Client Area

A delightful experience, right out of the box.

Your clients shouldn’t feel like they’re using a third-party system. With Upmind’s fully branded and customisable client area, they can manage their services, orders, and payments – all within a sleek, seamless, self-service portal, which also reduces admin workload.

Branded, customisable, and built for convenience while elevating the experience.

Client Area

A delightful experience, right out of the box.

Your clients shouldn’t feel like they’re using a third-party system. With Upmind’s fully branded and customisable client area, they can manage their services, orders, and payments – all within a sleek, seamless, self-service portal, which also reduces admin workload.

Branded, customisable, and built for convenience while elevating the experience.

Client Area

A delightful experience, right out of the box.

Your clients shouldn’t feel like they’re using a third-party system. With Upmind’s fully branded and customisable client area, they can manage their services, orders, and payments – all within a sleek, seamless, self-service portal, which also reduces admin workload.

Branded, customisable, and built for convenience while elevating the experience.

Brand & integrate client portals to your business.

Brand & integrate client portals to your business.

Brand & integrate client portals to your business.

Make it look and feel like your business

Imagine talking to someone while looking at someone else; your clients don’t want to either. Customise every detail – your logo, colours, domain, and layout – with no technical expertise needed. Your brand, your style, your experience.

Make it look and feel like your business

Imagine talking to someone while looking at someone else; your clients don’t want to either. Customise every detail – your logo, colours, domain, and layout – with no technical expertise needed. Your brand, your style, your experience.

Make it look and feel like your business

Imagine talking to someone while looking at someone else; your clients don’t want to either. Customise every detail – your logo, colours, domain, and layout – with no technical expertise needed. Your brand, your style, your experience.

Give your clients a smarter dashboard

Your clients should always be connected to your business. Each client’s dashboard syncs with your products and services in real-time, giving them full access to manage subscriptions, track payments, and use Single Sign-On (SSO)—all without raising a ticket.

Give your clients a smarter dashboard

Your clients should always be connected to your business. Each client’s dashboard syncs with your products and services in real-time, giving them full access to manage subscriptions, track payments, and use Single Sign-On (SSO)—all without raising a ticket.

Give your clients a smarter dashboard

Your clients should always be connected to your business. Each client’s dashboard syncs with your products and services in real-time, giving them full access to manage subscriptions, track payments, and use Single Sign-On (SSO)—all without raising a ticket.

Your clients can manage things on their own terms.

Your clients can manage things on their own terms.

Your clients can manage things on their own terms.

Orders & billing –without the hassle

Let your clients take control. They can place orders, view invoices, update payment methods, track billing history and manage subscriptions anytime. Upgrading, downgrading or cancelling a service is just a few clicks away. Plus clients get control over advanced features like invoice consolidation, default payment currencies and more.

Orders & billing –without the hassle

Let your clients take control. They can place orders, view invoices, update payment methods, track billing history and manage subscriptions anytime. Upgrading, downgrading or cancelling a service is just a few clicks away. Plus clients get control over advanced features like invoice consolidation, default payment currencies and more.

Orders & billing –without the hassle

Let your clients take control. They can place orders, view invoices, update payment methods, track billing history and manage subscriptions anytime. Upgrading, downgrading or cancelling a service is just a few clicks away. Plus clients get control over advanced features like invoice consolidation, default payment currencies and more.

Easy management of services

Clients won't have to wait for you or your team. Through Upmind's provisioning system, the client area syncs with your services in real-time, allowing clients to handle their products and subscriptions without support.

Easy management of services

Clients won't have to wait for you or your team. Through Upmind's provisioning system, the client area syncs with your services in real-time, allowing clients to handle their products and subscriptions without support.

Easy management of services

Clients won't have to wait for you or your team. Through Upmind's provisioning system, the client area syncs with your services in real-time, allowing clients to handle their products and subscriptions without support.

Show them what they want or need

Show exclusive pricing, discounts, and VIP-only offers to specific clients. View baskets in progress or create order templates in order to personalise client experiences.

Show them what they want or need

Show exclusive pricing, discounts, and VIP-only offers to specific clients. View baskets in progress or create order templates in order to personalise client experiences.

Show them what they want or need

Show exclusive pricing, discounts, and VIP-only offers to specific clients. View baskets in progress or create order templates in order to personalise client experiences.

Raise the bar for support and data security.

Raise the bar for support and data security.

Raise the bar for support and data security.

Quick & easy support

Your clients can raise tickets, track progress, and get help fast—all within the Client Area. Want a seamless workflow? Pipe in external emails and keep everything in one place.

Quick & easy support

Your clients can raise tickets, track progress, and get help fast—all within the Client Area. Want a seamless workflow? Pipe in external emails and keep everything in one place.

Quick & easy support

Your clients can raise tickets, track progress, and get help fast—all within the Client Area. Want a seamless workflow? Pipe in external emails and keep everything in one place.

