Question 1

How do clients access the portal without creating an account?

Accepted Answer

Each client gets a unique, branded link to their own portal. They open it and complete the intake form, file uploads, contract signature, and deposit payment directly — no sign-up or password required.

Question 2

Is the payment deposit secure?

Accepted Answer

Clients submit payment through your own instructions (e.g. bank transfer) and can upload proof of payment, which you confirm on your end. SymvioHub never stores card details.

Question 3

Can I customize the contract terms?

Accepted Answer

Yes. You write your own contract text for each portal or template, and it's presented to the client with placeholders automatically filled in with their project details before they sign.

Question 4

Can I reuse the same setup for future clients?

Accepted Answer

Yes. You can save any portal as a reusable template, so future client onboarding starts pre-filled with your standard form fields, contract text, and file requests.

Question 5

What happens if a client doesn't finish their portal?

Accepted Answer

SymvioHub can automatically send reminder emails to clients who haven't completed their portal, and you can set an expiry date after which the link stops accepting submissions.