How Your Clients Can Use the Client Portal
What is the Client Portal?
The Client Portal is a dedicated, secure area where your clients can interact with your business and access their specific services. It consolidates various tools and information into a single, easy-to-navigate hub, providing a modern and personalized experience for your customers.
How Clients Can Use the Portal
Clients use the portal to manage their relationship with your business. Key activities include accessing membership courses, participating in community groups, tracking and managing affiliate commissions and payouts, and viewing a history of their engagements. To begin using these features, clients must first sign up and log in.
Sign-Up Process
Not all clients need to complete a new sign-up. If a client already has access to a service like a membership course, they can log into the Client Portal directly using those existing credentials, bypassing a separate registration.
For clients who do need to register, the process involves a few key steps:
- Account Creation: The client provides their full name, email address, and chooses a password.
- Email Verification: After submitting their details, the system sends a verification code to the email address provided. This code is valid for a limited time, typically 15 minutes. Clients should check their inbox, including spam or junk folders, for this code.
- Account Verification: The client enters the verification code on the portal website to confirm their email address and activate their account. Once verified, they can log in with the password they created.
Important Note on Account Creation: Whether a client can create multiple portal accounts with the same email address depends on your CRM's settings regarding duplicate contacts. If your system prevents duplicates, the client will be unable to register more than once with the same email.
Logging In
Clients have two primary methods to access their portal account:
- Password Login: Using the password they set during registration.
- Email Verification Login: Requesting a secure, one-time code sent to their registered email address. They enter this code on the login page to gain access.
If multiple portal accounts are associated with a single email address, the system will present a list of those accounts at login. The client must select the specific account they wish to access to ensure they see the correct information.
The Portal Experience
For the best experience, clients should complete their user profile within the portal by providing details like their contact information. This helps personalize their interaction and ensures smooth operation across the different services, or "child apps," like memberships or communities.
Once their profile is set up and they have access to specific services, clients can seamlessly switch between those different areas from within the main Client Portal interface.
Frequently Asked Questions
Can a client with multiple accounts switch between them?
Yes. If a single email address is linked to multiple portal accounts, the client will see a list of those accounts during login and can select which one to access.
Is it necessary for clients to complete their profile details?
Yes. Completing their profile information is required to ensure a customized experience and proper functionality across all the services available to them in the portal.
Can clients switch between different services like courses or communities?
Yes. After gaining access, clients can navigate directly between available services like membership courses, community groups, and affiliate managers from within the Client Portal.
What if a client forgets their password?
Clients can use the "Email Verification" login method, which sends a secure code to their email, allowing them to access their account without a password.