Client Portal
Comprehensive Client Portal for Enhanced Engagement and Access
The Client Portal provides customers with easy access to their interactions, commissions, and memberships.
What is a Client Portal?
The Client Portal is a centralized platform for customers to access and engage with your business. It offers a personalized experience, providing insights into all past and present interactions, managing affiliate commissions, accessing membership courses, and joining community groups, all in one place.
Here's How It Works...
Client Portal Dashboard Overview
The Client Portal dashboard provides insights into users invited and joined, with tools for easy user management. Generate magic links, invite users, or send login information via email, all from one central location.
Account Creation & CRM Management
Clients can register multiple times with the same email if duplicate contacts are allowed by your CRM settings. If not, clients are limited to one account per email address, ensuring clean data management and no confusion.
Simple Registration & Account Verification
Clients register for the Client Portal with their name, email, and password. A verification code is sent via email to secure their account, which must be authenticated to complete the process and log in.
Flexible Login Options for Clients
Clients can log in using a password or email verification code. If multiple accounts are linked to one email, the system prompts the user to select the correct account, ensuring easy and secure access.
The Client Portal Experience
Clients can interact with your business through various apps, like memberships and community groups, all within the Client Portal. Complete profiles are essential for a personalized experience, with smooth navigation using the app switcher for seamless transitions between apps.
Effortless Client Portal Access Management
Manage client access with ease through three simple actions: generate magic links for instant logins, send invitations to new or existing users, or dispatch login emails with a quick access button—ensuring a seamless experience for your clients.
Streamlined Subscription Management
Effortlessly manage all your subscriptions, invoices, and transactions from a single location. Easily cancel subscriptions, view and download invoices, and use advanced filtering options for a clear overview of your billing history. The unified control panel simplifies all aspects of subscription management with just a few clicks.
Effortless App Switching for Leads and Clients
Once profiles are complete and access is granted, leads and clients can easily switch between child apps using the app switcher in the top right corner. A dropdown menu appears for quick navigation to any accessible app with just one click.
How Affiliates Can Access and Manage Their Stats on the Client Portal
Affiliates can use the Client Portal to manage and track their performance through a unified dashboard. Key features include:
- Dashboard Screen: View affiliate links, leads, customers, and payment details.
- Leads/Customers Screen: Analyze the details of leads and customers from affiliate links.
- Commission Screen: Track earnings, payout status, and commission details.
This centralized platform helps affiliates optimize their performance and manage their activities effectively.
Everything you need to start, build, and grow your business in one place
Sales Funnels
Turn your online visitors into paying customers
Analytics
Access comprehensive data crucial for scaling your business
Products & Payments
Create and sell products. Invoice and collect payments
Affiliate Management
Effortlessly manage your affiliate program for optimum success
Social Media Marketing
Streamline your social media presence effortlessly
Customer Management
Manage all your customers and keep track of conversations
Websites
Create beautiful websites without knowing code
Blogs
Establish yourself as an industry expert with Blogs
Landing Pages
Craft landing pages for your website or funnels with ease
Membership Sites
Create exclusive experiences with membership sites.
Reputation Management
Safeguard and enhance your online reputation effortlessly.
Documents & Contracts
Upload documents and create signed contracts
Email Marketing
Connect and engage with your audience on their preferred platforms
Online Courses
Create online courses to generate recurring income
Workflow
Build potent workflows for automating your marketing strategies.
Communities
Establish and manage a vibrant community using Marketomation
Text Message Marketing
Maximize engagement with powerful text message marketing
Client Portal
Let your customers sign into a portal to access their courses, communities, and invoices
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