Onboard clients.Without the chaos.
Basixly gives every client a branded onboarding portal. Send one link to collect the details and assets you need — then track it all. No logins required.
How it works
Three steps to done.
No complex setup. No training your clients. Just a link that works.
Create a client & template
Add the client, then choose an onboarding template that defines exactly the info and assets you need.
Send a branded email
One click sends a polished onboarding email with a secure link — no logins, no accounts for your client.
Track everything
Client details and assets land straight in your dashboard. Approve, request changes, and stay organised.
Features
Everything you need.
Built for creative teams tired of chasing clients for files.
One-click onboarding
Build reusable templates and onboard a new client with a single branded email.
On-brand experience
Your logo, colours and voice on every client email and onboarding portal.
Info + asset intake
Collect company details, brand info and files together in one simple flow.
Approval workflow
Approve, reject, or request revisions with one click. Clients get notified instantly.
What's new
Latest updates.
New features, improvements, and fixes as we ship them.
Dashboard progress chart
See the status of every active project at a glance — pending, approved, and needs-revision counts are now charted on your dashboard, sorted by what needs attention first.
Confirm before emailing clients
The Email Client button now asks for confirmation before sending, so you never fire off a reminder by accident.
Phase tracking for projects
Break projects into phases and guide clients through each stage. Clients only see the assets relevant to the current phase.
Basixly is now live
We have launched! Start onboarding clients with branded portals, one-click emails, and organised asset collection — no client logins required.
Repeated Set clipping fixed
Resolved an issue where long column headers could be clipped inside repeated-set inputs on smaller screens.
Modal positioning improvements
Pop-up modals no longer get cut off at the top of the screen on shorter viewports.
We ship continuously
Get started
Start onboarding
clients today.
Set up your first onboarding template in under a minute. No credit card required.