---
title: "Embeds · Upclient"
description: "Paste the embed code from your booking tool, video host or document editor into a task or a portal page. Clients use it right there, next to everything else you asked for."
url: https://upclient.app/features/embeds
---

# Bring your other tools into the task

Paste the embed code from your booking tool, video host or document editor into a task or a portal page. Clients use it right there, next to everything else you asked for.

[Get started](http://app.localhost:4400/signup) [Task actions docs](https://upclient.app/docs/projects/tasks#task-actions)

## Two places an embed can go

On a task when it is something the client should do, on a portal page when it is something they should have to hand.

### On a task

Add an Embed action and paste the embed code. It can sit alongside a form, a file upload or a signature on the same task.

File uploadFormSignatureEmbedContract

### On a portal page

Give a page an Embed URL or custom embed code. It sits on the page with your text and, if you link one, a form.

ContentEmbedLinked form

## Scripts stay in their own frame

Embed code often includes a script. Upclient runs it inside a protected, sandboxed frame, so the widget works and the rest of the portal is left alone.

- Preview the actions on a task before you publish it
- Open the portal as a specific contact to see it exactly as they will

## What agencies put in a task

- ### A booking calendar

    Let the client pick a time for the kickoff call without leaving the task.

- ### A video walkthrough

    Record how to update the café menu on the new site and put it next to the handover task.

- ### A shared document

    Show the content plan or the launch checklist from the tool your team already uses.

## Questions

What can I embed?

Anything that gives you embed code, such as a booking widget, a video or a document. On portal pages you can also paste an embed URL.

Can embed code with scripts break my portal?

No. Embed code can include scripts, and they run inside a protected, sandboxed frame, so they cannot affect the rest of the page.

How do I check what the client will see?

Use Preview in the task’s Actions section, or open the portal as a specific contact from the project’s Members tab.

Can embeds be part of a template?

Yes. Tasks and pages in a project template are copied into every project made from it, embeds included.

## More of Upclient

[All features](https://upclient.app/features)

- [FormsIntake questionnaires with conditional questions](https://upclient.app/features/forms)
- [ContractsSigned in the portal, countersigned by you](https://upclient.app/features/contracts)
- [E-signaturesA drawn or typed sign-off on any task](https://upclient.app/features/e-signatures)
- [File uploadsAsk for files and keep them with the project](https://upclient.app/features/file-uploads)
- [Portal pagesWelcome notes, briefs and timelines](https://upclient.app/features/portal-pages)
- [MessagesProject threads with internal replies](https://upclient.app/features/messages)
- [Notifications and remindersYour team hears, clients get reminded](https://upclient.app/features/notifications)
- [Review and approveApprove client work or send it back](https://upclient.app/features/review)
- [BrandingYour logo, colour, header and layout](https://upclient.app/features/branding)

## Put the kickoff call on a task

Paste your booking widget into an Embed action and send the link.

[Get started](http://app.localhost:4400/signup) [Read the docs](https://upclient.app/docs)