How Your Customers Use the Client Portal

The single branded home for courses, community groups, affiliate tracking, invoices, and more.

Signing up and logging in

Register with name, email, password, verify with an emailed code. Log back in with password or one-time email code. Multiple accounts under one email prompt a choice at login.

Getting around

Fill out a short profile; switch between enabled services using an app switcher.

Password recovery

Self-serve via email-based verification.

Why this matters for your business

Fewer support requests and a more professional first impression.