The Client Portal
How Spatiko's client portal gives real estate agents self-serve, passwordless access to their orders, media, payments, and property websites.
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The client portal is a self-serve area on your own business’s site where the agents you shoot for go instead of emailing you. Every order, every gallery, and every balance lives in one place they can find on their own — no password to remember, no waiting on you for a resend. The client portal overview shows what that looks like on an agent’s phone.
Every order, in one place
Once an agent signs in, they see every order for their business — searchable by property address, with counters for total, completed, and in-progress orders. Opening an order shows its schedule, a progress timeline, the full pricing breakdown, payment history with receipts, and delivered content once the shoot is complete. It’s the same order-detail experience as a one-off delivery link, just organized by account instead of a single link — so a client with a dozen shoots over the years has all of them in one searchable place.
Signing in without a password
There’s no password and no signup form. An agent enters their email at your business’s own /portal/login, and — if a client record matches — gets a single-use magic link by email. The portal only exists on your subdomain or custom domain, and it only ever shows an agent their own orders at your business, even if they’re also a client of other photographers elsewhere.
When an order has more than one person on it
Not everyone involved in a shoot needs the same access, so the portal doesn’t hand it out uniformly. Each person you add to an order carries a Portal access switch on their row — listing agents and co-listing agents get it by default, a seller usually doesn’t, and a billing contact does. That means a seller can still receive the delivered photos through their own delivery link without ever signing in to the portal, while a co-listing agent signs in and finds the order in their own portal like any other. See order participants for how those rows are set up.
Money stays personal, too. On an order that bills more than one person, each signed-in participant sees only their own invoice and their own payment history — never another payer’s. A billing contact gets the billing side of the order: the balance they owe and the way to settle it. Moving or cancelling the booking itself stays with your primary client.
Money and cancellations, handled in context
Each order page shows exactly what’s owed, and — when your business has online payments turned on — a Pay button that settles the balance without leaving the portal. That’s also how downloads unlock if you require payment before releasing files. Cancellation works the same way: depending on your booking policy and timing, a client either cancels in one click with an automatic refund calculation, or sends a cancellation request for you to review.
Booking the next shoot, without retyping anything
Portal home carries a Book a new shoot button that drops the agent straight into your booking page with the booking already tied to their client record — the name, email, phone, and company you already have on file come across with them, so there’s nothing to re-enter.
If an agent has credit on file with your business, the balance is shown on portal home, and it’s spent rather than just stored: at checkout it comes off the new booking’s total and they’re charged only the remainder. See how clients pay and cancel a booking for how that lands on the order.
What else agents handle themselves
- Requesting photo changes. After a delivery, an agent can flag specific photos or floor plans with a note on what needs adjusting, instead of emailing you a list. You’re notified by email and in-app, and mark each one resolved when it’s done.
- Rescheduling a shoot. When your booking policy allows it, an agent can move their session to another open time with the same photographer. When it doesn’t, they send you their preferred times instead.
- The marketing kit. From a delivered order, an agent can turn the photos you shot into ready-to-post social images.
Agents manage their own profile and listings
From /portal/account, agents keep their name, phone, and photo current, and fill in the agent profile — title, brokerage name and logo, license, and website — that shows as the Listing Agent on their property websites. If an order includes one, they can also edit that property website’s details, template, and page sections directly from the portal, with per-listing control over whether their email, phone, and photo show on that specific site.
Go deeper
- Signing in to the client portal — how the passwordless magic link works, and why agents only ever see their own data.
- How clients view and download their media — the order list, order detail page, and exactly how re-downloads work.
- How clients manage their profile — personal info versus the agent profile shown on property websites.
- What clients can edit on a property website — what agents can edit on a property website, and what stays admin-only.
- How clients pay and cancel a booking — how clients pay online, how account credit is spent, and when they can reschedule or cancel on their own.
Frequently asked questions
Do my clients have to create an account or remember a password for the client portal?
No — there's no password and no signup form. An agent enters their email at your business's own portal login and, if a client record matches, gets a single-use sign-in link by email.
Can a client see orders they placed with a different photographer?
No. The portal only exists on your subdomain or custom domain, and it only ever shows an agent their own orders at your business — even if they're also a client of other photographers elsewhere.
Can clients settle a balance or cancel without emailing me?
Each order page shows exactly what's owed and, when your business has online payments turned on, a Pay button that settles it without leaving the portal. Cancellation depends on your booking policy and timing — a client either cancels in one click with an automatic refund calculation, or sends a cancellation request for you to review.
Does booking again from the portal mean the agent retypes their details?
No. Book a new shoot drops them straight into your booking page with the booking already tied to their client record, so the name, email, phone, and company you have on file come across with them.