Allow client portal with meeting rooms only
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Robin De Niet
I want to create a SaaS package that has the client portal turned on and only meeting rooms and calendars enabled. Now I have to add Courses, Communities, or Affiliate Manager to the SaaS package in order to turn it on which is strange.
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Sachin Karma - SALES
Hey Robin,
Tying the Client Portal toggle to Courses, Communities or Affiliate Manager doesn't make sense when all you want is meeting rooms and calendars.
A workaround we've used until GHL changes it:
- Add Courses to the SaaS plan just to unlock the Client Portal, but don't build any courses in the snapshot.
- In the client portal settings, turn off the Courses and Communities tabs so clients only see meetings and calendars.
- Remove those menu items in the sub-account user permissions so your clients' team doesn't see them either.
- If anything still shows, hide the leftover menu items with a bit of custom CSS at the agency level.
It's not perfect, since the feature is still technically on in the plan. But to the end client, it looks like a clean meetings-and-calendar portal.
Hope they separate the toggle soon.