Sites

    Client Portal

    Set up a portal for your clients.

    The Client Portal provides a secure, branded, password-protected hub where your customers can log in to access their purchased courses, manage their community memberships, and review their affiliate dashboards.

    1. Customizing the Portal

    Navigate to Sites > Client Portal to configure the look and feel of your customer-facing hub.

    • Branding: Upload your logo, set your primary brand colors, and add a custom favicon to ensure the portal matches your company's aesthetic.
    • Custom Domain: Connect a dedicated subdomain (e.g., members.yourcompany.com) to provide a professional login experience.

    2. Portal Capabilities

    Once a customer logs in, they can access a unified dashboard containing everything they have unlocked from your business.

    FeatureCustomer Capability
    Courses & MembershipsView video lessons, track progress, and download resources.
    CommunitiesEngage in private group discussions and network with other members.
    Affiliate DashboardAccess unique referral links and track payout commissions.

    Pro-Tip

    Enable the "Magic Link" login feature. This allows customers to request a secure, one-time login link via email, eliminating the frustration of forgotten passwords and reducing support tickets.

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