Customize client portal
in progress
F
Francois Meler
can we get a REAL client portal to share KPI's and progress with our agency clients, instead of a "forum" style "client portal. thank you.
L
Laura Pynson
I can't use it if I can't change the language!
B
Bob Turner
Would love the ability to add custom buttons with external links too
A
Ali Pirani
would be good if we could allow client portal users to see their histories with the company such as records, appointment history etc. This could work for doctors offices, repair shops, service providers etc.
J
Joe Elliott
Would really love the ability to create the design of the portal to fit the funnels I build, could we have the funnel page builder for this and for courses and lessons too
R
Rebekah Richards
Agree this should be customizable. For example we have kids accessing our membership and don't want the 'New User? Sign Up' option
Y
Yanick Webster
I would also like to expand the Client Portal to be able to include Notes &/or uploaded documents from either me or them.
C
Chris Bigelow
I would love to see billing and payments for the client portal, so customers can pay invoices due and edit their credit card on file in the client portal, as well as what is planned. Having billing, payments, subscriptions, and invoices (as well as billing profile, address, credit card on file, etc.) inside the client portal would be a game changer. Please, please, please add this as part of this update!
L
Laura Pynson
yes yes yes!
M
Mike Burns
A Weekly Digest sent out to all users from the community to create more reminders and engagement,
M
Mike Burns
Please make the Ability to customize "community, learning, people" to admins own choice of label language inside of communities. Also an About page within the community section so people can watch a VSL about the community, features and more...Like Skool has, would be great.
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