Client Portal

Please allow the option to customize the client portal. Turn on or off the affiliate option, maybe we do not have an affiliate plan and want to remove that from our client portal. Also allow custom CSS so we can customize our client portal.

Client’s unique data is dynamically merged into their assigned Custom Dashboard. Each client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo. Be able to streamline interaction with your clients. Fully customized to fit the unique needs of your organization Be able to live chat with client inside of the portal and receive notifications when a message is in their portal and vice versa. Each Client will have access to only the pages, information and files you designate for them. Upload files and documents for Clients to view and download Create a complete “website-like” structure for your clients. Clients can View and Pay Invoices online without having to be logged in Pre-Built Dashboards and Pages get you going quickly. Dynamic Data Placeholders show the currently logged-in Client’s data. Set the “Start Page” for a Client to see directly after logging in. Everything is fully responsive for mobile devices (tablets & phones) You can use iFrames, YouTube, Vimeo or any embeddable widget. Easily Build custom dashboards using Dynamic Placeholder Links Dashboard Links automatically adapt depending on which Client is logged into the platform and viewing the Page. Direct your Clients exactly where you want them to go. Completely control what your Prospects/Clients can see and do. You can easily hide any part of the platform that you’re not yet using so that Prospects/Client won’t see. The Announcements' widget lets you offer a custom Welcome Message Use our “Translations” feature if you want to modify menus/labels Be able to go in and impersonate the client to see what they see. You can require payment to register and enter your Portal. Set up a one-time payment OR a recurring subscription payment Works with all available payment gateways (no recurring subscription payments are possible via PayPal). Use Dynamic Title placeholders to help identify payments Portal access is blocked until payment is submitted and verified. Create complex layouts and style content with little technical knowledge Drag & drop content blocks containing text, photos, videos, charts, etc. Insert Dynamic Data using placeholders or setting Custom Fields within the Block Content can be made fully responsive, so it displays nicely on all types of devices. Built-in Snippets and Template Library will be continually updated with fresh pre-built layouts & blocks. Kickoff Forms are dynamic and let you kick off a funnel or process for your Clients. Update Forms let you update existing Contacts or let your Clients add more info to their profiles. General Forms give you even more flexibility and can be used inside or outside the platform. Trigger Automations & Integrations automatically upon completion of a Form Customize your Client’s experience with your own logo and colors Customize all email notifications sent to your Clients and Staff Client portal with your own custom URL Completely customize the Login Screen with your own logo and colors “Magic Link” Your Clients don’t ever need to remember their password Clients just enter their email address and receive a link via email. Simply clicking the link sent via email INSTANTLY logs them in. Gain access to pre-built Portal Pages, Documents, Proposals, and Email Marketing emails. With new releases from the community, there will always be fresh ideas to choose from. Preview of the Template, then download it directly to your platform. Create your own Templates and share them with the Community

For Agencies using Client Portal for their customers, business owners in the Real Estate, Mortgage, Title, Financial Services, etc that need client portals for their customers, there exists a big need to use Client Portal to track and showcase a roadmap/checklist of activities. This means being able to show their customers a unique roadmap/checklist/timeline of their unique transaction/service, as well as being able to chat/provide feedback on certain items. For reference, here are a few companies that do this well: https://www.moxo.com/ https://one.compass.com/ https://www.mosaik.io/ Obviously its hard to do all of this, but at least the ability to have a Roadmap of the services we provide would be a great start. If we have the ability to customize the Client Portal with custom fields, that would allow us to embed/build out the rest needed to service our individual clients.

I would LOVE to have a space within my agency account/sub account to create multiple client portals. I would love the portal to be able to be shared with each individual client and have a customisable dashboard. Like important numbers, how to contact us, links to their Google drive, a chat function and the big one the ability to have a task list that can be assigned to the client. We have to send a lot of drafts to clients and I want to be able to put all of those tasks into a client checklist and set due dates. The client then can go onto the dashboard see what they have to do and then mark them off when it is done. Then an automation to notify the team so that we do not have to chase people for feedback all of the time :) Thank you so much

This request is to add the functionality where Members can login and edit their Member Account/Profile (Membership Portal)This will provide members access to update account/profile information such as : Billing Contact (email, phone, address)Custom fieldsRight now there is no way for a member to update this information on their own or allow them cancel their membership payments. This will cause a big headache to have to do this manually for each member. MEMBER-I-55

I’d like to propose several enhancements to the Client Portal that would significantly improve user experience, client retention, and revenue generation for agencies using the platform. Currently, the client portal functions more as a basic access point. There is an opportunity to evolve it into a more interactive, guided client experience. Below are specific feature ideas that would add substantial value: Customizable Client Dashboard (Homepage) Allow agencies to configure a true dashboard view upon login. This could include: Dynamic widgets (upcoming appointments, recent activity, session balance, notifications) Custom welcome messages (with personalization tokens) “Next Best Action” prompts (e.g., book a session, complete a form, upgrade service) Embedded Funnel Experience Inside Portal Enable funnels to be embedded natively within the client portal (not as external pages), allowing agencies to create guided client journeys such as: Onboarding flows Service selection flows Upsell/upgrade sequences This would create a seamless experience instead of redirecting users outside the portal. Service Marketplace / Offers Hub Introduce a dedicated section where clients can browse and purchase additional services. Suggested features: Card-based service display (image, description, pricing) Ability to tag services as “Recommended” or “Popular” One-click purchase or booking integration Progress & Usage Tracking Allow agencies to display client-specific metrics such as: Sessions used vs remaining Program progress or completion % Custom tracked milestones (via custom fields or workflow updates) This would be especially useful for coaching, fitness, and service-based businesses. Role-Based Portal Views Enable more granular control over what different users see within the portal: Staff vs client views Conditional visibility based on tags, offers, or subscriptions Section-level permissions Centralized Communication Hub Enhance messaging داخل the portal by: Displaying conversation history in a structured inbox view Allowing file uploads and shared documents Showing announcements or pinned updates Content / Resource Library Provide a native way to organize and display resources: Video modules, PDFs, guides Categorized folders or playlists Access control based on purchase or membership UI Customization & Branding Control Allow deeper customization of the portal interface: Layout control (sections, widgets, ordering) Fonts, spacing, and styling White-labeling enhancements for agencies building premium experiences Overall, the goal is to transform the client portal from a static access point into a dynamic client engagement system—one that supports the full client lifecycle: onboarding, service delivery, communication, tracking, and upsells. I believe these enhancements would significantly increase platform stickiness and open up more use cases for agencies building advanced client experiences. Happy to provide use-case examples or collaborate further on this if helpful.

Help improve communication and workflow visibility! I’m proposing a feature that sends real-time notifications to internal users when a client uploads a file to their portal and alerts clients when an internal user shares a file with them. Why it matters: *No more guessing if a client has submitted required documents. *Keeps internal teams informed and responsive. *Provides clients with immediate awareness when new files are available for them. *Reduces delays and missed communications on both sides. If you’ve ever waited on a file or needed to confirm a document drop-off, you know how valuable this would be. Let’s streamline the process and make file exchanges seamless for everyone!

With the new change, Magic Links are only valid for 15 minutes which has it's benefits but other users, especially those with less tech-savvy customers, wish that the magic links were available longer. Can we introduce the ability to choose the length that a magic link is valid for?

It would be really helpful if customers could cancel their own membership program and automations would then revoke access to the course and community they are part of. I would expect this option would be under their Account tab in their course dashboard.