Client portal demonstration

Welcome, future hunter.

This sample dashboard shows Karen what the finished client experience could include.

Prototype account

Your progress

Getting Started

1 of 4 setup steps demonstrated

  • ✓ Package selected
  • ○ Complete hunter intake
  • ○ Review and sign agreements
  • ○ Schedule planning call

Your plan

Resources

Customized checklists, gear guidance, app recommendations, and planning documents will appear here after Karen publishes them.

Forms

Intake & waivers

Secure questionnaires and signed documents will be organized here.

Questions

Message Karen

Clients will be able to ask package-related questions without exposing private information publicly.

This is a visual prototype

Secure authentication, database storage, electronic signatures, file delivery, and messaging must be implemented and tested before real client information is accepted.

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