Customize client portal
in progress
A
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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M
Moana Robinson the Sassy Stylist - B Styled for Life
agree.
B
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
B
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.
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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.
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Brooke Haynes
Cinematic AddictsI think I saw that in planned status!
F
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.
![](https://canny.io/images/0b0c7d0521b3770d5f33c27894171702.png)
![](https://canny.io/images/db12317591310ad80ce2c72b758ab848.png)
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
E
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 (?).
J
Joshua Zhang
Please allow client portal to display custom fields / values depending on who logs in.
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David Lefevre
Allow for client portal setting by group. Turn on or off community, learning, and affiliate by the group, not all or nothing.
Justin Moy
A client portal is fundamental to our offering in today's world, i am surprised that is not really on offer with HighLevel at the moment. The portal is a place for clients to visit frequently and engage with the business owner in a safe environment, its not just about affiliate schemes.
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Francois Meler
can we get a REAL client portal to share KPI's and progress with our agency clients, instead of a "forum" style "client portal. thank you.
F
Femi Dade
Francois Meler yes, because right now, it's really not much of a client portal to me. It's more of a membership portal.
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