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.

I would like to add in additional apps into the client portal similar to the custom links feature in the backend

Why is services v2 always on the back burner with updates? Client portal would be great for services. PROBLEM with the Portal is that the permissions or things that you show are universal for everything. For example, I run a cosmetic tattoo studio and a training center. In my client portal, I don't want my students to see stuff about scheduling, and I don't want my scheduling clients to see stuff about courses. It needs to be reactive to what certain clients need to see. Otherwise, it's really one-dimensional and confuses a lot of people with things they do not ever need to see.

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.

The Ability to use custom fields to display dynamic data inside of the client portal unique to each person logged in. We would love the ability to display details that users have submitted through forms, surveys or assigned custom fields. Also the option for the user to edit specific custom fields as well from inside the client portal.

I'm a mortgage broker, and having the ability to have all of my client information within this CRM would be incredibly time-saving. If I were able to request documents through the client portal I've given them, then being able to track what they have uploaded would save me having to do this through other applications. In addition, having an admin interface where I can track all client portals and documents uploaded from each individual. Then being able to easily download the documents they uploaded, so I can send them to lenders for the application.

Enquiry calls and one-off paid coaching calls are currently linked to the portal, but there should be an option to add a calendar into only specific clients portals (e.g. a coaching call for someone who's paid for a full program they can book 'free', not being accessible to anyone who has a portal link from a random course - just added to coaching clients portals)

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.

Environment: GoHighLevel Client Portal on a custom domain, iPhone / Safari, logged in as a portal member. STEPS TO REPRODUCE Open the Client Portal on a phone. Tap the chat bubble icon in the top navigation. The Chat panel opens. Look for a way to close it. There is no X or close control. The only control is a back chevron, and tapping it does nothing. Tap the chat bubble icon again. EXPECTED The chat icon toggles, so a second tap closes the panel. Or the panel has a working close control. ACTUAL Step 3 leaves the member with no way out of Chat. Step 4 appends a second, complete copy of the Chat panel below the first: its own header, its own All / Unread filter, its own notification bell with its own unread badge, its own conversation list. A third tap does not add a third copy, so it stops at two. The only way out is to reload the page or leave the portal entirely. IMPACT This is what clients see, not just admins. On a phone the panel fills the screen, so a member who taps the chat icon is stuck in Chat with no obvious way back to their course content, and the natural instinct of tapping the icon again makes it worse instead of better. For a program where the portal is the delivery mechanism, that is a dead end in the middle of the member experience. SUGGESTED FIX Make the chat icon a toggle, fix the back chevron, and add a visible close control to the panel header. At minimum, prevent a second instance from mounting while one is already open.