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The Portfolio handbook

Less figuring it out.
More making it happen.

From your first collection to a shareable showcase. Clear, practical guides for your identity, media and client testimonials.

35 practical guides

Your public showcase.
A clear next step.

Identity · Work · Client stories
35 guides

Invite a client to leave a testimonial

Collect authentic feedback through the portfolio’s submission link.

Before you begin

The portfolio owner and a client willing to provide feedback.

Here’s how to do it

  1. Open Testimonials in Portfolio Studio.

  2. Find and copy the testimonial request/submission link shown for the portfolio.

  3. Share the link privately with the client and explain that it is for a public-facing testimonial.

  4. Ask the client to enter their name, role if applicable, testimonial and optional rating.

  5. Review the incoming submission in Testimonials before deciding whether to publish it.

What happens next

The client submission arrives for your review.

Good to know

Publicly submitted testimonials are created awaiting approval. Do not assume submission alone makes a quote visible on the portfolio.

Based on the Portfolio interface reviewed 27 October 2026. Options can vary by role, plan and channel access.