How to Create a Squarespace Client Portal in 2026

If you already have a Squarespace website, you might as well create a Squarespace customer portal to save on third-party tools. It’s a decent option if you’re just starting out or only have a few clients. 

You can manage your clients using Squarespace’s project management and invoicing features. The other method is simply using the membership site and creating pages for your client portal. 

Let’s look at the step-by-step process of setting up a Squarespace client portal. 

How to Create a Squarespace Client Portal: Top 2 Methods

You can create client portal on Squarespace in two ways. One is by utilizing the project management features, and the other is through the Membership space. Let’s go through one by one.

Method 1: How to Create a Client Portal in Squarespace With Its Project Management Features

Squarespace is diversifying and adding more features to handle client management. You can use the platform’s new project management features, invoicing, and documentation to create a decent client portal. 

Cost: From $16/month to $52/month

Duration: 1-1:30 hrs

Step 1: Capture Leads with Squarespace Client Intake Form

• Add a contact or inquiry form to your website. Go to Pages>Add +>Blank Page>Edit.

• Click on Add Section. Scroll down to Forms. You can select from pre-built templates.
• Click on any section you want to edit and select the pen icon that appears. Here you can edit the content, design as well as choose storage options. 

• To add a new field, click on Edit Form Fields>Add Field. You can select from any of the options below. Once done, click on Save. 

• Form entries (e.g. contact inquiries, signup forms) are captured and viewable under Contacts → Lists & Segments → “Form Submitters”

Step 2: Create a Project

To create a project, make sure you’re on a Business or Commerce plan (Projects are available on those tiers).

Convert From Form Submissions

• In your Contacts panel, navigate to Form Submitters.
• Select a submitter from the list — this opens their contact profile.
• Inside that profile, you’ll see the option “Create Project”. Clicking that will:
• Alt: Create Project

• Create a new Project linked to that contact
• Import their form submission into the Project
• Let you begin sending proposals, contracts, and invoices from there.
• This is how the project should look.

Or, Manually Create Customer Profile & Projects

You can also manually do the same thing. You’d want to do that if you have existing  client data you want to add to Squarespace:

• Click on Invoicing>Project Management from the sidebar. Click on Create Project. 
• You get the following options to add clients. Enter the client information and click Create.

Step 3: Add Milestones to Your Project

Milestones help you visualize the project timeline and progress:

• Inside the project, add a Milestone. Add description and date. (e.g., “Sign Proposal by Aug 1”). Click Save.

• Milestones can be manually checked off as you complete them.

Step 4: Create and Send a Proposal

• Scroll down to the Documents section. Click on + button>Proposal. 

• Use Squarespace’s templates to customize your proposal.
  
• Add your branding, pricing, and service breakdown, and send it to the client.

• The client receives a branded, mobile-friendly document and can click to accept.

Step 5: Draft and Send a Contract (Optional)

• From the same documents area, select Contract.
• Customize terms, expectations, and deadlines.
• Send it for your client to review and accept.

Step 6: Send an Invoice

• You can create an invoice by selecting  “Create Invoice” under a project or from the sidebar, clicking on the Invoice tab>All Invoices or Recurring>Create.

• Add a client to the invoice.

• Add line items (services/products), descriptions, due dates, and discounts.

• Match invoice styling with your site’s branding using the Styles tab.

• Send the invoice directly via email, and clients can pay through:

• Credit/debit card
• Apple Pay
• Afterpay
• ACH (some plans)
• PayPal (if connected)

• This is how invoices look on the client end. Squarespace keeps it pretty simple and sleek.

Here’s a quick summary of the client management workflow of Squarespace:

Stage	Tool/Feature
Lead Capture	Form submissions (auto-saved to Contacts<Lists & Segmentation<Form Submitters)
Project Setup	Invoicing Tab>Project Management
Timeline Tracking	Milestones
Client Onboarding	Proposals & Contracts
Billing	Squarespace client invoicing (styled + integrated payment options)
Follow-Up & Tracking	Notes, status updates, document history

Take a look at the video below to explore the Squarespace project management feature.

Method 2: How to Create a Client Portal Through The Membership Space on Squarespace 

Squarespace also has a membership site feature that lets you provide clients who purchase a product access to exclusive content. 

You can create pages for projects, task updates, delivering output, and more. As long as you have only 2-5 clients, this method should work for you. 

Here’s how to create a website with a membership login in Squarespace:

Cost: From $23/month to $52/month

Time: 2 hrs

Step 1: Choose a Plan

• You must be on a Business Plan or higher to enable the Squarespace membership portal. To provide custom content for individual clients, you need to open multiple membership sites. 

