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Illustration of the Workstaff custom client portal interface on desktop and mobile

Are you an agency looking for better staffing solutions?

Client Portal: Empower Your Agency Clients

Give your clients a customizable user-friendly portal for effortless project and staff request sharing. Enhance collaboration and satisfaction by offering seamless project updates, instant messaging, and simplified staff request submissions.

Illustration de 5 étoiles représentant la note de satisfaction client

Discover the portal in action

See how the client portal transforms staff management and client relationships into a seamless, automated experience.

SOME OF OUR VALUED CUSTOMERS

  • Société Traiteur
  • Activation House
  • Montreal Alouettes
  • Stellar
  • Carnaval de Québec
  • SGM
  • Rescousse Sante
  • La Firme Evenementiel
  • Samajam
  • Université Laval
  • PromoStaff
  • Titan
  • Tango Tango
  • Athena
  • Modus Operandi Logistique
  • BBW International
  • Roses de Montréal
  • Celcius
  • Olive Orange
  • Staff
Digital staffing order form that automatically populates the Workstaff planning calendar for faster request processing.
orders

Receive Staff Requests Directly to Your Workstaff Planning

Streamline the process of receiving staff requests from clients. Through your portal, clients can effortlessly submit staffing orders, which will automatically populate your Workstaff calendar for fulfillment.
  • Simplified input for your clients
  • Automatic calendar updates
  • Faster request processing
selection

Staff Selection & Qualified Profiles

Give your clients the freedom to choose the ideal team. From a list of pre-selected candidates, they can access detailed profiles to identify the talent best suited to their needs. This collaborative approach ensures full satisfaction and simplifies resource management.

  • Approve suggested candidates in one click
  • Review detailed skills and experience
  • Access a complete history of past assignments
Client view of pre-selected candidate profiles including skills, experience, and past assignment history for team approval.
communication

Keep Your Clients Close with Instant Messaging

Whether it is a last-minute change, a question from the the field, always be responsive and have your clients feel close via the integrated instant messaging, with conversations dedicated to each staffing mandate.

Integrated instant messaging interface within the portal for direct communication between agencies and clients regarding staffing mandates.
One-click timesheet approval screen on the Workstaff portal showing precise tracking of worked hours by assignment.
timesheets

Simplified Timesheet Approval

Eliminate endless back-and-forth. Your clients can approve worked hours directly on the portal with a single click, ensuring accurate and fast billing.
  • Precise tracking of hours by assignment
  • Automatic calendar updates
  • Faster request processing

Instant Sharing of Team, Pictures, Time and more

Your portal is a direct window for your clients to get full transparency and live updates from your Workstaff operations.

Comprehensive view of the Workstaff client portal dashboard displaying live staffing progress, approved timesheets for sharing, and a real-time feed of field photos.
Illustration du partage en temps réel de la progression des projets avec les clients

Share Project Progress & Team

Share real-time project updates on what's being fulfilled, and which people are going to be dispatched for each project. Be in control of how much you want to share for each project, with precise control on the level of transparency you want for each project.

Icône symbolisant le partage des rapports d'heures approuvées avec les clients

Share Time Report

Instantly share approved hours on your projects with your clients. Remove the friction in preparing project status reports with your clients with your Portal.

photo

Share Pictures From the Field in Seconds

Share field photos with clients instantly, effortlessly showcasing live event buzz and campaign success.

satisfaction-client

Increased Client Satisfaction & Retention

Your portal gets a dedicated website with your name in the address, your own logo and branding. They won’t even know you’re using Workstaff as your magic wand.

  • Custom domain
  • Your agency logo
  • Seamless client experience
Custom branded client portal featuring an agency's own logo and domain for a white-label software experience.
A Direct Connection to Your Clients

A Direct Connection
to Your Clients

Branded to your organization, your Client Portal offers an always-on access to your operations for your clients.

Remove the friction in sharing data with your clients and in handling staffing orders, and nurture long-lasting relationships with your clients.

Frequently Asked Questions

What is the Client Portal add-on in Workstaff?

The Client Portal is a dedicated online dashboard you provide to your clients. It allows them to view their ongoing projects, submit requests for staff (Mandates), and track operational progress in real-time, thereby enhancing the transparency and professional image of your services.

How do I invite a client to access the portal?

You invite clients from the Clients section in Workstaff. By clicking on a client's profile, you select Enable access for this client. The system generates a unique registration link that you can email to them. Upon their first login, their status automatically changes from Invited to Active.

How does the staff request process (Mandates) work?

The process is managed in the Mandates section. When a client submits a request via their portal, you are notified, and it appears under Mandates to review. You can review the details and choose to Accept (which automatically builds a project) or Reject it. Note: An auto-accept option is also available per client.

Can a client modify their mandate request?

Yes, but only before it is approved. As long as the mandate is pending, the client can edit it in the portal. Once approved, the mandate is locked. If they need more staff, they must submit a new request from the existing project. If they need fewer staff, they must use the internal messaging system to contact the manager.

What project information can I share with my clients?

You have full control over the Sharing options. Within the project settings, you can customize exactly what the client sees on their portal. You can toggle options such as Sharing staff profile pictures, Sharing the confirmed team immediately, and Sharing the time report.

Get Started With Workstaff Today!

Workstaff plans offer all scheduling and communication tools.
Create your account, invite a few colleagues and start planning. Getting started with Workstaff only takes a few minutes.

Book a free call for more info