The Unified Client Portal

The unified Client Portal gives your customers one place, with one login and one menu, for their dashboard, courses, communities, billing, shared files and account settings.

What customers notice

• Smoother switching. Moving between courses, communities and billing no longer feels like opening separate apps.
• Faster pages on desktop and mobile.
• Easier discovery. A redesigned dashboard surfaces courses in progress, community activity, billing items and shared files.
• Consistent branding from the login page through every section.

Public pages and search

Public course and community pages are built to be crawlable, with search-friendly addresses and page details. Private, gated and customer-only content stays protected and is never indexed.

Turn it on

The unified portal is a Labs feature.

1. Go to Client Portal > Dashboard.
2. Click the button to enable the unified portal.
3. Customers start using it right away. Links and routes you already shared keep working.

Coming later

Appointments inside the portal, custom navigation links, deeper branding controls and richer community and event experiences are planned.

Before you switch

Send customers a short heads-up that the layout is changing and where to find their courses and invoices.

Good to know: Test the new portal by logging in as a customer with a test course, so you see exactly what they will see.