Help Center

What Is the Client Portal?

The Client Portal is a secure, centralized platform that enables your clients to interact with their accounts independently. Located on the clientclub.net subdomain, it provides a unified space where clients can access affiliate commissions, join community groups (coming soon), and enroll in membership courses. This portal enhances client autonomy while improving communication and engagement.

Key Benefits

Centralized Access: Clients can manage all interactions in one place, reducing the need for multiple platforms.
Brand Customization: Apply your logo, colors, and domain to maintain brand consistency.
Client Empowerment: Clients can independently track progress, view commissions, and access resources.
Streamlined Onboarding: Invite clients directly to the portal for a seamless onboarding experience.

How to Set Up Your Client Portal

Step 1: Access Portal Settings

Navigate to the CRM’s main dashboard and locate the Client Portal settings. This is typically found under account or branding configurations.

Step 2: Configure a Custom Domain (Optional)

To personalize the portal, set up a custom domain for each sub-account. This reinforces brand identity and increases credibility. Enter your preferred domain in the provided field and follow the verification steps.

Step 3: Customize Branding

Upload your logo, set a favicon, and choose a color scheme that aligns with your brand. These elements will appear throughout the client portal interface.

Step 4: Set a Default Language (Optional)

If you serve clients in multiple regions, select a default language for the portal from the dropdown menu.

Step 5: Invite Clients

Invite clients by sharing the portal URL directly or through child apps. You can also send invitations via email from the CRM.

Enable Google Sign-In to allow clients to access the portal using their Google accounts. Toggle this option in the security or authentication settings.

Use Cases

E-Learning Platforms: Students access courses, track progress, and engage with peers.
SaaS Companies: Affiliates monitor referrals and commissions in one dashboard.
Marketing Agencies: Clients view campaign data and communicate securely.
E-Commerce: Loyal customers check rewards, exclusive offers, and event details.

By configuring the Client Portal, you provide a professional, self-service hub that enhances client satisfaction and retention.

Setting Up Your Client Portal