A client onboarding page your client will actually open
4 min read · Business & teams
Client onboarding usually ends with a kickoff email holding every link the client will need, which is exactly the email they cannot find three weeks later. Rebuilding it as a page inside your notes tool rarely helps, because it looks like every other one and the client never bookmarks it. Linksley lets you publish a board as a public page with a pretty URL, one of five themes, your header image and per-link descriptions, protected by a password or by requiring an account if the contents are sensitive.
The kickoff email has a two-week half-life
The kickoff call goes well. You follow up with the email: the shared drive, the project tracker, the invoicing portal, the brand questionnaire, the calendar link for weekly check-ins, the intake form. Everything is in one place, which is to say it is in one email, in an inbox that receives two hundred more.
Three weeks later: sorry, can you resend the link to the tracker. Then the invoice portal. Then a question you answered in the email, which by now is buried under a thread about scheduling. Every resend is unbilled minutes and, worse, it makes the engagement feel disorganized when the actual work is fine.
Why the portal you built did not get bookmarked
The usual next move is to build a client page in whatever notes tool the agency runs on. It works better than the email, but it has a tell: it looks like a notes tool. The client has seen four of these from four vendors, they all have the same fonts and the same sidebar, and none of them read as a deliverable. Something that looks like an internal document gets treated like one.
A client resource page has to look like part of the engagement, not like your internal notes shared outward.That is the difference between a link the client keeps and a link they ask you to resend.
Publish the board as the client's page
On the Business plan any board can be published as a public page at a pretty URL. Pick one of five themes — Classic, Gallery, Launcher, Showcase or Card Grid — add a header image and a tagline, and give each link a description and an image so the page explains itself. "Weekly report, updated Mondays by 10am" does more for a client than a bare URL ever will.
You maintain it the way you maintain everything else: save a link with the keyboard shortcut, the right-click menu or the extension popup, and the client's page reflects it. When the tracker moves, you change one link and nobody gets an email about it.
- Pretty URL you can put in the contract and the email signature
- Five themes, header image and tagline
- Per-link descriptions and images so the page reads as a guide, not a list
- Categories, plus one level of subcategories for longer engagements
Access, without making the client sign up
Most client pages should not require an account. Friction at the front door is how a resource hub goes unused, so a plain public page with a password-protected share link is usually right: the client bookmarks it, opens it, and never thinks about it again.
When the contents warrant more, turn on the option to require an account to view. Keep the sensitive material on a separate, gated board and leave the general one open, rather than gating everything and training the client to ask you instead. Internally, run a private board per client that they never see — credentials, notes, working links — shared with your delivery group and capped at view-only for anyone who should not edit it.
Branding, and the honest limit
White-label on the Business plan puts your logo on the app, the extension and the new tab, and brands your public pages. If your team and your client both spend time in the same surface, it may as well be yours. There is more on this in white label bookmark manager.
The limit: this is a resource hub, not a client portal. There is no file storage, no invoicing, no messaging, no deliverable status tracking. It is the front door that points at the tools you already run. If your clients need to upload documents and approve work in the same place, buy a portal product and use a board as its front page.
Common questions
What should be on a client onboarding page?
Every link the client will need more than once — the shared drive, the tracker, the invoicing portal, the check-in calendar, the intake forms — with a one-line description under each saying what it is for and when it updates.
Can I password-protect a client resource page?
Yes. Public boards support password-protected share links, and there is also an option to require an account to view when the contents are sensitive enough to justify the extra step.
Can the page carry my agency's branding instead of the tool's?
On the Business plan, yes. White-label brands public pages along with the app, the extension and the new tab, and each page takes your own header image and tagline.
Is this a full client portal?
No. There is no file storage, invoicing or messaging. It is the branded front door that points at the tools you already use, which is the part clients actually lose.
Send one link instead of forty
Publish the client's resources as a branded page they will keep.
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