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Chat Widget Integration with the Client Portal

Enable chat widget in the Client Portal and control visibility per child app—Communities, Courses, and Affiliates—for real-time, in-context support

4 min read803 words4 explained imagesUpdated Wed, 20 Aug, 2025 at 10:20 AM
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  1. Key Benefits of Chat Widget Integration with the Client Portal:
  2. How To Setup Chat Widget Integration in the Client Portal
  3. Child App–Specific Widget Visibility
  4. Prerequisites & Permissions
  5. Limitations & Requirements
  6. Frequently Asked Questions
  7. Related Articles

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 communication and delivering better support experiences. Even better, widget visibility can be toggled independently per child app, offering complete flexibility and control.

TABLE OF CONTENTS

What is Chat Widget Integration with the Client Portal?

Chat Widget Integration connects a single GHL Customer Care Chat Widget to your Client Portal and lets you decide exactly which child apps display it. Instead of embedding code or managing multiple widgets, you select one existing widget and toggle its visibility for Communities, Courses, and Affiliates. Conversations route to your GHL Customer Care inbox just like any other webchat.

Key Benefits of Chat Widget Integration with the Client Portal: 

  • Real-time support: Customers get help where they’re working inside Communities, Courses, or Affiliates without switching tabs.

  • Granular control: Choose exactly which child apps show the widget to align support with business goals.

  • Centralized conversations: All chats land in GHL Customer Care, keeping records unified for faster follow-up and reporting.

  • Lower friction: No code embed for the portal; selection happens inside Client Portal settings.

  • Higher engagement: Timely support increases course completions, community participation, and affiliate performance.

How To Setup Chat Widget Integration in the Client Portal

Follow these steps to connect your existing Chat Widget to the Client Portal and choose where it appears.

  1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget

    Step 1 of 4: In your sub-account, go to Memberships → Client Portal → Settings →… What this shows Step 1 of 4: In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget What this shows Shows what this covers for step 1 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". This animation accompanies step 1 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you in your sub-account, go to Memberships → Client Portal → Settings → Chat Widget. The next step is to open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal. Step 1 of 4Image 1 of 4 What this coversIn your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
    Buttons and menus referenced Memberships→Client Portal → Settings → Chat WidgetSelect ChatWidgetoneSelect PagesCommunitiesCoursesAffiliatesHome & Account settingsSave Settings
    Next stepOpen the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
    All 4 steps in this procedure
    1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget this image
    2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
    3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
    4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.

  2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.

    Step 2 of 4: Open the Select Chat Widget dropdown and select the one Chat Widget… What this shows Step 2 of 4: Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal. What this shows Shows where to go for step 2 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". This animation accompanies step 2 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal. The next step is to under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings. Step 2 of 4Image 2 of 4 Where to goOpen the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
    Buttons and menus referenced Select ChatWidgetoneMemberships→Client Portal → Settings → Chat WidgetSelect PagesCommunitiesCoursesAffiliatesHome & Account settingsSave Settings
    Next stepUnder Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
    All 4 steps in this procedure
    1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
    2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal. this image
    3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
    4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.

  3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.

    Step 3 of 4: Under Select Pages, toggle visibility for Communities, Courses… What this shows Step 3 of 4: Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings. What this shows Shows what to choose for step 3 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". This animation accompanies step 3 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings. The next step is to validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page. Step 3 of 4Image 3 of 4 What to chooseUnder Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
    Buttons and menus referenced Select PagesCommunitiesCoursesAffiliatesHome & Account settingsSave SettingsMemberships→Client Portal → Settings → Chat WidgetSelect ChatWidgetone
    Next stepValidate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.
    All 4 steps in this procedure
    1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
    2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
    3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings. this image
    4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.
  4. Validate in the portal:
    Step 4 of 4: Validate in the portal: Tip: To change the widget’s look or channels… What this shows Step 4 of 4: Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites →… What this shows Shows what this covers for step 4 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". This screenshot accompanies step 4 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page. Step 4 of 4Image 4 of 4 What this coversValidate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.
    Buttons and menus referenced Sites → Chat WidgetMemberships→Client Portal → Settings → Chat WidgetSelect ChatWidgetoneSelect PagesCommunitiesCoursesAffiliatesHome & Account settings
    All 4 steps in this procedure
    1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
    2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
    3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
    4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page. this image
     
    Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.

Child App–Specific Widget Visibility

Visibility controls tailor your support strategy by audience and context. Turn the widget on for the apps where live help drives outcomes, and keep it off where it’s not needed.

  • Toggle visibility independently for Communities, Courses, and Affiliates.

  • Use different combinations (e.g., on for Courses + Affiliates, off for Communities).

  • Changes take effect after saving; refresh your portal page to validate.

Prerequisites & Permissions

Confirm these basics before setup to avoid “widget not showing” scenarios later.

Limitations & Requirements

  • Single widget in the Client Portal: You can select only one Chat Widget for the Client Portal.

  • Per–child app visibility only: You can show/hide the widget per child app, but you cannot assign multiple different widgets to different child apps.

  • Widget content is global: The selected widget’s configuration (branding, greeting, channels) applies wherever it appears in the portal.

  • Website vs. Client Portal: Multi-widget setups for websites/funnels do not apply inside the Client Portal.

Frequently Asked Questions

Q: Can I assign different widgets to different child apps?
Not at this time. The Client Portal supports a single widget selection with per-child app visibility.

Q: Do I need to paste any code to use the widget in the Client Portal?
No. Selection happens in Client Portal → Settings → Chat Widget. No embed code is required for the portal.

Q: Will the widget appear on every page inside a child app?
It appears in supported views of that child app. If you don’t see it, refresh and confirm the child app toggle is enabled.

Q: Can I still use multiple widgets on my public website or funnels?
Yes, multi-widget setups apply to websites/funnels. They do not apply inside the Client Portal.

Q: How do I change the widget’s greeting, color, or channels?
Edit the selected widget in Sites → Chat Widget. The updates carry into the Client Portal after you save and refresh.

Q: Does WhatsApp require extra setup?
Yes. You need a properly configured WhatsApp number before enabling that channel in your widget.

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