The Client Portal gives clients a secure place to access the information and services you choose to share with them. They do not get internal Kyrios system access. They only see the client-facing apps and items you enable.
Why this matters
Without a portal, clients ask you for everything:
“Can you resend that contract?”
“Where is my invoice?”
“How do I access the course?”
“Can you send the link again?”
That puts you back in the middle.
The Client Portal gives clients one place to log in, view updates, access documents, and manage parts of their relationship with your business.
What clients can access
Depending on your setup, clients may see:
contracts and documents
invoices and estimates
courses and course progress
communities
affiliate information
enabled client-facing apps
Only enabled apps are visible. Unavailable apps remain hidden.
What you will do
You will:
Open Client Portal settings
Set up the portal domain
Add branding
Invite clients
Use Magic Links when needed
Where to go
To set up the Client Portal:
Go to Sites
Select Client Portal
Open Settings
This is where domain and branding settings are managed.
Step 1 — Set up the Client Portal domain
The Client Portal needs a domain before branding can be applied.
You can use:
a Kyrios-provided subdomain ending in
.clientclub.netyour own custom domain
If using the default subdomain:
Open Domain Setup
Enter your desired subdomain
Click Update Domain
Copy the Client Portal URL when ready
If using a custom domain:
Open Domain Setup
Click Custom Domain
Enter your custom domain
Add the provided DNS record at your domain registrar
DNS verification can take a few minutes or up to 48 hours.
Step 2 — Add portal branding
Branding is locked until the domain is verified.
Once the domain is ready:
Open Client Portal Settings
Click Branding
Add or update:
Portal Name
Portal Description
Primary brand color
Secondary brand color
Logo
Portal image
Favicon
Click Save Settings
These changes apply to the client-facing portal experience.
Step 3 — Invite clients
To give a client access:
Go to Client Portal
Open Actions
Click Invite to Client Portal
Select an existing contact or enter an email address
Click Send Invite
The client receives an email with access instructions.
What happens next
Once the Client Portal is active:
clients can log in securely
they see only the apps and items you enable
documents, invoices, courses, communities, and affiliate information can live in one place
clients have fewer reasons to ask you to resend links or updates
Where to look
Manage the portal through:
Sites → Client Portal
Client Portal Settings
Client Portal Actions
Contact records
Helpful resources
What to ignore for now
You do not need to start with:
branded mobile app setup
advanced app permissions
affiliate reporting
automated portal notifications
custom portal workflows
Those can come later. Right now, the goal is give clients a secure place to access what they need.
That is how client access stops depending on you sending the same information over and over again.