Customize client portal | Voters

Customize client portal

in progress

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.

June 26, 2023

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.

Robert Diaz

Ideally we should be able to customize this the same way we do on the dashboards. A drag and drop builder with existing widgets. Also please add appointments widget and an HTML block widget. This should have its own css/js section for further customization.

Jesus Covarrubias

Robert Diaz THIS NEEDS UPVOTES!! Being able to have conversations history within the client portal, FAQ or Resource directory, and have that full customization would take this portal to the next level. I am currently having to use a 3rd party for this reason

Rohan Williams

Having ultimate control on being able to turn features on or off would be amazing.
For example the events system does not work well for when trying to sell a limited amount of tickets. We have to divert people away to order tickets. 
The events and register feature needs more flexible options, that we can control for web and app

Rohan Williams

Looks great and so happy to hear this update is in progress.

I’d love to know if this update will also link to the branded app versions. Ie the customisation on desktop is also present on app.

Marsha Sweet

Please allow the labels (course, lessons, etc.) in the client portal products to be customized. Not everything is suitable to be labeled a course or lesson.

Iver Aune

It would be so nice to have this per contact level. Kinda like the DND feature, a checkbox for each client portal channel. Workflow actions would also be nice!

Shawn P. Creighton

Can we also add shops into the portal?

https://ideas.gohighlevel.com/client-portal/p/embed-website-pages-and-shops-inside-portal-to-make-them-private

Grace

Customer suggest if we can we edit the Welcome message in Home page and add more characters to the Branding > Portal Name

Robert Diaz

Amazing customization was done by one of the HL group members that makes the client portal look and function the way a client portal should be https://www.loom.com/share/82456193939b4d24ad14cf64537cd54b

This was done by creating and customizing a standalone HL page and passing down date with custom fields and API, however it would be great to deploy something like this without much code.

Robert Diaz

Please migrate with this https://ideas.gohighlevel.com/saas/p/end-customer-portal

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