Client Portal
The Client Portal is a centralized, customer-facing hub where clients can manage and engage with all aspects of their relationship with your business. From the Client Portal, customers can access their membership courses, participate in community groups, review their interactions, and track affiliate commissions and payouts.
12 articles
Smart Push Notification Workflow Action (Client Portal)The Smart Push Notification workflow action lets you send personalized push notifications to registered Client Portal users, with optional redirection to Communities or Courses.
Add Chat Widget to Client PortalLearn how to add a single chat widget to your Kyrios Client Portal and control where it appears across communities, courses, affiliates, and account pages.
Client Portal – Subscription ManagementThe Client Portal Subscription Management page lets users view, cancel, and manage subscriptions, invoices, and payment methods from a single location.
How to See Affiliate Stats in the Client PortalThis article explains how affiliates access the Client Portal and view their affiliate links, leads, customers, commissions, and payout information.
Client Portal Branded Mobile App: Customizing Your App's BrandingThis article explains how to subscribe to, configure, brand, submit, and track the status of your Client Portal Branded Mobile App in Kyrios.
Client Portal Branded Mobile AppThe Client Portal Branded Mobile App allows you to brand a mobile app for your clients, manage contracts, and provide a streamlined client experience from a centralized dashboard.
Manage App Permissions in the Client PortalThis article explains how to enable or disable apps in the Client Portal, set a default landing page, and manage email notifications and templates.
How to Manage Users in the Client PortalThis guide explains how to invite users, generate Magic Links, send login emails, and manage access for users in the Client Portal.
Client Portal Overview & CapabilitiesThe Client Portal is a secure, client-facing interface that allows contacts to access key services, documents, and interactions for their account in one centralized place.
Setting Up & Branding the Client PortalThis article explains how to configure your Client Portal domain and apply branding so clients access a fully customized, branded portal experience.
Inviting Clients & Using Magic LinksThis article explains how to give clients access to the Client Portal using invitations, login emails, and Magic Links.
Automating Client Portal Access & NotificationsThis article explains how to automate Client Portal access and control client-facing email notifications using workflows, email templates, and notification settings.