About This Guide
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
Create a seamless and professional experience for your clients
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.
Frequently Asked Questions
How to change the 'Mark as Completed' button in the course lesson page
How to change the 'Mark as Completed' button in the course lesson page
To change the mark as completed button in your course lesson, navigate to the course theme builder, then click on the 'Lesson' tab > select the 'Sections' tab > under 'Lesson Body' you can change the 'Mark As Complete' button colour under the 'Button' settings:
How to change the colour of links in lesson descriptions
How to change the colour of links in lesson descriptions
To change the colour of links added to your lesson description text, you can highlight the link > then select your colour from the text editor menu:
How can I attach a PDF to a course lesson?
How can I attach a PDF to a course lesson?
To attach a PDF to a course lesson in first you will need to have created your PDF and have it saved to your computer
Next, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar hover over [Courses] > then click [Products]
If you haven't already created your course portal, click the [+ Create Product] button at the top right of your screen > select [Start from Scratch] > then click [Build your Own] to open up a blank course builder
If you have already created your course, click into your course portal to open up the course builder
Click on the lesson you want to add your PDF file to > and under 'Attached Files' click the [+ Add Files] button
Click the ☁️ cloud icon in the popup > select your PDF file from your computer > then click the [Upload] button
Once uploaded, your PDF file will now show under the 'Attached Files' section
Make sure you click the [Save] button at the top right of your screen so your PDF saves and displays in your course portal
How can I participant cancel their course subscription?
How can I participant cancel their course subscription?
To allow your members to self-cancel their course subscriptions, please go to Courses > Client Portal > Settings > App Permissions and check that Billing & Subscription is ticked
By turning on the Billing & Subscriptions app permission, it means that your members will be able to cancel their subscriptions through the Billing area inside their client portal account.
How to remove course access when a subscription is cancelled?
How to remove course access when a subscription is cancelled?
To ensure a contact no longer has access to a course when they cancel a subscription, you can create a workflow to revoke access automatically when the subscription status is marked as 'cancelled' by following the steps below:
Go to Workflows > and click + Create New Workflow > then select + Start From Scratch
Name your workflow e.g "Subscription Canceled [Course Name]
For the trigger select [Subscription]
Click 'Add Filters' and select [Global Product] > then select your product/subscription
Add a second filter and select [Status] > [is] > [Canceled]
Next add the action [Course Revoke Offer] > and select the course you want to remove the contact from when their subscription is canceled
Publish your workflow and then Save to activate
How to cancel a subscription on behalf of a member?
How to cancel a subscription on behalf of a member?
To cancel a subscription on behalf of a member, please go to Payments > Subscriptions > click the 3 dots of their active subscription > and select 'Cancel Subscription'
Can the automatic revoke access email that is sent when a contact is removed from a course be customised/turned off?
Can the automatic revoke access email that is sent when a contact is removed from a course be customised/turned off?
Unfortunately at the moment, there is no built-in way to turn off or customise the automatic "Revoke Access" email that gets sent when a member loses access to a course.
Still 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 🤍