Customize client portal
in progress
A
Alyssa Rispoli
Please allow the option to customize the client portal. Turn on or off the affiliate option, maybe we do not have an affiliate plan and want to remove that from our client portal. Also allow custom CSS so we can customize our client portal.
Log In
J
Joshua Zhang
Shreyas Birajdar
Client portal should include everything related to client!
- Appointments booked
- Purchases made
- Custom page showing CRM variables (e.g credits or loyalty points statuses)
- besides the usual courses, community, affiliates etc...
R
Rafael Carrascal
It would be incredible to do this, I tried to customize my portal, but the most I could do was change the color and font of the sidebar, I found several external tools, but the best one for me was “Pimp My HP”. It allows you to do a lot of things, change the icons, including the name of the options in the side menu, such as changing from “Opportunities” to “CRM” if you want to, you can also block options, for example, if one of your SaaS plans does not offer websites you can make it appear blocked and that when the user clicks a pop up will jump telling you to unlock the option you must upgrade or things like that, another one called GHL Plugging that allows you to create pop ups when the user enters so as to give them a tour of the platform and also become familiar with the popularity that ghl is acquiring with all the dashboards, increasing personalization almost as if it were Canva would be great
C
Chris Bigelow
It would be really cool to be able to put popups with videos in the client portal that are explainer videos that can be closed once watched and not shown again.
R
Robert Diaz
Ideally we should be able to customize this the same way we do on the dashboards. A drag and drop builder with existing widgets. Also please add appointments widget and an HTML block widget. This should have its own css/js section for further customization.
J
Jesus Covarrubias
Robert Diaz THIS NEEDS UPVOTES!! Being able to have conversations history within the client portal, FAQ or Resource directory, and have that full customization would take this portal to the next level. I am currently having to use a 3rd party for this reason
R
Rohan Williams
Having ultimate control on being able to turn features on or off would be amazing.
For example the events system does not work well for when trying to sell a limited amount of tickets. We have to divert people away to order tickets.
The events and register feature needs more flexible options, that we can control for web and app
R
Rohan Williams
Looks great and so happy to hear this update is in progress.
I’d love to know if this update will also link to the branded app versions. Ie the customisation on desktop is also present on app.
M
Marsha Sweet
Please allow the labels (course, lessons, etc.) in the client portal products to be customized. Not everything is suitable to be labeled a course or lesson.
I
Iver Aune
It would be so nice to have this per contact level. Kinda like the DND feature, a checkbox for each client portal channel. Workflow actions would also be nice!
S
Shawn P. Creighton
Can we also add shops into the portal?
G
Grace
Customer suggest if we can we edit the Welcome message in Home page and add more characters to the Branding > Portal Name
Load More
→