Client Portal

Our newly updated client portal dashboard offers a detailed summary of user activities, including invitation statuses and new member sign-ups. It also provides the ability to perform specific tasks that optimize user access and participation. Comparison of Invited and Joined Users The distinction between invited and joined users is crucial: invited users refer to those who have received an invitation via the "Invite" action in the portal. In contrast, joined users are the ones who have successfully registered and accessed the portal. Using Magic Links for Seamless Access Magic links allow your contacts to enter the client portal without needing to log in manually. These links, perfect for sharing via email or messages, grant instant access to the portal. Note: Magic links are created individually for each contact. You can automate this within your email workflows by using custom values that populate the necessary information for generating the link. Inviting New Users to the Portal To invite someone to the client portal, select the "Invite" function. You can invite existing contacts or input new email addresses directly. These invitations are sent using your default domain, ensuring a seamless process for the recipient. Simplified Login Emails The "Login Email" feature automates the process of sending login credentials to your contacts. An embedded login button in the email makes it easy for clients to access the portal without manually entering a password.

Step 1: Access the Domain Setup in the Client Portal  Begin by navigating through the left-hand sidebar to the "Sites" tab, then select "Client Portal" and proceed to the "Domain Setup" section. Step 2: Set Your Custom Domain  Select the option to configure a custom domain and enter the domain name you want. Important Reminder: Before proceeding with A or CNAME record setup, ensure your domain registrar is pointing to the correct IP or server address. This step is critical for ensuring your domain connects properly. An A Record ties your domain to a specific server IP, while a CNAME Record directs your domain to another domain name. Adding DNS Records for Domain Configuration 1. Log in to your domain registrar and open the DNS settings. 2. Add a new record based on your requirement: For an A Record, use the IP: 162.159.140.166. For a CNAME Record, use clientportal.ludicrous.cloud as the target. 3. Save your settings. Procedures might differ slightly across registrars such as GoDaddy, NameCheap, Bluehost, HostGator, etc. Tip: Be sure to replace placeholders like "designated IP address" with your actual IP or server information. After configuring DNS records, allow up to 24-48 hours for full DNS propagation, depending on your ISP and TTL settings. Personalizing Your Client Portal Branding Once the domain setup is finalized, you can move on to customizing your Client Portal's branding. This will allow users to access your portal through a personalized URL. If you opt out of a custom domain, a default URL with your location ID as a prefix will be generated by clicking "Setup Domain." Customizing Portal Branding Options Step 1: Access the Branding Section  To start customizing, go to the "Client Portal" settings and click on "Branding." Step 2: Personalize the Portal's Visuals Portal Title: Enter the name you want to display on your portal. Portal Description: Write a brief description of your portal’s purpose that will be visible to clients. Select Brand Colors: Choose your primary and secondary colors for branding: Primary Color: This will apply to key elements like buttons and headers. Secondary Color: This color will complement your primary choice for a cohesive design. Add a Favicon: Upload a small icon for the browser tab, preferably 16x16 pixels in SVG, PNG, or JPG format. Portal Image: Upload a square image (up to 720x720 pixels) to represent your brand. Upload Your Logo: Add your logo (up to 200x200 pixels) to be displayed prominently on the portal. Support Email: Provide an email address for users to contact for assistance. Copyright Notice: Add a copyright statement such as "© 2023 Your Company Name" to protect your portal’s content. Step 3: Save Your Customizations  Once you’ve completed your changes, click "Save Settings" to apply them. If needed, use "Cancel" to discard any changes. Managing Application Permissions in the Client Portal You can control which apps are available in your portal by configuring permissions. To do this, head to "App Permissions" in the settings. Enable or Disable Applications: Check or uncheck the boxes next to each app to control visibility for users. Set the Default Landing Page: Select a default page from the dropdown menu that users will see first when they log in.

The Unified Notifications System in the Client Portal collects all notifications from the main portal and its linked child apps in one centralized location, the Notifications Tab. This helps users easily review and manage all their notifications within the app. Steps to Access Notifications: 1. Bell Icon Navigation: Click on the bell icon within the app to open the notifications section. 2. Centralized Notification Display: Notifications from both the main portal and any connected child apps (such as courses or community groups) will appear together in this tab. 3. View and Act on Notifications: Simply click on any listed notification to see further details or to perform relevant actions. 4. Email Alerts: Users will also receive email notifications for all in-app activities, including updates from community groups. Note: Notifications sent via the Client Portal, including those from communities, may incur additional charges.

