The Studio Switch
From first impression to monthly workflow.
A public website and private client portal designed to support The Switch’s brand, clients, and financial operations.
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The public website introduces The Switch and its financial services to dance and boutique fitness studio owners. The private portal supports the relationship after a client gets started.
Together, they create a more connected experience—from understanding the offer to managing recurring financial work.
We designed and developed a confident, responsive website that speaks directly to studio owners and makes The Switch’s specialized expertise easy to understand.
Focused messaging, clear service paths, and a distinctive visual system give prospective clients a direct way to understand the value and take the next step.
Website focus
The Switch relied on email, chat, shared documents, and manual reminders to collect client financial information. Missing statements and disconnected accounts created repeated follow-ups and bookkeeping delays.
We built a responsive, role-based portal that brings onboarding, statement collection, document history, communication, budgets, and reporting into one system.
Automated reminders keep the monthly process moving. Dashboards give the team real-time visibility across every client.
Administrators
Manage clients, team members, permissions, and assignments.
Relationship managers
Review statements, request replacements, and share documents and reports.
Bookkeepers
Complete reconciliation and reporting once statements are in place.
Clients
Upload statements, track progress, receive notifications, and message their manager.
Task templates let The Switch create recurring client tasks and reports without rebuilding the process each month.
The team can standardize assignments, requests, reminders, and reporting while adapting the workflow for individual clients.
A cohesive public and private digital experience that helps The Switch attract the right clients, communicate its expertise, and manage recurring financial work at scale.
Visit website ↗
Public website
Client portal
Platform & integrations
The portal was built in Noloco and configured around The Switch’s roles, monthly workflows, document requirements, automated tasks, and reporting.
Noloco · Make