Getting Started With Ivorey™ Client Portals
Before you steam ahead setting up your client portal, here's some good-to-know information that will ensure you understand how the client portal works in Ivorey™, and whether it is the right fit for your needs.
Learn the basics of client portals
Learn the basics of client portals
Ivorey™ client portals give your clients one central place to access everything they need - from viewing affiliate commissions and signing documents, to joining courses, tracking invoices, and participating in community groups. It’s a branded, secure space where your clients can log in, take action, and stay connected with your business.
Each portal can be fully customised to match your brand. Add your logo, colors, and even connect a custom domain. You can also control which tools are visible, what notifications your clients receive, and invite them easily by sharing a direct login link or sending a branded welcome email.
Client portal features (You can toggle on/off)
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.
Why use client portals?
Why use client portals?
Client portals keep everything in one place so your clients don’t have to dig through emails or rely on multiple platforms to work with you. Inside the portal, they can:
Access courses and community groups
View invoices, estimates, and signed contracts
Check affiliate stats or referral links
Send and receive messages
Manage notification settings
And more - all from a clean, branded interface.
There’s also a mobile view available, so clients can log in on the go and still access everything they need.
How long will it take to set up my client portal?
How long will it take to set up my client portal?
Each client portal will take approximately 30 minutes to fully brand and set up - including all your automated emails that will replace the system default ones inside your client portal email notification settings (since we have pre-made all of the templates for you!)
A Visual Walkthrough of the Ivorey™ Client Portal
How to Setup Your Client Portal
Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way. And the best part? You only need to do this once 🙌🏻
How To Use and Manage Your 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.
Need Help?
Hit the support chat widget inside Ivorey - we can:
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 🤍