Your client wants to know who is on site right now, without calling you. The client portal can show them.
Summary
Client users see each Crew Member's check-in status, live, in the client portal. That saves the 'is anyone there yet?' call. It also means the client learns about a no-show when you do. This is different from the Staff List, which is a snapshot at one moment. What goes wrong: a client reads the Staff List as live and thinks someone is on site who isn't.
How to do it
- Give the client contact portal access. See Set Up Client Portal Access.
- Show them the Daily Pulse widget on their Home dashboard.
- Walk through the On-Site Status column on a day they have Crew booked.
- Tell them the Staff List is a snapshot, not live.
- Agree who calls whom when someone is missing.
When you would use this
A new client who calls every morning. Show them the live status in their first week. The calls usually stop once they trust it.
A site with staggered start times. The client can watch each group check in without ringing you.
After a no-show. The client sees the replacement check in, which says more than a phone call does.
That is your client able to see their own site. Everything below is for when they ask what a status means or why a name is missing.
On this page
What the client sees
On their Home dashboard, the client's Daily Pulse widget lists each Crew Member booked at their site. Its On-Site Status column is live, and changes as Crew clock in.
The widget also shows each Crew Member's photo, phone, job title, position, start and end time, and on-time percent.
It's the client's view of the same clock-ins you see on Daily Pulse. If a client doesn't see the widget, they can add it to their dashboard with ADD.
Give them access
A client contact needs a portal login first. See Set Up Client Portal Access.
Walk them through the screen once, on a day they have Crew booked. Seeing their own people check in lands better than a demo.
Staff List is a snapshot, not live
The client portal also has a Staff List. It downloads as a PDF or a spreadsheet. It shows who was booked at the moment it was made.
⚠️ Watch out
A Staff List does not change after it is made. If a client prints it at the start of a job, it won't show a no-show or a replacement. Point them to live check-in status instead.
Agree what happens when someone is missing
Live status means the client may spot a no-show at the same time you do. Agree three things up front:
- Who calls whom when someone isn't there.
- How fast you'll confirm a replacement.
- Who on their side needs to know.
Then your backfill steps run as usual. See Handle No-Shows & Backfill.
The client says nobody shows as on site
| Check | If yes | If no |
|---|---|---|
| 1. Are Crew clocked in on your Daily Pulse? | Go to check 2. | Nobody has clocked in yet. Follow the no-show steps. |
| 2. Is the client user looking at the right date? | Go to check 3. | Ask them to switch to today. |
| 3. Is the client user's time zone right? | Contact support with the client name, the user's email and the job ID. | Ask them to set their time zone in the portal. |
Questions people ask
Can the client change clock times?
Yes. In their Timesheets list, a client user can edit clock-in and clock-out times, breaks and hours. Agree with each client whether they'll change times there or tell you.
Is the Staff List live?
No. It's a snapshot at the moment it was made.
Other ways people ask this
- Can my client see who has checked in?
- Client portal live check in status?
- Client says staff list is wrong?
- Client can't see anyone on site?
Related articles
- Set Up Client Portal Access — giving a client contact their login
- See Today's Timesheets with Daily Pulse — your side of the same clock-ins
- Handle No-Shows & Backfill — what happens after the client spots a gap
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