How to Set Up the Client Portal

The client portal is where your clients go for everything you offer them: courses, communities, and the affiliate program. Students use one login to reach all of them, and you can put the portal on your own branded domain or subdomain.

Your portal home is now a Dashboard, with a sidebar grouped to make things easier to find.

Still on the classic look? See Moving to the New Client Portal Experience.

In this article

Your Portal Dashboard and Sidebar

The portal home is a Dashboard. From one place you can see:

  • Communities
  • Courses
  • Pending invoices
  • Finances
  • Shared files

The client portal Dashboard with Communities, Courses, and Pending invoices cards, Pick where you left off, Finances, and Shared files

The sidebar is grouped into three sections:

  • Memberships: Communities, Courses, and Events
  • Finances: Invoices, Estimates, and Contracts
  • Business & Operations: Shared files, Appointments, and Loyalty

The client portal sidebar grouped into Memberships, Finances, and Business and Operations

How to Set Up Your Client Portal

Every account gets a client portal on its own subdomain of clientclub.net. You can switch to a custom domain or subdomain so the portal matches your brand. You'll find the portal's subdomain and custom domain under Memberships > Client Portal > Settings > Domain Setup. For the full steps, see Client Portal | How to Connect Your Custom Domain / Subdomain.

Branding Your Client Portal

Your client portal login page is also your membership login page. If your account still uses the legacy membership area, see How to Migrate from the Legacy Membership Area to the Client Portal.

1. Open Branding

Go to Memberships > Client Portal > Settings, then select Branding. Each field has an info icon that shows where it appears in the portal.


Memberships > Client Portal > Settings > Branding


2. Set your branding

  • Portal Name: The name shown prominently on your portal. You can use up to 20 characters.

    The Portal Name field

  • Portal Description: Text that tells clients about your portal or services. You can use up to 150 characters.

    The Portal Description field

  • Brand Color One: Your primary brand color.

    The Brand Color One field

  • Brand Color Two: Your secondary brand color.

    The Brand Color Two field

  • Favicon: Ideally a 1:1 aspect ratio, in SVG, PNG, or JPG format, with a maximum size of 16x16 pixels.

    The Favicon upload

  • Portal Image: An image shown on the sign-up and sign-in side of the portal. Use an 8:9 aspect ratio, in SVG, PNG, or JPG format, up to 1920x2160 pixels.

    The Portal Image upload

  • Logo: A 1:1 image in SVG, PNG, or JPG format, up to 200x200 pixels.

    The Logo upload

  • Support Email: The email address clients can use to reach you. It's displayed on your profile.
  • Copyright: Your copyright line, for example "© 2026 Your Company Name." It's displayed on your profile.
  • Advanced: Expand this section to add Custom JS, Custom CSS, and Tracking Code (header and footer code).

    The Advanced section

To hide the portal name, description, and logo on the login screen, add this CSS under Advanced > Custom CSS:

/*Hides Portal Name and Description*/
div.w-3\/4 > .text-5xl,
div.w-3\/4 > .my-4,
div.w-3\/4 > .mb-10 {
  display: none !important;
}

3. Save your settings

Click Save Settings to apply your changes.

The Save Settings button

Invite Clients to Your Client Portal

There are two ways to bring clients into your portal.

Direct invitation from child applications

  • Membership courses: Use the Grant Offer Access workflow action.
  • Communities: Use the Grant Community Access workflow action.
  • Affiliates: Go to Marketing > Affiliate Manager > Campaign. Click the three-dot menu on the campaign, choose Edit Campaign, and share the Affiliate Link Shared with Customers.

Marketing > Affiliate Manager > Campaign with the three-dot menu open and Edit Campaign highlighted


The Affiliate Link Shared with Customers field with the Copy button

Sharing the client portal URL

Copy your portal URL from Memberships > Client Portal > Settings > Domain Setup (the Sub Domain field, or your Custom Domain if you've added one) and share it by email, text, or any other channel. Try adding it to welcome emails, newsletters, your website, or social posts, and say what clients will get from the portal.

Domain Setup showing the client portal URL

FAQs

Q1. I've branded my client portal, but the changes aren't showing up. What could be the issue?

It might be a cache issue. Try clearing your browser's cache, or view the portal in an incognito window. If it's still not showing, contact support.

Q2. My affiliates are having trouble accessing their stats on the client portal. What should I do?

Make sure the affiliates have the correct login details and the right permissions. If the problem continues, contact support.

Q3. I've set up the DNS records for my client portal correctly, but it isn't accessible. Why?

DNS changes can take up to 48 hours to propagate across the internet. If the portal still isn't available after 48 hours, contact your domain registrar.

Q4. I want to customize the favicon for my client portal, but it isn't uploading. What's the ideal format and size?

Use a 1:1 aspect ratio, in SVG, PNG, or JPG format, with a maximum size of 16x16 pixels. If it still won't upload, contact support.