How can my customers use the Client Portal?

The Client Portal is a one-stop digital hub designed to offer your customers an easy, streamlined, and interactive engagement with your business. This guide will walk you through the ins and outs of how your customers can make the most of the Client Portal. Dive in to learn about the sign-up and login processes and the enriched customer experience that the portal promises. 


Covered in this Article:

What is the Client Portal?

How can my customers use the Client Portal?

Signup process

Have the client sign up themselves

Sent them a magic link to sign in

Enrolling to courses/communities via automations

Login

The Client Portal Experience


FAQs

Question: Can a client with multiple accounts switch between them within the Client Portal?


Question: Is it necessary for clients to complete their profile details?


Question: Can clients directly switch between child apps like membership courses, community groups, and affiliates in the Client Portal?


Question: What if a client forgets their password? Is there a way to still access the Client Portal?


What is the Client Portal?

The Client Portal is a centralized platform where customers can conveniently engage with your business and access various features. By utilizing the Client Portal, you can provide your customers with a more personalized and contemporary experience when they review their interactions with your business. It offers a comprehensive overview of all their past and present engagements, allowing them to gain insights into their history with your business. Customers can effortlessly monitor their affiliate commissions and payouts within the Client Portal, access their membership courses, and join community groups.


How can my customers use the Client Portal

Signup process

Who needs to go through the Client Portal Signup?


Clients only need to sign up for the Client Portal if they cannot access child apps (Membership Courses, Affiliate Manager, Communities>Upcoming).

If they have been granted access to child apps before, they can log in to the Client Portal directly, thus skipping the redundant sign-up process. They can use the same credentials they have for their Membership portal to log in to the Client Portal.



Please Note: 

This is designed to streamline the user experience and prevent the need for multiple registrations.

Account Creation & CRM Restrictions

Clients can sign up multiple times with the same email address if your Business Profile Settings permit duplicate contacts. Each registration creates a distinct user account. 



If the CRM does not allow duplicate contacts, clients cannot sign up more than once with the same email. The system will prevent creating multiple user accounts linked to one email address to uphold data integrity and avoid confusion or data duplication.


Please Note: 

Know your CRM settings and their implications on client account creation for the Client Portal.

There are a few ways to get your client registered for the client portal:


Option 1: Have the client sign up themselves:

To register for the Client Portal, clients must go to your client portal link. To find this, go to Sites > Client Portal > Settings > Domain Setup > copy the link & send to the customer.

Once the customer goes to the link, they will be brought to a page to sign. They will need to click the sign up link to create their account. Then from there, clients must provide their full name and email address and choose a password.

Click the 'Sign Up' option for new users
Enter in full name, email, and password to create a new account



After they submit these registration details, the system will send a verification code to the provided email address.

Please Note: 

Ensure the clients know to check their email (including spam/junk folders) for the verification code. The Verification codes expire after 15 minutes.

Account Verification


Clients must enter the verification code sent to their email address to authenticate their account.


After successful verification, they can log in to the client portal using their selected password during registration.

Please Note: 

The verification process is critical for maintaining the security and authenticity of client accounts.

Tip:

Advise your clients to keep their login details secure and remind them not to share this sensitive information with others.

Another way to get your clients into your client portal is to create & send them a magic link.


To create a magic link for a specific contact, go to Sites > Client Portal. In the actions box, you should see an option to generate a magic link:

Click the button to generate the magic link. There will be two magic link options you can create:

  • One for a specific customer;

  • Or one for a custom menu/specific section of the client portal: courses, communities, or the affiliate section.


Simply choose the type of magic link you want to create > then choose the custom menu or contact > then click generate to create the magic link.


Quick Notes:

  • You can only generate one magic link for one customer at one time.
  • You can choose to send the magic link in an email to the customer at the time of creation. Or you can simply copy the magic link & send it to the customer manually.
  • Magic links created for a specific contact allows the contact to login without entering a password. Once the contact clicks that magic link, they will be prompted to create a password instead. The password the contact creates will be what they use to login each time moving forward.
  • For the custom menu magic link option, you can embed those links anywhere you'd like. The customer would have to follow the steps above to create their account if they don't have one.

The other actions in the client portal dashboard are to invite someone to the client portal via an invite link and by sending someone a login email.


If you send someone an invite link & they haven't created an account yet, they will need to follow the steps above to create their account.


When sending someone a login email, this will send the contact of your choosing a magic link to login.

This option is used when a customer purchases a course or community access from you.


Within your order fulfillment automation, you can add a step to grant your customer access to your course or community. Once access has been granted to the customer, they will receive an email with login details on how to access the course/community.


The action names for this would be: 'grant group access' and 'course grant offer'

Please note: you can customize the login details email for courses. At this time, login emails for communities is currently un-customizable.


Login

Clients can access the client portal by logging in using one of two methods:


Password Login: Clients who already have a password can use it to log in directly to the client portal.


Email Verification: Alternatively, clients can authenticate their identity using a secure code sent to their registered email address. Upon selecting this method, an email containing a unique, time-limited secure code is sent to the client. This code must be entered on the login page to verify the client's identity and grant access to the client portal.



When multiple accounts are associated with the same email ID, the system provides an extra layer of functionality to ensure the correct account is accessed. When attempting to log in, the system will prompt the user to select from a list of user accounts associated with that email ID. This avoids confusion and helps ensure that clients access the correct account.


Please Note:

In case of multiple accounts tied to one email, always double-check the account you select to ensure you're accessing the right information.

The Client Portal Experience

The Client Portal is a comprehensive hub where leads and clients can interact with your business through various child apps. This includes access to membership courses, participation in community groups, and managing affiliate relations.


To fully engage with these services, leads, and clients must complete their profile details. This information helps customize and enhance their individual experience and ensures smooth operation across all child apps. Completing the profile involves providing necessary information such as name, email address, contact details, and preferences.



Once their profiles are complete and they have gained access to the child apps, leads and clients can seamlessly switch between them, offering a unique interaction with your business. The app switcher, located at the top right corner of the top bar, facilitates this effortless navigation. A drop down menu will appear by simply clicking on the app switcher, listing all accessible apps. Users can then easily navigate to their desired app with just one click.


Please Note:

Completion of profile details is mandatory for the best user experience and seamless operation across all apps. Always ensure your profile information is up-to-date and accurate, as it influences your interactions across all child apps.Use the app switcher for quick and easy navigation between the different apps. It's there to enhance your user experience; make sure to make the most of it.

FAQs

Question: Can a client with multiple accounts switch between them within the Client Portal?

Answer: If clients have multiple accounts associated with the same email, they will be prompted to select the specific account they wish to log into. The user can then switch between accounts as needed.


Question: Is it necessary for clients to complete their profile details?

Answer: Yes, completing profile details is necessary as these details are utilized across all child apps. It helps provide a seamless and personalized experience across all platforms.


Question: Can clients directly switch between child apps like membership courses, community groups, and affiliates in the Client Portal?

Answer: Yes, the client portal includes an app switcher, located at the top right corner of the top bar. This enables clients to navigate between the different apps effortlessly.


Question: What if a client forgets their password? Is there a way to still access the Client Portal?

Answer: Clients can still access their accounts using a secure code sent to their email. This feature allows clients to log into their accounts without remembering their password. Or clients can use the forgot password button to reset their password.