Client Portal

Agencies need a unified portal where clients can: Select and customize service bundles (e.g., number of weekly posts, platforms, ad spend), with real-time pricing updates. Subscribe to services with self‑serve upgrades, downgrades, pauses, or cancellation. Handle billing, onboarding, project tracking, all within a single, branded dashboard. Essential Components: Dynamic Order Form Builder Multi-step or single-page order forms with conditional logic and add-ons—similar to https://spp.co ’s capabilities Subscription Management Clients should be able to manage subscriptions, upgrade/downgrade plans, cancel, pause, or view billing history. GoHighLevel already started this with their existing Subscription Management feature , but it lacks modular service selection. Branded & Whitelabeled Portal Fully customizable portal (domain, logo, brand colors, CSS), like https://spp.co , to convey agency identity. Integrated Onboarding & Project Management Based on choices made during order entry, trigger onboarding forms and generate project tasks with due‑dates, assignments, and deliverable tracking—all inside the same portal. 🎯 Benefits for Agencies & Clients Simplifies sales: Productized offers with transparent pricing reduce friction and close deals faster. Automates billing & retention: Recurring client subscriptions with self-service options improve cash flow and reduce churn. Enhances client experience: One clean, responsive interface where clients can manage every step—from sign‑up to delivery—boosts satisfaction and loyalty. exemples attached

Portal home page is blank, would be nice to have /account page be a home page option on the client portal.

It would be extremely helpful to support SCORM file imports into the GoKollab e-learning/training section. SCORM is a widely used global standard in online education, compatible with major authoring tools like Articulate, iSpring, Adobe Captivate, etc. This would allow users to: import interactive training modules they’ve already created, track learner progress and results, and deliver a richer, more professional learning experience. It would be a major benefit for trainers who already use SCORM content and want to integrate it seamlessly without recreating everything from scratch.

My client suggested adding upcoming appointments to the client portal so the client can see all details pertaining to them.

Currently when someone tries to access a course they don't have access to, the message displayed is "You haven't receive access to this course yet." but the grammatically correct statement would be "You haven't received access to this course yet." For polish and professionalism, we have received requests for this to be changed to be grammatically correct.

Any configurable setting should be accessible via a merge field, and that includes the URL for the client portal login page. It's a quick, very simple enhancement, so please add a merge field for this value. Perhaps: {{account.client_portal_url}}

Please allow us to create order forms that are FULLY customizable in other languages... Even selecting another language, the client portal does NOT translate.... and all course buttons and stuff are in english... How you guys don't allow already to have multi language checkouts ?? So simple.

Would love for clients to be able to keep track of the documents they have submitted via forms or email into their portal automatically

Would love for a new client to be onboarded and have access to the forms they need to fill out right in their portal.

Users should have the ability to register on the branded client portal app rather than go through the website