Your client portal is a simple, branded space where your clients log in and find everything they've purchased from you. Courses, communities, invoices, contracts, files and appointments all sit together under one login, with one easy menu.
It's the place your clients come back to again and again, so it's well worth making it feel like yours!
Step 1: Find your Client Portal settings
In FEA Create, go to Create Your Offer in the main menu.
Click on Client Portal.
Click on the Settings tab at the top of the page.
This is where you can customise how your client portal looks and works.
Step 2: Customise your branding and settings
In the Settings tab, you can:
Add your branding. Upload your logo, choose your brand colour and add a portal image for your login page.
Set a custom domain. Link your portal to a branded web address like portal.yourwebsite.com. This is optional.
Set the language. Choose the default language for your portal.
Manage email notifications. Decide which login emails and updates your clients receive.
Choose which apps your clients see. Turn Courses, Communities, Appointments, Billing and more on or off.
When you're done, click Save.
Step 3: See what your clients see
When your clients log in, they land on their personal dashboard. From here they can see:
Courses in progress and a Continue Watching section so they can pick up right where they left off
Pinned communities and the latest community activity
Billing items like invoices and subscriptions
Shared files you've sent them
The menu on the left takes them to each area of the portal:
Courses. Every course they're enrolled in.
Communities. Any community groups they've joined. They can move between a community and a course and carry on from the lesson they were watching.
Appointments. Book, reschedule or cancel calls with you, if you've turned this on.
Billing. Invoices, payments and subscriptions.
Files. Documents you've shared with them, and files they've uploaded for you.
Contracts. Any signed or pending documents.
Step 4: How clients update their details
Your clients can manage their own account inside the portal:
Click on their profile picture or initials.
Select Profile settings.
From here, they can update their name and details, change their password and manage any active subscriptions.
If a client needs the email they log in with changed, you can do this for them from their contact record.
Your client portal gives your customers one beautiful, organised home for everything they've bought from you. It makes their experience smooth and professional every single time they log in.
If you still see the old layout please email us at [email protected] and we'll get this sorted for you.