This guide is for anyone who wants to customise the design and functionality of their Client Portal in Ivorey™. You’ll be able to update the look and feel of your portal to match your branding, and choose which features your clients can access when they log in.
This guide is perfect if you want to:
Apply your brand imagery and details to the client portal
Set permissions for what clients can access inside their portal
Define a default landing page for client logins
Step 1: Customise Your Client Portal Branding
The first step is to customise your Client Portal Branding, to ensure its matched to your business and easily recognisable by your clients.
Click here for the written steps
Click here for the written steps
To customise your Client Portal Branding, from the Ivorey™ main menu, go to [Site Pages].
Hover over [Client Portal] in the top menu bar and click [Settings].
Click the [Branding] tab and make your way through each field, updating the portal with your branding. Each image field includes a recommended size, so ensure you upload 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 your client portal login screen where you can review and make design adjustments if needed.
Step 2: Set Up Your Client Portal Permissions
The next step is to set up your client portal permissions and choose which features you want your clients to have access to when inside their client portal.
Important Note: When Billing & Subscriptions is toggled ON, members will be able to self-cancel any active subscriptions they have with you.
Click here for the written steps
Click here for the written steps
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 want your clients to be able to access from inside their Client Portal
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 log in, 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.
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Courses to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Still 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 🤍