Who This Is For / When to Use
Account owners enabling affiliate visibility
Affiliates reviewing their performance and earnings
Support teams answering “where can I see my affiliate stats?” questions
What Is the Client Portal?
The Client Portal (MyPortal) is a secure, self-service interface where customers and affiliates can access information related to your business.
For affiliates, the Client Portal provides visibility into:
Affiliate links
Leads and customers
Commissions and payout status
Campaign performance
How Affiliates Get Access to the Client Portal
Step 1: Add Affiliate to an Active Campaign
As an account owner:
Go to Marketing → Affiliate Manager
Add the affiliate to an active campaign
Once added, the affiliate automatically receives an email invitation.
Step 2: Affiliate Receives Invitation Email
The invitation email includes:
Campaign confirmation
Affiliate tracking link
Client Portal login URL
Registered email address
Step 3: Affiliate Sign-Up
Affiliate clicks the link in the email
Completes the sign-up flow
Sets login credentials or uses a one-time password
If the email is not received:
Check spam or junk folders
Confirm the campaign is active
Verify the affiliate email address
Step 4: Affiliate Login
After sign-up, affiliates log in to the Client Portal using:
Email and password, or
One-time password (OTP)
How Affiliates Access the Affiliate Dashboard
After login:
Affiliates land on the Affiliate Dashboard by default
If the dashboard is not visible:
Click the 9-dot menu in the top-right corner
Select Affiliates
Affiliate Dashboard Overview
The Affiliate Dashboard shows high-level performance metrics, including:
Leads
Customers
Cancelled customers
Amount paid
Amount owed
Total revenue generated
Affiliates can also view:
Campaign-level affiliate links
Commission totals per campaign
Viewing Leads and Customers
Leads/Customers Screen
Affiliates can switch to the Leads/Customers tab to see:
Customer name and email
Plan or product purchased
Lead or customer status
Revenue generated
Commission earned
Join date
This helps affiliates understand which referrals converted and which did not.
Viewing Commissions and Payout Status
Commissions Screen
On the Commissions tab, affiliates can view:
Individual commission entries
Commission amount and percentage
Commission status (Pending, Denied, Approved)
Purchase date
Expected payout date
Important
Commission amounts shown are calculated values
Actual payouts are managed manually by the account owner
Refunds or payout delays may affect cash flow timing
What Affiliates Can See vs What They Cannot
Affiliates Can See
Their affiliate links
Leads, customers, and cancellations
Commission calculations
Paid vs owed amounts
Revenue they generated
Affiliates Cannot
Edit campaigns
Change commission rules
Trigger payouts
See internal admin settings
Inactive Campaign Visibility
Affiliates added to inactive campaigns can still view historical stats
Affiliate links for inactive campaigns are disabled
Stats remain visible for performance analysis
Common Use Cases for Affiliate Stats
Tracking campaign performance
Identifying high-converting channels
Reviewing commission history
Planning future promotions
Discussing performance with the account owner
Data Accuracy Note
Affiliate stats reflect the data recorded in the system.
Ensure:
Stripe sales are completed successfully
Campaigns are correctly configured
Affiliate links are used for attribution
FAQ
Where can affiliates see their performance statistics?
Affiliates can view performance metrics on the Dashboard screen in the Client Portal.
Where can affiliates see commission and payout details?
Commission and payout information is available on the Commissions tab.
Can affiliates see individual leads and customers?
Yes. Lead and customer details are available on the Leads/Customers tab.
What happens if an affiliate is part of an inactive campaign?
They can still view stats, but their affiliate link is disabled until the campaign is active.
Can affiliates see why a customer canceled?
No. The Client Portal shows canceled counts but not cancellation reasons.
How often are affiliate stats updated?
Affiliate stats update in near real time based on recorded activity.