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Getting Started
Data Migration
Booking & Order Forms
Scheduling
Orders & Clients
Invoicing & Payments
- Invoicing & Payments overview
- Getting Paid: How Payments Work
- Accepting Online Payments with Stripe
- Accepting Card Payments with Square
- When Clients Pay — Payment Timing Options
- Creating & Sending an Invoice
- How Invoices Work — Statuses & Lifecycle
- Deposits & Balance Invoices
- Pay-to-Download — Gating Media on Payment
- Recording Cash, Check & Other Manual Payments
- Sales Tax on Photography Invoices
- Invoice Reminders & Overdue Invoices
- Credit Notes & Write-Offs
- Refunding a Client — Full & Partial Refunds
Media Delivery
Property Websites
Client Portal
Integrations
- Integrations overview
- Connecting Your Tools
- How Connecting an Integration Works
- Dropbox Sync: Setup, Permissions, Auto-Import
- Hosting Property Videos on YouTube
- Client Video Review with Frame.io
- Sending Client Emails Through Gmail
- Embedding 3D Tours and Video
- CubiCasa Floor Plans: Order, Scan, Deliver
- Syncing Orders to HubSpot
- Google Tag Manager on Order Forms
- ChatGPT Ads Pixel on Order Forms
- AI Connections: Claude and ChatGPT
Team Management
Analytics & Growth
Client Portal
What your clients see — a self-serve area where agents find every order, gallery, and balance without emailing you for a resend.
6 guides · updated
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The Client Portal How Spatiko's client portal gives real estate agents self-serve, passwordless access to their orders, media, payments, and property websites.More in Client Portal
- Signing In to the Client Portal How an agent gets into their client portal with a magic link — no password, no account setup — and why they only ever see their own data.
- How Clients View and Download Their Media What agents see in the client portal order list and order detail page, how photo and file downloads work, and how they request changes to delivered media.
- How Clients Manage Their Profile What agents edit at /portal/account — personal details and the agent profile shown on their property websites, including email, phone, and photo visibility.
- What Clients Can Edit on a Property Website What an agent can and can't change on a property website from their client portal, including per-listing agent-info visibility overrides.
- How Clients Pay and Cancel a Booking How an agent settles a balance, spends account credit, and — when the business allows it — reschedules or cancels a booking from the client portal.