Client Portal Example Walkthrough
The Client Portal is a fully branded, all-in-one dashboard where your clients can access different assets related to their experience with your business. All features are optional and can be turned on or off in the portal settings, giving you full control over what your clients can/can't see. Watch a visual walkthrough of an example client portal below:
Client Portal Features (You Can Toggle On/Off)
Courses: Clients can view and complete any courses they’ve been granted access to. Progress is tracked and visible.
Communities: Clients can browse and participate in one or multiple community groups. Communities can be free, paid, private, or public.
Invoices: Clients can view, download, and pay invoices directly inside the portal.
Contracts: Clients can review, sign, and download contracts. After signing, the contract becomes a downloadable PDF.
Estimates: Clients can view estimates and accept or decline them with one click.
Shared Files: You can upload files for the client, and they can upload files for you. All uploads sync automatically to the CRM for you to access internally too.
Affiliate Program: If enabled, clients can access their unique affiliate links, view their stats and commissions, and manage payout details.
Manage Subscriptions: Clients can self-manage subscriptions and update payment methods.Note: Cancellations via this portal are immediate. If you prefer end-of-billing-period cancellations, use the Stripe Customer Portal instead. It takes just a few minutes to set up.
Transactions: Displays all past purchases and payments made by the client.
Account Settings: Clients can update their profile info, manage notification preferences, adjust community/chat settings, and view certificates.
How to Setup Your Client Portal
Setting up your client portal and customising it to your brand can be completed in just a few a really simple steps. And the best part? You only need to do this once 🙌🏻
STEP 1: Create a custom domain for your client portal
It's important to create your client portal URL before sharing the link with any of your contacts to ensure a seamless sign-in experience. If you update your client portal URL after you have shared the link with your contacts, then you will need to share the new link with them so they can login.
Step-by-step guide to create a custom domain for your client portal
Step-by-step guide to create a custom domain for your client portal
To customise your client portal link, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
Click [Domain Setup] to setup your Client Portal domain where you have two options for customising your client portal domain:
Option 1: You can customise your client portal domain by updating the text in the 'Sub Domain' section - this doesn't require you to update your domain DNS records and will mean that your client portal URL will end in 'app.clientclub.net'
Option 2: You can create a subdomain (e.g members.yourdomain.com) for a more customised client portal URL
🛑 IMPORTANT NOTESIf you are creating a custom domain, this needs to be a NEW subdomain that is NOT used anywhere else (e.g members.yourdomain.com)
If you choose Option 1 above, type your chosen text into the 'Sub Domain' field > then click [Update Domain] to update your client portal > you have now customised your client portal URL and you can skip the next steps
If you choose Option 2 above, add your sub domain to the 'Custom Domain' field > then click [Update Domain] > please continue with the steps below
Depending on who your domain provider is, you may be able to click [Continue] to have these DNS records updated inside your domain automatically, however in most cases you will need to click 'Add Record Manually' to manually update your DNS records
To add the records from Ivorey™ to your Domain DNS settings, you will need to log into the platform your domain is hosted with (e.g GoDaddy) and add these DNS records inside the DNS settings. Alternatively you can share these records with your Domain Provider directly through their chat support as they will be able to update your DNS records for you
STEP 2: Customise your client portal branding
Step-by-step guide to customise your client portal branding
Step-by-step guide to customise your client portal branding
To customise your client portal branding, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
Click the [Branding] tab and make your way through each field, updating the client portal to your branding. Each image has a recommended size to upload, so please ensure you are uploading images accordingly.
Once you have finished adding your brand details, click the [Save Settings] button at the bottom of your screen to save your changes
To view your client portal login page and see your branding customisations, navigate back to the Client Portal Dashboard and copy the 'Client Portal URL' into a new browser. This will open to your client portal login screen where you can then make any design adjustments needed.
STEP 3: Setup your Client Portal Permissions
Step-by-step guide to setting up your client portal permissions
Step-by-step guide to setting up your client portal permissions
To setup your client portal permissions, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
Click the [App Permissions] tab where you can toggle on or off the areas you you want your clients to be able to access from inside their Client Portal. IMPORTANT NOTE: When Billing & Subscriptions is toggled ON, it means members will be able to self-cancel any active subscriptions they have with you
Once you have set your app permissions, you can select the default page you would like your clients to be directed to when they login into their client portal from the drop-down menu under 'Select default landing page'
When you have completed updating these settings, click [Save Settings] at the bottom right of your screen to save these changes
When your clients login, they will be directed to the default page you set, however they can access the other areas you have toggled on for them to access by clicking on the 'Home' Icon inside their client portal.
Frequently Asked Questions About Client Portals
Can a contact with multiple accounts switch between them within the Client Portal?
Can a contact with multiple accounts switch between them within the Client Portal?
If contacts have multiple accounts associated with the same email, they will be prompted at the time of login to select the specific account they wish to log into. The user can then switch between accounts as needed.
What if a contact forgets their password? Is there a way to still access the Client Portal?
What if a contact forgets their password? Is there a way to still access the Client Portal?
Contacts 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.
How can I invited a client to the client portal?
How can I invited a client to the client portal?
To invite a contact to your client portal go to [Courses] > [Client Portal] > [Dashboard] > scroll down to 'Actions' > then click the [Invite] button next to 'Invite to Client Portal' > and select the contact from the drop down menu you want to invite > then click the [Send Invite] button
How do I remove the Portal Name and Portal Description from the Client Portal Login page?
How do I remove the Portal Name and Portal Description from the Client Portal Login page?
If you have added a branded image to your client portal login, and don't want the the Name and Description showing over the top of it on your Client Portal Login Page, you can remove these by using custom code.
Navigate to [Courses] > [Client Portal] > [Settings] > [Branding] > [Advanced] > [Custom CSS box] > and add the code below > then click [Save]
.text-5xl {
display: none;
}
.my-4 {
display: none;
}
How to share documents with a contact through the Client Portal?
How to share documents with a contact through the Client Portal?
Ensure your document sharing is turned ON in Site Pages > Client Portal > Settings > App Permissions
Invite your contact to the portal (if they haven't been already) via Site Pages > Client Portal > Send Invite.
Upload the document into your contacts file in the CRM (under Contacts) in Ivorey. You'll see a right hand panel when you open their contact file with their appointments, notes, tasks, documents etc. Add the document into the document section, then toggle ON the option to share the file if you want it to show up in their portal. Alternatively, it will stay as an internal document for only you to see.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