The Business Plan includes:

• 30 minutes of video storage
• 9% transaction fee

You can purchase a Digital Products Add-On ($9–$35/month) to get:

• More video storage (up to unlimited)
• Reduced transaction fees (as low as 0%)

If you run a coaching business, this is a great option for creating a course on Squarespace.

Pro-Tip: To avoid storage limits, you can host videos on YouTube or Vimeo and embed the link on a webpage. 

Step 2: Create a Member Site

• Go to the Content & Memberships Tab from the sidebar. Click on Create>Member Site.

• Enter Name of Member Site. Click continue. Choose an existing template. 

• This will create a Members Site section on your pages panel. Click on the Member Site page you created from the side menu.

•  Your member site will appear. To start editing, click on the Edit button.

Step 3: Add Pages to Your Member Site

• Inside the Member Site panel, click “Add Page”

• Choose Blank Page or Blog Page depending on the content structure. You can:

• Use regular pages for structured content. This is where you can include all the client portal content, like task breakdowns, project details, or pending invoices.
• With Blog Pages, you can share video content. This can be a way to hand over deliverables for video editing agencies. 

• Set your preferred page as the Member Site Homepage:

• If you want a different homepage, you can create and customize a page as per your preference.
• Click the 3 dots next to the page
• Select Page Settings
• Click “Set as Member Site Home Page.”

Step 4: Set Up Member Navigation

Member Navigation is the menu your members use to access pages inside the member area. You can select any of the three:

Replace Main Navigation: Hides your regular site menu and shows only the member menu.

Customer Account Panel (Default): Members click “Account” to open a side menu with member pages.

No Navigation: Hides the menu completely; you’ll need to add manual links on your homepage.

Here’s how to set up the member navigation:

• In the Pages Panel, find your Member Site

• Click the ⚙️ gear icon next to the site name
• Scroll to Member Navigation
• Pick your option and click Save.

Step5: Create a Pricing Plan

• Go to Member Site menu → Click Pricing Plans

• Click Create Pricing Plan

• Enter Plan Name, Description, and Benefits.

• Choose pricing option:

• Free
• Fixed one-time price
• Recurring subscription

• Add any bonuses (e.g., digital products)

• Set enrollment dates if needed. This limits the days on which clients can sign up. 

• Click Create.

Step 6: Customize the Paywall Page

The paywall page is what non-members see when they try to access restricted content. It prompts them to sign in or purchase a membership to unlock the page.

• From the left-hand menu, click on Paywall. 

• Customize the message and settings as you desire. Click Save and head back to your main menu.

Step 7: Connect a Payment Processor

• Go to Settings → Selling → Payments. Squarespace changes up its settings a lot. So, if you can’t find the option, you can always type “/” on your keyboard. The search option will show up. 

• Connect Stripe, PayPal, or Square. 

Step 8: Enable Customer Accounts

• Go to Selling → Customer Accounts

• Toggle ON “Customer Accounts”. Click on save.

• Squarespace will automatically add a Login/Account link in your header

Step 9: Customize Notifications

• From your sidebar. Go to Settings→ Customer Notifications→ Content & Memberships.

• From here, click on the Edit Email button to customize any of the following email types from the sidebar:

Tip: Keep emails general if you sell multiple products

Step 10: Build and Launch Your Sales Page

• Go to Pages>Membership Site and click on edit to make changes.

• You need to add a digital product block to your sales page so that your customers can purchase your membership. Click Add Block where you want to add the digital product. 

• Search for “Digital Product” or scroll to the business section to find it.

• Double-click the block to make edits. Under content, select your membership from the dropdown.

• Customize text and layout from the Design tab. Save changes.

• You can also use a Digital Products Section to display multiple memberships. To do so, click on the Add Section button, select Digital Products, choose a template, and customize it until you’re satisfied.

Step 11: Test The Membership Site

Before you launch, run a full test of the member experience to ensure everything works as expected:

• Login Experience: Sign up as a test user to ensure your Squarespace client’s login experience is good.
• Page Access: Check that members can access all the correct content and that non-members are blocked with the paywall page.
• Payment Flow: Go through the full checkout process using a test product to confirm that the payment process works correctly.

Follow the video below for a visual guide on how to set up the membership site as a client portal solution. 

Further Read: How to Create a Wix Client Portal

Pros and Cons of Using Squarespace as a Client Portal

A Squarespace client portal may not work for everyone. Here’s a look at what it can do well and what needs improvement. 

