Looking for someone to help me build a client portal for my website.

Closed - This job posting has been filled and work has been completed.
IT & Networking ERP / CRM Software Posted 2 years ago


Hours to be determined
1 to 3 months

Intermediate Level

Start Date

August 5, 2014



I am looking for someone who can build a client portal for my website.  I will try to be as clear here for what I am looking for but I think a lot of it will unfold in the actually working and implementation.

1) CALENDAR: I would like to build an online scheduler (for clients and staff) that can integrate into my website and sync with google calendar.  This is the most important part.  So clients can go in and see available times that were scheduled by staff and be able to schedule.  This will then automatically appear in the google calendar that is synced with everyone's phone.

2) NOTES & DOCUMENTATION: Secondary and not even necessary at this point but something I would like is to have all documents on some sort of cloud system - I use Google Drive right now.  I have it right now setup for clients to be able to fill out their intake paperwork and sign the necessary consent forms.  I would like to be able to further make this very easy to keep each file in discreet areas and would like to have an application for phone and tablet where I can update notes on each person's individual file.

3) PAYMENTS:  I would also like to have the ability for clients to pay online - maybe by integrating some sort of free money transfer software??  Venmo?? I would also like to have the calendar synced with the documentation / notes (individual data accounts) AND to apply an automatic charge based on the base fee input when setting up a new client.  So their individual accounts will then reflect the balance owing AND then it will require input for payment and the payment form.

I would probably prefer to do this as a one time payment for the entire job but
have no idea how much time this will take so I would like to get suggestions.


PS - please take the time to answer the questions I have provided below.  I will likely not respond to those who have not answered the questions.

About the Client

(4.46) 22 reviews

United States
San Francisco 08:47 AM

44 Jobs Posted
55% Hire Rate, 1 Open Job

$7,778 Total Spent
32 Hires, 4 Active

$4.17/hr Avg Hourly Rate Paid
1,766 Hours

Member Since Dec 18, 2013