Tight data security

Your clients can protect their accounts with Two-Factor Authentication (2FA), IP restrictions, and secure password resets. Every action is logged, so you have complete transparency at all times.

Tight data security

Your clients can protect their accounts with Two-Factor Authentication (2FA), IP restrictions, and secure password resets. Every action is logged, so you have complete transparency at all times.

Tight data security

Your clients can protect their accounts with Two-Factor Authentication (2FA), IP restrictions, and secure password resets. Every action is logged, so you have complete transparency at all times.

Our tools give your clients more power, more control.

Our tools give your clients more power, more control.

Our tools give your clients more power, more control.

Account management

Clients can update profiles without support from their account settings.

Account management

Clients can update profiles without support from their account settings.

Account management

Clients can update profiles without support from their account settings.

Email history

Clients can see every past message in one place.

Email history

Clients can see every past message in one place.

Email history

Clients can see every past message in one place.

Affiliate program

Enable referrals with built-in tracking and commission management.

Affiliate program

Enable referrals with built-in tracking and commission management.

Affiliate program

Enable referrals with built-in tracking and commission management.

Mobile-optimised

Fully responsive, so clients can access their accounts from any device.

Mobile-optimised

Fully responsive, so clients can access their accounts from any device.

Mobile-optimised

Fully responsive, so clients can access their accounts from any device.

Custom API integrations

Extend functionality by connecting to external platforms.

Custom API integrations

Extend functionality by connecting to external platforms.

Custom API integrations

Extend functionality by connecting to external platforms.

Support PINs

Verify clients by generating customer PINs for quicker and secure client support.

Support PINs

Verify clients by generating customer PINs for quicker and secure client support.

Support PINs

Verify clients by generating customer PINs for quicker and secure client support.

You're in good company.

You're in good company.

You're in good company.

Resources

Ready to migrate, launch, or scale? Let's go!

From step-by-step guides to feature updates and video tutorials, our resources are here to help you every step of the way.

Docs & Guides

Our documentation and in-depth guides walk you through settings, setups and core concepts – so you can get up and running, fast.

Video Walkthroughs

Dive into video walkthroughs covering key features, tips, and best practices to help you streamline and grow with Upmind.

Roadmap & Requests

See what’s coming, request new features, and upvote integrations and ideas. Help us shape the future of Upmind with your feedback.

Resources

Ready to migrate, launch, or scale? Let's go!

From step-by-step guides to feature updates and video tutorials, our resources are here to help you every step of the way.

Docs & Guides

Our documentation and in-depth guides walk you through settings, setups and core concepts – so you can get up and running, fast.

Video Walkthroughs

Dive into video walkthroughs covering key features, tips, and best practices to help you streamline and grow with Upmind.

Roadmap & Requests

See what’s coming, request new features, and upvote integrations and ideas. Help us shape the future of Upmind with your feedback.

Resources

Ready to migrate, launch, or scale? Let's go!

From step-by-step guides to feature updates and video tutorials, our resources are here to help you every step of the way.

Docs & Guides

Our documentation and in-depth guides walk you through settings, setups and core concepts – so you can get up and running, fast.

Video Walkthroughs

Dive into video walkthroughs covering key features, tips, and best practices to help you streamline and grow with Upmind.

Roadmap & Requests

See what’s coming, request new features, and upvote integrations and ideas. Help us shape the future of Upmind with your feedback.

FAQs

FAQs

FAQs

Your questions, answered.

If you don’t find the answer you need here, our support team is just a message away. Reach out via live chat, and we’ll be happy to help.

Your questions, answered.

If you don’t find the answer you need here, our support team is just a message away. Reach out via live chat, and we’ll be happy to help.

Your questions, answered.

If you don’t find the answer you need here, our support team is just a message away. Reach out via live chat, and we’ll be happy to help.

What can clients do in the client area?

How can clients manage their own subscriptions?

Is the client area customisable?

Can clients reset their passwords or recover accounts?

Is the client area mobile-friendly?

Can clients enable additional security measures?

Is there a free trial available?

How do I move to Upmind?

What can clients do in the client area?

How can clients manage their own subscriptions?

Is the client area customisable?

Can clients reset their passwords or recover accounts?

Is the client area mobile-friendly?

Can clients enable additional security measures?

Is there a free trial available?

How do I move to Upmind?

What can clients do in the client area?

How can clients manage their own subscriptions?

Is the client area customisable?

Can clients reset their passwords or recover accounts?

Is the client area mobile-friendly?

Can clients enable additional security measures?

Is there a free trial available?

How do I move to Upmind?

Ready to level up your customer experience?

Give your clients a professional, self-service portal out of the box—making it easy for them to manage services, track invoices, and get support all in one place.

Ready to level up your customer experience?

Give your clients a professional, self-service portal out of the box—making it easy for them to manage services, track invoices, and get support all in one place.

Ready to level up your customer experience?

Give your clients a professional, self-service portal out of the box—making it easy for them to manage services, track invoices, and get support all in one place.