Customize client portal
in progress
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Alyssa Rispoli
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.
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Jacob Radcliffe
CSS/JS only worked on login page...
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Alex Nedelea
This is 2025 Q4, come on guys... how is this not done yet?
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Alex Nedelea
It needs to have access to opportunities and be able to access the real CRM behind so we can leverage so much more on why we use this software.
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Richard Andrew
Ability to customise the left menu listing entirely and add menu optins and page links/iframes as required.
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Alex Nedelea
Richard Andrew Yes!
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Seans VA Assistance
Can we have a situation whereby anytime a contact upload files through a survey/form automatically upload to their client portal so once they login to their portal, they can manage the files they uploaded from there?
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Team Ivorey
Seans VA Assistance Is this same as this request? If so please upvote. Our members would use this feature too!
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Keith Besherse
Team Ivorey, related. We want both. In the Core Platform we want the form submission saved as a document on the Contact record and accessible by Workflows. We also want the document available to the Contact in their Client Portal.
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Mariah | FG Funnels Support Team
For CPD compliance, some of our users need a Privacy Policy link visible on the membership login portal page. It would be amazingly helpful for them, if there was a built-in option to add a privacy policy link at the bottom of the client portal login page.
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Keith Besherse
Mariah | FG Funnels Support Team, what is CPD?
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Matias Solar
This request has now been open for over two years, with more than 1,000 users having expressed interest in this feature.
Given the number of votes and the time that has passed, any update would be greatly appreciated by the community. Thank you in advance for your time and attention.
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Jonathan Puu
2 years and we still here : ( All they keep saying is "soon" please lord let's get this done.
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Joshua Zhang
Shreyas Birajdar
Client portal should include everything related to client!
- Appointments booked
- Purchases made
- Custom page showing CRM variables (e.g credits or loyalty points statuses)
- besides the usual courses, community, affiliates etc...
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Alex Nedelea
Joshua Zhang And opportunities
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Keith Besherse
Alex Nedelea, I’m not sure about that… I’m thinking we don’t want the customer to see that we are thinking of them in a transactional way. We want them to access the things they have bought; but not in a way that looks like we are only trying to get another sale.
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Rafael Carrascal
It would be incredible to do this, I tried to customize my portal, but the most I could do was change the color and font of the sidebar, I found several external tools, but the best one for me was “Pimp My HP”. It allows you to do a lot of things, change the icons, including the name of the options in the side menu, such as changing from “Opportunities” to “CRM” if you want to, you can also block options, for example, if one of your SaaS plans does not offer websites you can make it appear blocked and that when the user clicks a pop up will jump telling you to unlock the option you must upgrade or things like that, another one called GHL Plugging that allows you to create pop ups when the user enters so as to give them a tour of the platform and also become familiar with the popularity that ghl is acquiring with all the dashboards, increasing personalization almost as if it were Canva would be great
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Arturs Oz
Rafael Carrascal GHL PLUGINS looks good but pricy!
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Chris Bigelow
It would be really cool to be able to put popups with videos in the client portal that are explainer videos that can be closed once watched and not shown again.
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