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Client Portal

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Customize 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.
101
·

in progress

Client Facing Project Management
Right now all project management is internal. It would be great to loop our clients into where projects are at and let them view that in the Client Portal.
4
Client App/portal for booking appointments
Needs to have an app for appointment booking. Refer to something like acuity, Booksy, or squire. Clients should be able to sign in to save their details, such as card details, and other important information.
27
·

planned

Embed website pages and shops inside portal to make them private
I would like to be able to create member only shops available through the client portal.
1
Ability To Add A New Card On File Via Client Portal
The ability for someone to be able to log in to the client portal and be able to add a new credit card on file at any time to use for future invoices/subscriptions. They can delete existing credit cards now but they can not add a new one via the client portal.
0
Progress Tracker on the Client Portal
It would be great and useful to have a progress tracker within the client portal to clearly show where both the client and provider are with their respective tasks. For example, if a document is uploaded and requires the other party to take action—whether it's reviewing, completing, or approving—it should be easy to see what's pending, completed, or in progress at a glance.
1
Custom Menu Links in Client Portal
I would like to add in additional apps into the client portal similar to the custom links feature in the backend
9
Custom Pages in Client Portal
Allow for creation of global pages with custom content as well as client-specific pages where we could individualize content to the specific company or user in the portal.
7
Use Custom Values for Portal Branding
Be able to use custom values to update all the portal branding including brand colors, favicon, name, description, images, support email, etc.
4
PRIVATE CHAT
I think we would like to have a private chat channel in client portal, not to be only ''facebook style''. If now we have open the gamification, maybe will be good to have like ''add friend'', ''invite to chat'', private chat and group chat as well.. Honestly, in my county I already have 3 customers who want this.. And all are pushing me to go to another platform (that I could just integrate it with GHL but not to build all the above things on GHL).. I don't want to do it anywhere else. But maybe GHL could implement it!
10
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