Membership Portal
upcoming
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Eric Fitzgerald
This request is to add the functionality where Members can login and edit their Member Account/Profile (Membership Portal)This will provide members access to update account/profile information such as : Billing Contact (email, phone, address)Custom fieldsRight now there is no way for a member to update this information on their own or allow them cancel their membership payments. This will cause a big headache to have to do this manually for each member.
MEMBER-I-55
Log In
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Sales & Marketing
Merged in a post:
Allow Members To Edit Their Contact/Profile
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Eric Fitzgerald
Members in the Membership portal are created as Contacts. It would be great if the Members have the ability to login and update/modify their profile information "Contact Information".This would mean linking the login access to Contacts after they become a Member.I want Members to have the ability to fill out & update Custom Fields in their profile.
MEMBER-I-51
S
Sales & Marketing
Merged in a post:
Contacts and Client Portal Integratioon
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RevEx Group
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Ellie Swoboda
Users need to be able to see data on who they've invited clearly and manage users easily in the database for the client portal. Besides seeing who they've invited, they need to see who hasn't accepted that and easily manage invites or resends in one space. Is this a planned feature and if so, what is the timeline?
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WiL Laxa
Would love to have it easier for people to find their membership account information after logging in. I love the subscription system but I don't want the first page that I see after logging into the portal to be courses. I don't have/sell courses.
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Adriana Martinez
This is exactly what I'm looking for! Our clients need to be able to cancel/update their billing info, subscriptions, see which memberships they're a part of and more. Similar to how Dubsado has a full dashboard/client portal for every customer - that would be ideal! That way, they could see everything they've been a part of with our business.
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Jason P Ribble
We need a portal for our users to be able to cancel their membership. This is very important
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Mark Hoffman
connecting client portal accounts to sub accounts would be great. i currently invoice clients for my services through the client portal, but also somethings like hosting / listings they pay for through the sub account.
this means my clients have to deal with billing with two different logins. very annoying. please allow us to link a portal account to a sub account so we can consolidate billing / logins.
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Anoob Chandran
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Keith Besherse
They need to be able to see what courses and channels they are in with links to all their posts and comments.
With the ability to opt-out of groups/communities & channels.
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Grace
please enable Mobile commenting
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