Who This Is For / When to Use
Account owners evaluating or enabling the Client Portal
Teams onboarding clients to a shared workspace
Support teams explaining what clients can access after login
What Is the Client Portal
The Client Portal is a branded web and mobile experience where clients and leads can log in to interact with your account. Clients access content and actions that you choose to enable, without needing internal system access.
Clients can return at any time to view updates, documents, and progress related to their account.
Client Portal Home (Web)
After logging in on web, clients land on a personalized dashboard showing their most relevant activity.
Common elements include:
Recently opened groups or content
Course progress
Recent invoices and estimates
Contracts requiring review or signature
Client Portal Home (Mobile App)
Clients can also access the Client Portal through the mobile app. The mobile experience mirrors the web dashboard while optimizing layout for smaller screens.
Mobile access allows clients to:
Open groups and courses
Review contracts and invoices
Track progress on the go
App Launcher and Available Sections
The app launcher displays the applications enabled for the Client Portal. Only apps you allow are visible to clients.
Depending on configuration, clients may see:
Communities
Courses
Affiliates
Unavailable apps remain hidden, even if the client has access elsewhere.
Contracts and Documents
Clients can view, download, and sign contracts directly from their portal dashboard.
Contract features include:
Viewing pending and completed contracts
One-click digital signing
Downloading signed copies
Invoices and Estimates
The Client Portal provides a single location for financial documents.
Clients can:
View invoices and payment status
Download invoices
View and download estimates
Access to estimates depends on app permissions set by the account owner.
Courses and Progress Tracking
If courses are enabled, clients can enroll and track progress directly inside the Client Portal.
The dashboard shows:
Active courses
Completion percentage
Quick links to resume learning
Key Benefits
Centralized access to all client-facing services
Reduced support requests through self-service access
Consistent branded experience
Secure separation between internal tools and client access
What This Article Does Not Cover
This article does not explain:
Domain setup or branding configuration
Inviting clients or generating Magic Links
Email notifications or workflow automation
Those topics are covered in dedicated articles.
FAQ
What can clients access in the Client Portal?
Clients can access only the apps and features you enable, such as courses, communities, affiliates, invoices, estimates, and contracts.
Is the Client Portal available on mobile?
Yes. Clients can access the Client Portal through the mobile app with a dashboard experience optimized for mobile devices.
Can clients see internal data or admin tools?
No. The Client Portal is a client-only interface. Internal tools and administrative features are not accessible to clients.