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
James P. Williams
I am testing this now and it says you can include contracts and other things. I do think the file upload section needs to be able to create folders and bulk delete and bulk download. These are important! Thanks!
J
Jacob Radcliffe
Allow the option that renames the affilaite manager in main GHL UI to carry over into the client portal.
J
Jacob Radcliffe
CSS/JS only worked on login page...
A
Alex Nedelea
This is 2025 Q4, come on guys... how is this not done yet?
A
Alex Nedelea
It needs to have access to opportunities and be able to access the real CRM behind so we can leverage so much more on why we use this software.
R
Richard Andrew
Ability to customise the left menu listing entirely and add menu optins and page links/iframes as required.
A
Alex Nedelea
Richard Andrew Yes!
S
Seans VA Assistance
Can we have a situation whereby anytime a contact upload files through a survey/form automatically upload to their client portal so once they login to their portal, they can manage the files they uploaded from there?
T
Team Ivorey
Seans VA Assistance Is this same as this request? If so please upvote. Our members would use this feature too!
K
Keith Besherse
Team Ivorey, related. We want both. In the Core Platform we want the form submission saved as a document on the Contact record and accessible by Workflows. We also want the document available to the Contact in their Client Portal.
M
Mariah | FG Funnels Support Team
For CPD compliance, some of our users need a Privacy Policy link visible on the membership login portal page. It would be amazingly helpful for them, if there was a built-in option to add a privacy policy link at the bottom of the client portal login page.
K
Keith Besherse
Mariah | FG Funnels Support Team, what is CPD?
M
Matias Solar
This request has now been open for over two years, with more than 1,000 users having expressed interest in this feature.
Given the number of votes and the time that has passed, any update would be greatly appreciated by the community. Thank you in advance for your time and attention.
J
Jonathan Puu
2 years and we still here : ( All they keep saying is "soon" please lord let's get this done.
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...
A
Alex Nedelea
Joshua Zhang And opportunities
K
Keith Besherse
Alex Nedelea, I’m not sure about that… I’m thinking we don’t want the customer to see that we are thinking of them in a transactional way. We want them to access the things they have bought; but not in a way that looks like we are only trying to get another sale.
Load More
→