CRM Memberships: Content Management and Delivery Summary The CRM's memberships feature focuses on offering structured content like courses and community groups. This system enables users to create, modify, and market educational or informational products, providing a full suite of tools for content delivery. Key Features Main Dashboard: The primary area for tracking opt-ins, active members, recent sales, and checkouts within a 30-day window. Course Management: This section allows users to create and organize courses, including defining modules, categories, and uploading multimedia like videos. Personalization Options: Courses can be edited to suit your brand, including updating details, thumbnails, and customizing the landing page for consistency with your business identity. Course Sales and Analytics: The CRM provides marketing and sales tracking tools, allowing you to promote courses and monitor performance through the built-in analytics. CRM Client Portal: Enhancing User Experience Summary The client portal offers a dedicated space where clients and potential leads can access their accounts, join community groups, track affiliate earnings, and enroll in membership courses. It serves as a unified point for client engagement and interactions. Key Features Access and Setup: Found under the "Sites" tab, the portal operates on a subdomain and is highly customizable, enabling adjustments to company name, colors, and other branding elements. User Functionality: Clients can access enrolled courses, participate in community forums, and view affiliate commissions through the portal. This central hub simplifies the client experience. Custom Branding: The portal’s design can be tailored to reflect your brand’s visual style, with options to modify logos, colors, and overall design elements. Using Memberships and Client Portals Together Different Objectives: While the memberships section focuses on creating and organizing content, the client portal centers on user access and interaction. Seamless Integration: The courses created in the membership area can be accessed by users via the client portal, creating a seamless experience for both content delivery and client engagement. Customization for Different Needs: The memberships feature allows you to design and structure courses, whereas the client portal ensures your clients have an engaging, branded interface to interact with. Common Issues and Solutions Is it possible to personalize the portal for each client? General customization of the portal is possible, but individualized customization is limited to the courses and resources each client is entitled to. What should I check if clients can't access their courses? Make sure that they are correctly enrolled in the course and review any restrictions or settings that might be preventing access.

Welcome to the Client Portal, your personalized space to interact with our business. This guide will walk you through the steps of using the portal, helping you take full advantage of its features. Understanding the Client Portal The Client Portal is your central platform for engaging with our business. It allows you to review past interactions, monitor affiliate commissions, access membership courses, and more, offering a seamless and enriched customer experience. Signing Up for the Client Portal If you can't access specific parts of the portal, you may need to sign up. However, if you’ve already used our other apps, you can use your existing credentials to log in. Creating Your Account You can sign up multiple times with the same email if permitted by our settings. Otherwise, the system will prevent multiple registrations with the same email to maintain data integrity. Registration Process Provide your full name, email, and create a password to register for the Client Portal. Check your email for a verification code, which will expire after 15 minutes. Account Verification Enter the verification code sent to your email to authenticate your account. Once verified, you can log in using your selected password. Logging In to the Client Portal You can log in using your password or opt for email verification, where a secure code is sent to your registered email. If you have multiple accounts tied to the same email, the system will guide you to select the correct one. Exploring the Client Portal Features Once logged in, you’ll have access to a wide range of features. From membership courses to community groups, the Client Portal provides a comprehensive suite of tools to enhance your interaction with our business. Utilizing the App Switcher for Seamless Navigation After completing your profile and gaining access to the various apps, you can seamlessly switch between them. The app switcher, located at the top right corner of the top bar, allows for effortless navigation. Simply click on the app switcher, and a drop-down menu will list all accessible apps. You can then navigate to your desired app with just one click. Completing Your Profile Details For a personalized experience across all apps, it’s important to complete your profile details. This includes providing your name, email address, contact details, and preferences. Important Tips for Using the Client Portal Stay updated with new features and functionalities. Keep your profile information accurate and up-to-date. Utilize the app switcher for seamless navigation between different sections of the portal.