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Client Onboarding Guide

Hello and welcome to your client portal at go.mnd-projects.com — your single place for everything related to our work together: project updates, invoices, time tracking, agreements, and meeting bookings. This guide walks you through how to log in, what you'l...

Welcome

Client Onboarding Guide

Welcome to your client portal — your single place for everything related to our work together. Instead of chasing invoices through email, wondering where a project stands, or trying to remember when your next meeting is, everything lives here: go.mnd-projects....

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 to check on something. You don't need to create an account or remember a password. First time Go to go.mnd-projects.com Enter the email address where you received...

Dashboard

Client Onboarding Guide

The dashboard is what you see when you log in. It's your landing page. If anything needs your attention — an invoice to pay, an agreement to sign, a deliverable to review — you'll see a notification in the top right corner (the bell icon). Think of it as your ...

Projects

Client Onboarding Guide

This is where you can see the status of everything we're working on. Each project shows an overview with tasks, timelines, and progress. Depending on how we've set up your project, you may be able to: View task status and progress Comment on tasks or delivera...

Files

Client Onboarding Guide

Depending on the type, a file can be stored under File menu or Project menu. General file (not project related) would be typically stored under File menu. Files directly related to projects are accessible under Project menu. For any specific file/ reference ...

Invoices

Client Onboarding Guide

All your invoices in one place — current and past. Each invoice shows the amount, status (paid, outstanding, overdue), and a breakdown of what it covers. If online payment is set up, you'll see a Pay Now button right on the invoice. No hunting through email fo...

Time Worked

Client Onboarding Guide

If your contract is a fixed retainer rather than hourly, this section won't be visible in your portal. This section is visible if your engagement is billed on an hourly basis. It gives you full visibility into how time is being spent on your project. You can...

Agreements

Client Onboarding Guide

Proposals, contracts, and quotes — all stored here. When there's a new agreement for you to review, you'll get a notification on your dashboard. You can comment directly on agreements if something needs adjusting before you sign. Once signed, the agreement sta...

Meetings

Client Onboarding Guide

Book a meeting, see upcoming ones, or check past meetings — all without digging through your calendar. You can also reschedule or cancel directly from here. We've set up two meeting types depending on what you need: Meeting type Who you'll speak with Use th...

Requests & Tickets

Client Onboarding Guide

To avoid having requests missing/ scattered in various messages & emails, we use a ticketing system. This way we can track the status of each question and provide the proper attachment to each resolution/ cases. Need something outside the current project sco...

Quick Reference

Client Onboarding Guide

Portal URL go.mnd-projects.com Login method Magic link via email (or set a password after first login) Operations questions Book a meeting with Amanda, or submit a request Strategy questions Book a meeting with Simon, or submit a request Techn...