Roosted's Client Portal Now Has Saved Filters, Status Colors, and Pending Invite Alerts
Roosted's client portal now supports saved filters, color-coded order status, and pending invite alerts so your clients find what they need faster.
Staffing companies spend a lot of time and money choosing the right internal tools. Scheduling software, time tracking, payroll integrations. But there's one area that consistently gets overlooked: the experience your clients actually see when they log in.
When your clients can't quickly find orders, check statuses, or figure out which shifts still need attention, they pick up the phone. They send an email. They create work for your team that didn't need to exist.
Roosted's latest client portal update, shipped March 6, 2026, tackles this directly with saved calendar filters, a new pending invite indicator, and refreshed status colors that make the entire orders view easier to read.
Why Your Clients' Portal Experience Matters
Most workforce management platforms treat the client portal as an afterthought. The admin side gets the attention, the client side gets a basic list of orders and not much else.
That gap creates friction. If a client managing weekend security coverage can't filter to just their pending orders, they're scrolling through everything. If an event coordinator can't tell at a glance which orders still have unfilled positions, they're clicking into each one individually. Both scenarios end the same way: a message to your ops team asking for information the portal should have surfaced on its own.
Roosted's approach has always been to reduce that back-and-forth. The platform already cuts communication overhead by 80%+ through automated shift matching and real-time updates. This portal update extends that same philosophy to the client-facing side.
What's New in the Client Portal Calendar
Three updates shipped in this release, all focused on helping your clients find what they need without asking your team.
Saved and reusable filters. The calendar and orders view now has a filter bar at the top of the screen. Your clients can filter by order name, location, status (approved, pending, etc.), whether the order is filled or unfilled, and whether there are workers with pending invites. The filters take effect immediately, narrowing the view to just the relevant orders. The key improvement: clients can save their preferred filter configuration and reapply it the next time they log in. No more rebuilding the same view every session.
Pending invite envelope icon. A small but impactful addition. An envelope icon now appears on any order that still has outstanding worker invitations. This gives your clients instant visibility into what needs attention without clicking into each order individually. For staffing companies running event operations or security details with tight timelines, that kind of at-a-glance information saves real time.
Updated status colors and labels. The calendar view got a visual refresh. Status labels and color coding are now cleaner and easier to read, so your clients can scan the calendar and understand order status without hovering or clicking into anything.
How It Works
The walkthrough is straightforward. Here's a quick video showing the full flow:
From the calendar view, your client sees the new filter bar across the top. They select the criteria that matter to them, and the view updates immediately. If they filter by "Approved" status, only approved orders remain visible. If they want to see only unfilled orders with pending invites, they can combine those filters.
Once they've dialed in a view they use regularly, they save it. Next login, one click loads their preferred configuration. No re-selecting, no scrolling, no guessing.
The Bigger Picture: Self-Service Clients, Fewer Support Calls
Every question a client can answer on their own is a call or email your team doesn't have to handle. "Is my Friday order filled?" "Did the workers accept their invites?" "What's the status of next week's event?" These are all things the updated portal now answers visually, before the client even thinks to reach out.
That matters operationally. Staffing companies running across multiple verticals, from healthcare shift coverage to large-scale event production, deal with dozens of active clients at any given time. If even a fraction of those clients are relying on your team for basic status checks, it adds up fast.
Roosted's client portal isn't just a window into orders. It's a self-service tool that lets your clients manage their own visibility, which frees your ops team to focus on the work that actually requires human judgment.
This update also shipped alongside overnight and multi-day order support in the same release cycle, further expanding what your clients can do directly from the portal without contacting your team.
Get Started with Roosted
If you're already on Roosted, your clients have access to these features now. If you're evaluating workforce management platforms and want to see what a modern client portal looks like, Roosted offers a full-featured trial.
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