Client Portal
The branded home base where your customers log in to access their courses, communities, invoices, contracts, and more — everything in one place, without you fielding constant "how do I log in" requests.
22 articles
Setup & Access
- Set Up the Client PortalDomain, branding, language, and login setup before inviting customers in.
- How Your Customers Use the Client PortalWhat signing up, logging in, and getting around looks like for customers.
- Understand the Client Portal DashboardManage who has access to your portal and how they get in.
- Give One-Click Access with SSO Magic LinksSend customers straight into a portal section without a password.
- Control Which Apps Appear in the Client PortalUse App Permissions to show or hide portal sections and login methods.
- Unified Client Portal ExperienceOne login and dashboard across multiple portal accounts on the same email.
Mobile App
- Get Started with the Mobile AppGive customers access to courses and community groups on the go.
- Set Up Your Branded Mobile AppPublish a native app with your logo, colors, and name to both app stores.
- Force Mobile App UpdatesRequire customers to update your branded app for meaningful releases.
- Send Push Notifications from WorkflowsPush targeted notifications to customers' phones as a workflow action.
Courses & Community
- Use Assignments in CoursesAssign hands-on work students complete and submit for review.
- Give Contacts Access to Courses and Community GroupsAssign courses and group membership directly from a contact record.
- Manage Course Notification PreferencesControl exactly which course notifications go out to students.
Billing, Documents & Files
- Manage Subscriptions from the Client PortalLet customers handle their own recurring billing without emailing you.
- View and Manage Estimates in the Client PortalCustomers review, accept, reject, and download estimates themselves.
- Client Portal Quick Actions and Document SigningA personalized landing page plus in-portal electronic signatures.
- Email Notifications for Invoices, Estimates, and ContractsAutomatically email customers when you share a document through the portal.
- Let Customers Upload Documents Through the PortalCustomers upload files that land directly in their contact record.
- File Share Notifications for ContactsNotify contacts automatically when you share a file on their record.
Notifications, Communication & Branding
- Manage Notifications Inside the Client PortalOne notification center for community activity, courses, and certificates.
- Add a Chat Widget to the Client PortalEmbed live chat inside the portal, connected to your existing inbox.
- Customize Default Client Portal Email TemplatesTurn built-in notification emails into editable, on-brand versions.