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Files

Client Onboarding Guide

Depending on the type, a file can be stored under File menu or Project menu. General file (not pr...

Updated 1 month ago by Amanda

Welcome

Client Onboarding Guide

Welcome to your client portal — your single place for everything related to our work together. In...

Updated 1 month ago by Amanda

Quick Reference

Client Onboarding Guide

Portal URL go.mnd-projects.com Login method Magic link via email (or set a password af...

Updated 1 month ago by Amanda

Requests & Tickets

Client Onboarding Guide

To avoid having requests missing/ scattered in various messages & emails, we use a ticketing sys...

Updated 1 month ago by Amanda

Meetings

Client Onboarding Guide

Book a meeting, see upcoming ones, or check past meetings — all without digging through your cale...

Updated 1 month ago by Amanda

Agreements

Client Onboarding Guide

Proposals, contracts, and quotes — all stored here. When there's a new agreement for you to revie...

Updated 1 month ago by Amanda

Time Worked

Client Onboarding Guide

If your contract is a fixed retainer rather than hourly, this section won't be visible in your p...

Updated 1 month ago by Amanda

Invoices

Client Onboarding Guide

All your invoices in one place — current and past. Each invoice shows the amount, status (paid, o...

Updated 1 month ago by Amanda

Projects

Client Onboarding Guide

This is where you can see the status of everything we're working on. Each project shows an overvi...

Updated 1 month ago by Amanda

How to Log In

Client Onboarding Guide

Your portal lives at go.mnd-projects.com. Bookmark it — you'll come back to it whenever you need ...

Updated 1 month ago by Amanda

Dashboard

Client Onboarding Guide

The dashboard is what you see when you log in. It's your landing page. If anything needs your att...

Updated 1 month ago by Amanda