MerchantKits Client Portal

Manage WordPress documents with stable links, access control, signed sharing, versions, scheduling and local analytics.

Connect WordPress sites to EDSA GlowTrack for public booking, service menus, provider listings, intake/contact forms, and client portal entry points.

Create invoices, manage clients, generate PDFs, and send invoice emails from WordPress.

Capture leads, book calls, send proposals and invoices, collect payments, and manage projects — all from WordPress.

Client portal for agencies: share updates, files, and approval requests privately.

Private, bidirectional file exchange between paired users. Built for clinics, law firms, coaches, and any service needing secure client file sharing.