Starting with a new tool can feel overwhelming, but Sydnee is built to be simple, affordable, and easy to use from day one.
This starter walkthrough is designed to ease you into Sydnee, showing you the concepts in order so you feel at home right away.
What this starter guide covers
Understand accounts – the foundation of every client relationship in Sydnee.
Brand your portal – add your logo, colors, and details so it feels polished and professional.
Understand the core modules available to you – tasks, files, chat, services, and more.
Onboard your first client – create an account, configure it, and send an invite.
Why use a client portal?
A client portals open up a lot of possibilities. For example:
Store files and project info so a client can come back a year later and grab what they need - without bothering your team.
Showcase your services right inside the portal, making it easy for old clients to re-engage when they’re ready.
Keep conversations in one place with live chat so you’re not digging through email threads.
Use tasks to outline what needs to be done, keeping both your team and your client on the same page.
Send requests to collect files or information, so clients can upload what you need without back-and-forth emails.
This guide is the first step toward making Sydnee the home base for your clients
👉 Next: The Basics of Sydnee