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.