Secure Client Portal
A
Anterio Jackson
Client’s unique data is dynamically merged into their assigned Custom Dashboard.
Each client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo. Be able to streamline interaction with your clients.
Fully customized to fit the unique needs of your organization
Be able to live chat with client inside of the portal and receive notifications when a message is in their portal and vice versa.
Each Client will have access to only the pages, information and files you designate for them.
Upload files and documents for Clients to view and download
Create a complete “website-like” structure for your clients.
Clients can View and Pay Invoices online without having to be logged in
Pre-Built Dashboards and Pages get you going quickly.
Dynamic Data Placeholders show the currently logged-in Client’s data.
Set the “Start Page” for a Client to see directly after logging in.
Everything is fully responsive for mobile devices (tablets & phones)
You can use iFrames, YouTube, Vimeo or any embeddable widget.
Easily Build custom dashboards using Dynamic Placeholder Links
Dashboard Links automatically adapt depending on which Client is logged into the platform and viewing the Page.
Direct your Clients exactly where you want them to go.
Completely control what your Prospects/Clients can see and do.
You can easily hide any part of the platform that you’re not yet using so that Prospects/Client won’t see.
The Announcements' widget lets you offer a custom Welcome Message
Use our “Translations” feature if you want to modify menus/labels
Be able to go in and impersonate the client to see what they see.
You can require payment to register and enter your Portal.
Set up a one-time payment OR a recurring subscription payment
Works with all available payment gateways (no recurring subscription payments are possible via PayPal).
Use Dynamic Title placeholders to help identify payments
Portal access is blocked until payment is submitted and verified.
Create complex layouts and style content with little technical knowledge
Drag & drop content blocks containing text, photos, videos, charts, etc.
Insert Dynamic Data using placeholders or setting Custom Fields within the Block
Content can be made fully responsive, so it displays nicely on all types of devices.
Built-in Snippets and Template Library will be continually updated with fresh pre-built layouts & blocks.
Kickoff Forms are dynamic and let you kick off a funnel or process for your Clients.
Update Forms let you update existing Contacts or let your Clients add more info to their profiles.
General Forms give you even more flexibility and can be used inside or outside the platform.
Trigger Automations & Integrations automatically upon completion of a Form
Customize your Client’s experience with your own logo and colors
Customize all email notifications sent to your Clients and Staff
Client portal with your own custom URL
Completely customize the Login Screen with your own logo and colors
“Magic Link”
Your Clients don’t ever need to remember their password
Clients just enter their email address and receive a link via email.
Simply clicking the link sent via email INSTANTLY logs them in.
Gain access to pre-built Portal Pages, Documents, Proposals, and Email Marketing emails.
With new releases from the community, there will always be fresh ideas to choose from.
Preview of the Template, then download it directly to your platform.
Create your own Templates and share them with the Community
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C
Clifford Paulick
R
Ryan Mitchell
I 100% agree and would use this!
I work with smaller Accountants and Financial planners and the ability to onboard them smoothly is a big thing. I'm currently using CoPilot (https://www.copilot.com. Tatyana's Bloom.io looks awesome too!
I think there is a lot of functionality already built into HighLevel that could be incorporated such as the unified inbox, forms and calendars.
But having the client log in somewhere, check what tasks they have, upload docs would be fantastic!
And to further extend this - is we set the customer up on a sub account for better business visibilty and operations, they would also need the same system to manage their customers.
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Adam Haworth
This would be great. Something like https://spp.co/ would make so much sense for GHL.
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Chris Forsey
Need to have uploaded documents encrypted in transit and at rest
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Gardiner Welch
something like project.co would be great for video focussed agencies
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Sheikh Mishu
This would be a great great addition to the system, everyone now a days wants login to something and see their data etc. We actually had couple of clients asked for this capabilities.
T
Ted Williamson
YESSSSS!!!! We already use a portal for client communication and client work management, so being able to add that to this portal, or this portal to ours would be great instead of giving another portal to clients to use. Billing and ability to pay invoices would be amazing. As well as sign contracts and edit info in forms.
J
Jeff Liesener
Great post 100%. This would be a huge request for us as well. It looks like they made some attempts for some of these pieces with the Client Portal in Sites. For us, even if they added the ability to upload files or zoom calls to the client portal it would help a ton.
At least then we can upload customized content to our clients portal which is at least a start to all the great features listed above.
T
Tatyana Gomez
EXAMPLE: BLOOM.IO
they have a "projects" section
each client is considered a workflow so a little weird there compared to how to name things but
WHEN YOU CLICK ON THE CLIENT 🤤 woooow
T
Tatyana Gomez
Sales & Marketing
D
Donnel Alpha Lim Luczon
We should also be able to populate iframe and code with custom values to maximize the dynamic options we can build for clients.
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