Client Portal
20 articles124 explained images
How can my customers use the Client Portal?
The Client Portal is a one-stop digital hub designed to offer your customers an easy, streamlined, and interactive engagement with your business. This guide will walk you through the ins and outs of how your customers…
5 min9How to set up the Client Portal?
The client portal is a unified platform designed to provide seamless interactions between clients and their respective sub-accounts. It offers a secure space where clients can view affiliate commissions, participate in…
12 min17Client Portal Dashboard
More Tutorials from the Community https://youtu.be/XLkDEt9Wqkc https://youtu.be/62skgJ9Z2uY https://www.youtube.com/watch?v=EnuIT8Otf2Y https://youtu.be/lj0QrN505RQ The new client portal dashboard gives you an overview…
2 min5Client Portal SSO Magic Links: Enable One-Click Access to Client Apps
This article will guide you through how to create and use SSO (Single Sign-On) Magic Links to give clients instant, secure access to individual client portal apps—such as Courses, Communities, or Affiliates—without…
5 min18Notifications inside Client Portal
The Client Portal Notifications feature consolidates all notifications from the client portal and its associated child apps into a centralised location – the Notifications Tab. This allows users to conveniently access…
3 min24App Permissions in Client Portal for Enabling/Disabling a child app
CLIENT PORTAL App Permissions in Client Portal: Enabling/Disabling Child Apps and Authentication Control which apps and authentication methods your contacts see in the Client Portal by managing App Permissions at the…
7 min4Quick Start Guide - Kollab (iOS & Android)
More Tutorials from the Community https://youtu.be/m4D-p26D5ac This step-by-step guide will walk you through everything from downloading and setting up the app to exploring its many features, ensuring you're ready to…
1 min1How to Use Assignments in Courses
More Tutorials from the Community https://youtu.be/ZWJiwKR5OLE https://youtu.be/9ZWpAZfLTRg Courses - Assignments now available in PWA Assignments in Mobile: No more being tied to your desk! With our latest update, you…
1 minSubscription Management in Client Portal
1. Control for Subscriptions in Client Portal With the Subscription Management feature, you can manage all your subscriptions, invoices, and transactions from a single, convenient location. Whether you need to cancel a…
2 min3Give community groups access via Contacts
Overview We are excited to introduce the new feature, which allows users to seamlessly view and manage Community Groups and Course Offers directly from the Contacts section in the Client Portal. This integration…
2 minClient Portal Branded Mobile App: Setting up branding of your app
Launching a branded app for your business can be overwhelming and complex, with many moving parts that often leave business owners confused or uncertain about their progress. With this service we help bring your…
3 min6Client Portal Dashboard Revamp and Associated Contracts
We're beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client porta for both Mobile & Web! Now, managing your documents and navigating your dashboard has never been easier or…
1 min7Client Portal App - Custom mobile app notifications
TABLE OF CONTENTS Overview Action Name Action Description Action Details How to Configure Example Additional Notes Overview The Smart Push Notification action allows users to send personalized push notifications to…
2 min2Notification Preferences for Courses in the Client Portal
We’re thrilled to announce the release of Notification Preferences for Courses in the Client Portal! Expanding on the functionality introduced in previous updates, this feature empowers client portal owners to manage…
2 min4View and Manage Estimates in the Client Portal
This article explains how clients can view, download, and manage their estimates directly through the Client Portal on both web and mobile. The Estimates feature helps streamline communication and keeps clients…
3 minHow to Force app updates on the Client Portal mobile apps
This article will guide you through the process of enabling mandatory app updates for the Client Portal mobile apps. By implementing this feature, you ensure that users are always operating on the latest version of…
3 minHow Email Notifications Work for Invoices, Estimates & Contracts in the Client Portal
This article introduces email notification capabilities for Invoices, Estimates, and Contracts in the Client Portal. With this feature, both owners and users can customize how they receive document updates and manage…
6 min8ClientPortal Builder Enhancement Pack
GHL Customer Care added multiple upgrades to the ClientPortal Builder to speed up branded app launches and reduce churn. Agencies can Book a Call for guided onboarding, end users now see a “Cancelled from Live” screen…
5 min3Chat Widget Integration with the Client Portal
Bring real-time support into your Client Portal with the Chat Widget Integration. With this enhancement, users can now enable and use Chat Widgets across individual Client Portal child apps—empowering real-time…
4 min4Client Portal - Edit Default Email Templates
Edit and personalize the default email notifications sent from your Client Portal. Convert locked defaults into editable templates, tailor content to your brand, preview with custom fields, and deploy with confidence…
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