Sydnee Dev Update #1

And we’ve launched… again!

This week we released the largest update to Sydnee since its initial release last September. I don’t think there was single part of the entire app that wasn’t updated or reworked.

It’s borderline sacrilegious to brag about the amount of lines in a git commit in the developer community, but the update came into about 90,000 new lines of code on the platform. I don’t care – I’m proud of it!

Sydnee White Label client portals code update

I’m a big believer that being open and honest about the journey is the best way to build trust so I’m starting a mini developer blog series that I’ll hop into every now and then.

Hopefully in the future it can also act as a bit of a time capsule for where Sydnee was at in certain moments.

The Vision is Becoming Clear

We’re making a useful tool that freelancers and small teams can use in their operations & client management which leads their clients to see your other services for easy upsells.

Sound simple but there’s a reason no other platform has taken this on the way we have! Even honeybook tried to have a “Services showcase” that entirely falls flat.

Our first release got us close but we weren’t entirely there. This week that changes.

This update brings the following which gets us much closer to that full vision. Here’s are jus the highlights of what we launched this week:

  • The service showcase has been upgraded to include a button that allows for your clients to instantly alert you of their interest in any of your services. An email will be sent to you right away and a task is auto created with a reminder for the next morning to follow up.
  • Per account task boards with email reminders, repeating tasks, full rich text descriptions, and per task chat.
  • Clients can now upload files to the client portal, image gallery layouts have been refined, and thumbnails are now much more reliable
  • A brand new client invite system. Add your clients to their portal just by using their email address and choose whether or not to email an invite to them.
  • Tabs now have dedicated URLs that you can share with your clients (ie storing your reporting or booking links). Any embed codes you add to these pages are considerably more performant as well.
  • A brand new dashboard for each client that includes several new widgets. Rearrange the order of the widgets on a per account basis.
  • Connect your own email address to your portal so all email notifications come from your personalized email.
  • And more!

The Infinite Loop

Putting out into the world things that were built with a lot of passion, but includes the constraints of time and money means that there were a lot of features left on the cutting room floor. At some point you have to launch and get the update into the hands of the people.

Once the community gets their hands on these things, only then can you actually get a good idea of priority of what to focus on next.

The feedback loop is an incredibly important part of the process.

We have more ideas than we have time, so we heavily rely on feedback from our users to prioritize what to add next. Already in the demos that I’ve personally done, I’ve received awesome ideas that hadn’t come up internally yet.

For example: A private task area, folders in files, being able to charge for your services from inside of Sydnee have all come up so far (and it hasn’t even been a full week).

With the relaunch of Sydnee, the foundation is stronger and more flexible than ever.

New features can be added at a much faster pace and we have systems in place to beta test features on production so we know they are useful before turning them on for everyone.

Lessons Learned

I was told that I was going to underestimate how much support it takes to launch a software application into the world. They were right.

With our initial launch and our first 300 users came an incredible learning curve for what it actually looks like to start an application like this from scratch.

Every new change in the application has been made with very real fact that being agile and supportive of our users is going to be top of mind.

A couple of take aways that we are moving forward with:

  • More tooltips and info in the app across the board for better clarity on how the portal works. Client management and web portals are fairly technical and complicated. When our goal is to help freelancers grow their business, we need to make sure supporting them is always top of mind during user journeys.
  • A more modular code base so updating is much easier and quicker.
  • A feature flag system so we can turn on or off beta features for individual users in the case of supporting individuals (The Silicon Valley trope “Do things that don’t scale” comes to mind here).
  • Features can’t be launched missing the critical use case. Sounds obvious – but incremental improvements can only work if rev 1 is useful on its own. Even then, you can’t take for granted that users will see the vision (I still worry the vision isn’t entirely clear – but with our ability to update the app easier we can keep improving based on know our users interact with the app)

Onward and Upward!

I’m proud of what has been accomplished this week and I’m excited for the future of Sydnee client portals.

We’re already testing on production some really cool enhancements, the marketing machine is already providing some excellent sign up rates, and the team feels more aligned than ever.

Thanks for reading!

P.S. sign up for Sydnee white label client portals today by clicking here!

Connor Bearse

Connor Bearse

Sydnee founder and lead dev. I also run a marketing agency.

Use Sydnee Client Portals For

Sell More

In each account portal is a services showcase that makes it easy for your clients to see what additional services you offer and even easier for them to express their interest!

Easy Client Access

No registration or passwords needed. All your client needs to do to access their account is enter their email to receive a one time access code.

Owning Your Brand

Sydnee does not stick our logo onto any of your portals. Connecting your own domain, white label emailing, set your own colors, and using your own logos comes standard.

Branded File Sharing

Upload images, documents, videos, and any other file to share with your client. Search, sort, and mark files as starred. Grab a branded link or utilize the built in file browser.

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Tasks & Reminders

Create, comment, assign, and send reminders to yourself or your clients with our task system.

Unify All Your Digital Tools

Embed your existing tools into Sydnee for easy client access. We support Figma, Calendly, Airtable, Asana, Vimeo, YouTube, ClickUp and more!