Client portal
Login area where your customers see courses, invoices and communities.
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- How customers view invoices and estimates and cancel subscriptions in the portalIn the portal, the customer clicks Profile (top right) › Account Settings › Billing & Subscription to view and filter their subscriptions, cancel one, and download invoices on the Invoices tab. Estimates show in their own widget on the portal dashboard. To hide all of this, turn the area off under App Permissions.
- How to choose what customers see in the portal (courses, communities, affiliates, estimates, appointments)Under Memberships › Client Portal › Settings › App Permissions, toggle each portal area (courses, communities, affiliates, estimates, appointments, billing) and the Sign in with Google button on or off, then click Save. Turning an area off only hides it; no data is deleted.
- How to invite customers to the portal and send passwordless accessUnder Memberships › Client Portal › Dashboard, use Invite to client portal, Login Email (a button that signs them in without a password) or Generate Magic Link (direct access, expires in 15 minutes). To reset a customer's password, open their contact record under Actions › Client portal.
- How to let customers book and manage appointments in the portalTwo steps: under Calendars › Calendars, edit the calendar and turn on Client Portal booking under Booking channels; then, under Memberships › Client Portal › Settings › App Permissions, enable Appointments and save. Customers can then book, reschedule and cancel in the portal.
- How to set up the client portal (domain, branding and language)Under Memberships › Client Portal › Settings, use Domain Setup to connect your domain (create the DNS record shown and click Update Domain), Branding for the name, colors, logo, favicon and support email, and Language Settings for the default language. Save and test the address in an incognito window.
- What the client portal is and how your customers sign inThe client portal is the login area where each customer sees, with one sign-in, courses, communities, affiliates, invoices, subscriptions and appointments. They sign up at the portal URL (or use the access they already had to a course), confirm their email with a code, and sign in with a password or an emailed code.