Discovery Call Booking
Embedded Calendly/Cal.com scheduler within the portal. Pre-qualification form, available time slots, auto-confirmation.
Assembly Portal View
Discovery Call BookingThis is how it looks inside your Assembly client portalWhite-labeled at portal.cashflowdiary.com
White-Labeled
Your brand, your domain, zero Assembly branding visible to clients.
Passwordless Login
Magic links & Google SSO. Clients never need to remember a password.
Reply via Email
Clients can respond to messages directly from their inbox.
Automated Workflows
Zapier, Make, and webhook integrations for zero-touch operations.
Assembly PortalStripe PaymentsCalendly EmbedNotion EmbedZapier/MakeSOC 2 CompliantHIPAA Ready
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