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

Yanick Webster

I'd also like to have 2 communities: 1 for my affiliates and 1 for my clients. (I dont love the idea of the two mixing)
Additionally, Id like an affiliate type option in the client portal so that we can provide referral information. 
Thanks!

Paul Read

Yanick Webster You can have multiple Communities already, keep them both separate

Yanick Webster

Paul Read Thank you! I couldn't see how to do this & Ive been searching for it. I'll contact support for guidance. Much appreciated.

Jill Zhang

it always shows in progress. how long will we need to wait?

Sean Brooks

Yes we don't always want to use the same verbiage like affiliate and earn for example I have a lot of people that refer who are not allowed to get paid for it because they are bound by certain laws but they need a way to keep track of everyone and at the moment they just do this via text which is daunting to say the least.

Peter Hanus

100%. Even attempting to do this with css and java is impossible right now due to the various inconsistencies GHL has with using iframes

Moana Robinson the Sassy Stylist - B Styled for Life

agree.

Briana Demers

I am begging for this feature please!!! Running marketing for a community / course creator and our clients are struggling to use the UI. Would love a home page that simply says 'welcome' [click here for courses] [click here for community] [edit my profile]

also, ability for members to update their own email address? They cant right now we have to do it manually. Also, just the ability to change the language... right now join a group is the only button that navigates to the community section but its confusing when you're already a member

Brooke Haynes

I am so excited about this! Will this include the ability to capture a card number but not pay and then after an appointment we can push the charge through WITHOUT having to have the client pay via invoice? I know that feature is half built now and wondering if this will be the final piece.

Cinematic Addicts

We also need to be able to send documents, video , and photo files through This portal so that the client can be properly updated.

Brooke Haynes

Cinematic AddictsI think I saw that in planned status!

Femi Dade

I also actually think we should revert to having a separate membership portal as standalone. While client portal does exactly what most agency needs.

Ability for clients to see progress, get updates...etc
Ability to add custom tabs that lead to external pages (see attachment) and also embed custom web pages (just like we do in subaccounts via the agency account)
Full customization capability. Names, titles, colors, rearrange tabs
Right now, that portal also needs to be more intuitive and to look similar to most other platforms. We are used to these other conventions, why is the GHL so different and I have to think and go though a lot of mental bandwidth to figure things out. e.g. It's more natural to have options at the left, in GHL we have it at the right... that's odd.

Cinematic Addicts

Femi Dade i agree

Christopher Mateo

We need a one stop shop for editing the client portal. Courses, communities and affiliates should all be in one hub for editing and work more like the funnel builder. Our users get to have one hub but we as developers have to work on multiple tabs and triggers to edit the one hub they experience doesn’t make much sense. Please help us with this would be huge game changer and simplify a lot

Eirik

Christopher Mateo agree!
I am struggling to get the brand consistency across PWA course app, communities and the client portal (especially on mobile). It is a pain to customize every course with the same theme, getting this to show the same way on desktop and mobile etc. 
Also when clicking through the course/learning section in a community, the PWA does not function properly when clicking a course in the community area (logo does not show and scrolling is off). 
After GHL released the community, it seems the client portal is redundant (?), as well as the course library, since there is one within the community as well that looks WAY better and cleaner.
Also, community custom theme within the community interface only works on desktop. On mobile the menu theme is not applied. 
I would prefer if everything was inside the community and that people stayed within this interface the entire time (similar to Skool). I like the footer navigation in the community, and would prefer if this also was consistent across the PWA course as well (always visible).
In summary: focus on getting everything under one roof - courses, community, calendar, leaderboards etc. Affiliate management can be added to the user profile section within the community so the portal could be eliminated (?).

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