How to Use the Client Portal Preview Dashboard in Highlevel

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Maximizing client engagement and managing your online presence efficiently are key components of a successful digital strategy. Highlevel’s Client Portal offers a seamless way to manage your interactions, courses, affiliates, and communities all in one place. In this guide, we’ll walk you through the setup and features of Highlevel’s Client Portal, ensuring you get the most out of this powerful tool.

Getting Started with Highlevel’s Client Portal

Accessing the Client Portal

To begin, navigate to Sites and then click on Client Portal at the top of the page. Here, you can access the dashboard where all your activities are managed. Your login URL, created under the settings section, is crucial for client access. Ensure you’ve set up a CNAME record pointing to preview.clientclub.net.

Dashboard Overview

The dashboard is your command center. It features quick actions, allowing you to generate magic links, manage custom menus, and invite contacts to the client portal.

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Key Features and Functions

Magic links are unique URLs that provide direct access to specific sections of your client portal. You can generate a magic link for any contact stored in your database and send it via email, messenger, chat, or LinkedIn. This feature is perfect for providing easy access to your courses, affiliates, and communities.

Custom Menus

Creating custom menus helps tailor the client portal experience. You can add items such as courses, affiliates, and communities. For instance, if you want to provide access to a course but not to affiliates, you can generate a unique link for that specific course and share it with your client.

Inviting Contacts

Easily invite contacts to your client portal directly from your contacts list. Send an invite via email, and a magic link will be sent to the selected contact. This makes onboarding new clients or members a breeze.

App Permissions

Under the Settings tab, you can manage app permissions. Decide which features (communities, courses, and affiliates) are visible in your client portal. This customization ensures that only relevant features are accessible to your clients.

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Exploring the Client Portal

User Interface

Upon logging into the client portal, users will land on their profile page. The top right corner displays enabled features such as communities, courses, and affiliates. If you’re not utilizing a particular feature, simply uncheck it in settings to remove it from the client portal.

Profile Customization

Clients can customize their profile by adding a profile picture, cover photo, name, title, bio, location, and preferred time zone. This personalization enhances the user experience and provides a social media-like interface.

Account Settings

Users can change their password and add social media handles under the account settings. This ensures that their profiles are up-to-date and integrated with other social platforms.

Main Dashboard

The main dashboard showcases the user’s profile, including social media handles, profile picture, and description. It also displays the groups joined, courses completed, and total affiliate earnings. Users can join groups, take courses, and view detailed affiliate earnings from the right-hand sidebar.

Mobile-Friendly Interface

Highlevel’s Client Portal is optimized for mobile devices. Users can easily navigate between affiliates, courses, and communities using a slider at the top of the profile page. The mobile version includes quick links and insights, making it just as functional as the desktop version.

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Practical Use Cases

Course Management

If you offer online courses, Highlevel’s Client Portal allows you to manage and track course enrollments and completions. Generate magic links for course access and invite clients directly from your contacts.

Affiliate Tracking

Track affiliate earnings and manage your affiliate program efficiently. Affiliates can view their total earnings and other relevant data from their profile page.

Community Engagement

Build and manage a vibrant community. Users can join groups, participate in discussions, and stay connected with other members, fostering a sense of belonging and engagement.

Conclusion

Highlevel’s Client Portal is an invaluable tool for managing client interactions, courses, affiliates, and communities. By leveraging its features, you can enhance client engagement, streamline operations, and provide a seamless user experience. Start using Highlevel’s Client Portal today and transform your digital strategy.

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