Client Invoices
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Created on: October 16, 2023
In your invoice list, you can locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Send invoices directly from your Portfoliobox admin panel; simply hit send, and your clients will receive a professional and easy-to-understand invoice straight
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Business Tools
Client Invoices
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Created on: October 16, 2023
You can only edit the content of an invoice if its status is Draft. An invoice with the status Sent, Paid, Refunded, or Cancelled, cannot be edited.
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Business Tools
Client Invoices
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Created on: October 16, 2023
In your invoice list, you can easily locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.
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Business Tools
Client Invoices
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Created on: October 16, 2023
Whether you're selling physical products, digital files, or services, you can create, edit and send invoices seamlessly from your Portfoliobox admin panel.
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Business Tools
Client Invoices
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Created on: October 16, 2023
You can seamlessly create, edit and send invoices from your Portfoliobox admin panel.
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Business Tools
Client Invoices
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Created on: October 12, 2023
By default, the staff you add to a service is automatically connected to that service. You can easily disconnect or connect staff to services.
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Business Tools
Appointment Services
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Created on: September 27, 2023
You can add people working in your company and available for booking, fill in their schedules, connect & disconnect them to services, and set individual rates.
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Business Tools
Appointment Services
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Created on: September 27, 2023
Create an appointment service on your website to allow your customers to book an appointment and select their preferred time slot.
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Business Tools
Appointment Services
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Created on: September 27, 2023
Provide your customers with a convenient way to book their spots to your event with a Booking Page, Booking Section, or Booking Button.
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Business Tools
Booking Services
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Created on: September 12, 2023
Booking Alternatives is a feature in the booking system that allows you to offer multiple date and time options for the same event, like classes or workshops.
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Business Tools
Booking Services
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Created on: September 12, 2023
Booking involves reserving a fixed event, such as a concert, an exhibition, or a yoga class, where the date and time are predetermined.
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Business Tools
Booking Services
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Created on: September 12, 2023
Event Services and Appointment Services are two distinct concepts that have different meanings and uses. Learn how to differentiate between the two.
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Business Tools
Appointment Services
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Created on: September 12, 2023
You can also add a Checkout button on any page to sell your assets and link it to a digital asset from your Library.
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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
There are two ways to sell a digital product on your website. In both cases, the link will be emailed to the customer when the checkout is completed.
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Business Tools
File sharing
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Created on: December 6, 2022
You can upload, share, and sell digital files in your online portfolio: ebooks, audio files, Lightroom presets, character designs, or other digital downloads.
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Business Tools
File sharing
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Created on: December 6, 2022
You can upload digital files to your portfolio: ebooks, audio files, Lightroom presets, character designs, or other digital downloads. Then share or sell them.
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Business Tools
File sharing
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Created on: December 6, 2022
Supported file formats are gif, jpg, jpeg, png, svg, zip, rar, mp3, mp4, mpeg, oga, ogv, opus, tar, wav, avi, epub, mobi, and prc. The maximum file size is 1 Gb
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Business Tools
File sharing
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Created on: December 6, 2022
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