Client portal
Private account access for approved pilots.
Only BookedLocal AI can create client accounts. Approved customers receive a private invite code from Isaac before account settings are available.
1Isaac approves customer
2Invite code issued
3Account portal unlocks
Private by default
Why setup lives inside the portal.
Business territory, lead criteria, handoff preferences, and operational notes belong behind an approved client session.
No public self-serve accountsOnly Isaac issues client invites.
No public intake formPrivate setup is served after session verification.
No payment from this pageStripe and manual invoice actions remain separately approved.