Set Up the Client Portal

Setup steps before inviting customers in.

1. Set up your domain

Memberships > Client Portal > Settings > Domain Setup — use the default subdomain or connect a custom one via DNS (A record or CNAME). Propagation takes 24–48 hours.

2. Brand the portal

Set display name, colors, logo, favicon, and support contact details.

3. Set a default language (optional)

Memberships > Client Portal > Settings > Language Settings.

4. Decide how customers log in

Under App Permissions, enable Google Sign-In alongside email/password and magic-code methods.

5. Invite your customers

Share the portal URL, or invite automatically when enrolling in a course, community, or affiliate account.