Bring your other tools into the task
Paste the embed code from your booking tool, video host or document editor into a task or a portal page. Clients use it right there, next to everything else you asked for.
Two places an embed can go
On a task when it is something the client should do, on a portal page when it is something they should have to hand.
On a task
Add an Embed action and paste the embed code. It can sit alongside a form, a file upload or a signature on the same task.
On a portal page
Give a page an Embed URL or custom embed code. It sits on the page with your text and, if you link one, a form.
Scripts stay in their own frame
Embed code often includes a script. Upclient runs it inside a protected, sandboxed frame, so the widget works and the rest of the portal is left alone.
- Preview the actions on a task before you publish it
- Open the portal as a specific contact to see it exactly as they will
What agencies put in a task
A booking calendar
Let the client pick a time for the kickoff call without leaving the task.
A video walkthrough
Record how to update the café menu on the new site and put it next to the handover task.
A shared document
Show the content plan or the launch checklist from the tool your team already uses.
Questions
What can I embed?
Anything that gives you embed code, such as a booking widget, a video or a document. On portal pages you can also paste an embed URL.
Can embed code with scripts break my portal?
No. Embed code can include scripts, and they run inside a protected, sandboxed frame, so they cannot affect the rest of the page.
How do I check what the client will see?
Use Preview in the task’s Actions section, or open the portal as a specific contact from the project’s Members tab.
Can embeds be part of a template?
Yes. Tasks and pages in a project template are copied into every project made from it, embeds included.
More of Upclient
All features- FormsIntake questionnaires with conditional questions
- ContractsSigned in the portal, countersigned by you
- E-signaturesA drawn or typed sign-off on any task
- File uploadsAsk for files and keep them with the project
- Portal pagesWelcome notes, briefs and timelines
- MessagesProject threads with internal replies
- Notifications and remindersYour team hears, clients get reminded
- Review and approveApprove client work or send it back
- BrandingYour logo, colour, header and layout
Put the kickoff call on a task
Paste your booking widget into an Embed action and send the link.