September reportPublished on 16 September
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Website redesign72 %
Client portal
A client portal for every client of your agency
No account, no password: they come in through their link. They see the reports you publish, open tickets and, if you invite them, follow their project’s tasks. And you don’t pay for them.
30 days free, no card required. Then €6 per person per month + VAT.
Brava Coffee Roasters
What your client sees
What you publish, and nothing else
The portal has three sections, in a light or dark theme. Drafts, version history, hours and budgets stay on your side.
Overview
A front page you put together yourself, by hand or through the API.
Reports
The published ones, in the order you choose and with their date.
Support
To open tickets (name, email, project, subject, message and up to five attachments) and follow the conversations while they’re open.
Reports
Reports that read themselves
You write the report in HTML and Wolovy adds the charts: bars, lines, areas and donuts, counters, progress bars, KPI blocks and comparisons between two periods. They come out in your brand colour, and the content never runs code.
- The HTML is cleaned when saved: only what’s safe stays.
- A badly written component fails on save, not as an empty chart.
- In comparisons you choose, row by row, whether going up is good or bad.
Publishing
Publish when you want, how you want
- 01
Draft
Saving a draft never touches what the client sees.
- 02
Preview
A ten-minute link shows it exactly as the client will see it.
- 03
Publish
Every publication is a numbered version. Up to fifty per report.
- 04
Restore
An earlier version goes back to the draft; it isn’t live until you publish it.
Notices
Every notice, logged
The notice goes out from your own mail server, to each recipient separately, with your template and your signature. It stays in the log with the date, the subject, who it went to and whether it went out.
- Up to 20 recipients per send.
- Variables for the client’s name, the link, the report and the date.
- If the email doesn’t include the portal link, Wolovy warns you before sending.
Tickets
Requests don’t get lost in email
What the client asks for in the portal lands in Tickets with its code, assigned to whoever you choose, and the team sees it straight away. Every reply reaches the client by email with a link to the conversation.
- Spam limits per IP, per email and per day.
- You can block a contact: their new tickets stop coming in.
- Contacts are created automatically, one per email address.
On their website
Embed it on the client’s website
Besides the link, every portal has an embeddable version: dashboard and reports in an iframe, read-only and without tickets. It only works on the domains you allow.
<iframe src="https://app.wolovy.com/api/client-portal/e/<EMBED_TOKEN>"
style="width:100%;min-height:800px;border:0"
loading="lazy" referrerpolicy="no-referrer"></iframe>Guests
Invite the client into the tasks
In Project Management you can invite people from outside with a link by email, no account needed. They see the projects you invite them to and nothing else in Wolovy.
Brand
Your brand, their language
Your colour and typeface
Your primary colour on links and charts, one of five typefaces, your signature on emails and your client’s logo in their menu.
Six languages
Each portal has its own language: every client sees it in theirs.
Links you control
The link lasts 60 days and renews itself every time you send a notice. Regenerating it kills the old one at once.
API
Reports from your AI, through the API
With a company API key you can create, edit, reorder and publish portal reports. Whatever arrives through the API comes in as a draft unless you ask to publish it, and each version is labelled as created by the API.
Read the API documentationcurl -X POST "https://app.wolovy.com/api/client-portals/<PORTAL_ID>/entries" \
-H "Content-Type: application/json" \
-H "X-Company-Token: <TOKEN>" \
-d '{"title":"September 2026","html":"<h1>…</h1><div data-chart=\"…\"></div>"}'Questions
About the client portal
Does the client need an account?
No. They come in through their link, with no username or password.
Does the link expire?
The access link lasts 60 days and renews itself every time you send a notice. The embed link never expires.
Can they see the hours or the budget?
No. Only what you publish in their portal.
What happens if I revoke the link?
It stops working at once. The client sees a not-found page, the same as for a link that never existed.
Which languages is the portal in?
Spanish, Catalan, English, French, Italian and German. Each portal has its own.
How many of the client’s people can come in?
Anyone with the link. Clients don’t count as paying users.
Can the reports be written by AI?
Yes, with your own AI and the API: the report arrives as a draft and you publish it.
One tool. The whole agency.
Get started
30 days, no card. Then €6 per person per month + VAT.