Pros of Squarespace Client Portal

1. Customizable Design

You have complete creative control over the look and layout using Squarespace’s drag-and-drop builder, allowing for a fully branded client experience.

2. No-Code Simplicity 

It’s easy to set up without needing developers or custom code. This is approachable if you’re looking for a client portal for small businesses.

3. Built-In Membership Monetization

Squarespace supports free, fixed-price, and subscription-based membership areas that you can use to gate content for clients.

4. Flexible Video Delivery Options

You can upload videos directly (with a paid add-on) or embed from platforms like YouTube or Vimeo.

5. Native Email Notifications

You can customize welcome and cancellation emails for members to help with onboarding and communication.

6. Unified Website + Portal

You can run your public-facing site, blog, portfolio, and client portal all within one Squarespace website.

Cons of Squarespace Client Portal

1. No Task Management

Squarespace doesn’t support task lists, timelines, progress tracking, or project boards — all must be handled externally. You can only add milestones with a description and a deadline. 

2. No Recurring Invoices

There’s no option to set up recurring invoices. This means it will take away a lot of your time managing clients on a subscription. 

3. Contract Management Without e-Signatures

You can’t send contracts, collect signatures, or manage approvals within the platform. These functions require third-party tools.

4. No Client File Uploads or Document Submission

Clients can’t submit deliverables or files through the portal. File sharing must happen via tools like Google Drive or email.

5. No Audit Trails or Activity Logs

There’s no way to track client interactions — like when they viewed a page, downloaded a file, or logged in.

6. Manual and Repetitive Setup

Creating client areas requires building each Member Area or blog manually. There are no templates or automation to streamline the process. Everything is entirely manual. 

7. Limited Scalability

You’re limited to 10 Member Areas per Squarespace site, which restricts growth and client volume without duplicating entire websites.

8. No Internal vs. Client View Controls

There’s no built-in way to manage visibility for internal notes vs. client-facing content. Access is all-or-nothing based on page settings.

So, What’s a Better Squarespace Client Portal Alternative?

Squarespace works if you’re just starting out or managing a handful of clients. But once you need proper workflows, task tracking, file sharing, or client invoicing, it starts to fall short.

Agency Handy is a dedicated client portal software for agencies, creatives, and freelancers — not a DIY workaround.

It gives you everything you need to manage projects, communicate with clients, and get paid — all in one place.

How to Link Agency Handy with Your Squarespace Website

Integrating Agency Handy with your Squarespace website is a simple way to add a customer portal to your website. Here’s how to do it:

Step 1: Set Up Your Services in Agency Handy

• Log in to Agency Handy and go to Services > Create Service.
• Add your service name, description, pricing (one-time or subscription), and image.

• Create packages with deliverables, pricing, and optional trial periods.
• Add default tasks, a portfolio, and FAQs to automate and clarify your offerings.

Step 2: Get the Embed Code

• Once your service is live, click the three-dot menu > Copy iframe.
• You can embed the entire catalog or just an individual service page (use the Share URL for this).

Step 3: Embed in Squarespace

• Go to your Squarespace dashboard → Pages > Edit.
• Add a new “Code Block” where you want the portal to appear.
• Paste the iframe code from Agency Handy.
• Click Apply and then Save the page.

Step 4: Client Portal Access

• When a client purchases a service, they’re automatically emailed access to their client portal.
• You can also manually invite clients from Agency Handy’s CRM > Clients tab.         

Final Words

When creating a Squarespace client portal, map out the full client journey first—onboarding, content access, communication, and follow-up. 

Use Member Areas or project tools with clear naming, structured pages, and consistent navigation. 

Don’t rely solely on visuals; ensure functionality supports real client needs. A great portal saves time, builds trust, and turns one-off clients into repeat customers.

FAQs

Does Squarespace have a client portal?

Squarespace doesn’t offer a true client portal. You can create a basic version using Member Areas or password-protected pages, along with project management, invoicing, and client profile features.

Can I automate client onboarding steps in Squarespace?

No, there’s no way to automate the client onboarding process. Squarespace requires manual setup for each Member Area or project. You can’t trigger automated emails, task assignments, access rules, etc. 

Can I allow clients to request revisions or submit files inside the Squarespace portal?

Not natively. There’s no way for clients to upload files or leave structured revision notes within Member Areas or blog posts. With Agency Handy, clients can upload files, request changes, and leave feedback tied to specific deliverables.

Does Squarespace have a CRM?

Squarespace offers basic CRM features like client profiles, forms, and project tracking. However, it lacks advanced CRM tools such as pipelines, automation, or lead management typically found in dedicated CRM platforms.