Please watch the below videos BEFORE you set up your agency portal -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up a public portal for all clients to access. I explain how to customize the pre-made templates, upload files, and create an offer to grant them access to the portal. <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">TIMESTAMPS</h2>00:00:00 - Introduction to Agency Portal SetupCustomization options for clients, sharing resources, and creating a welcoming space. 00:04:10 - Adding Content and Document SharingInstructions on adding content and important documents to the portal, along with how to upload and share these resources with clients. 00:06:47 - Updating and Customizing the PortalGuidance on updating the portal with company name, logo, and description, as well as recommendations for choosing and customizing a theme for the agency portal. 00:10:02 - Creating Offers and Managing Client AccessSetting up offers that link clients to the agency portal and how to grant clients access to the newly created portal, including sending them login details. 00:15:29 - Member AnalyticsHow to view and analyze member engagement and access within the agency portal.

Learn how to create a public hub with resources that all clients in your agency/practice can access.

****Please watch the below videos BEFORE you set up your agency portal -****

* Step 1:[Client Portal Overview](https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e)
* Step 2:[Setting Up Welcome Emails for Your Offers](https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54)

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

In this video, I guide you through setting up a public portal for all clients to access. I explain how to customize the pre-made templates, upload files, and create an offer to grant them access to the portal.

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## ****TIMESTAMPS****

****00:00:00 - Introduction to Agency Portal Setup****

Customization options for clients, sharing resources, and creating a welcoming space.

****00:04:10 - Adding Content and Document Sharing****

Instructions on adding content and important documents to the portal, along with how to upload and share these resources with clients.

****00:06:47 - Updating and Customizing the Portal****

Guidance on updating the portal with company name, logo, and description, as well as recommendations for choosing and customizing a theme for the agency portal.

****00:10:02 - Creating Offers and Managing Client Access****

Setting up offers that link clients to the agency portal and how to grant clients access to the newly created portal, including sending them login details.

****00:15:29 - Member Analytics****

How to view and analyze member engagement and access within the agency portal.

Please watch the below videos BEFORE you set up your agency portal -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up a public portal for all clients to access. I explain how to customize the pre-made templates, upload files, and create an offer to grant them access to the portal. <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Setting Up The Public Hub for All Clients

Please watch the below videos BEFORE you set up your agency portal -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up a public portal for all clients to access. I explain how to customize the pre-made templates, upload files, and create an offer to grant them access to the portal. <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Please watch the below videos BEFORE you set up your agency portal -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up a public portal for all clients to access. I explain how to customize the pre-made templates, upload files, and create an offer to grant them access to the portal. TIMESTAMPS00:00:00 - Introduction to Agency Portal Setup00:04:10 - Adding Content and Document Sharing00:06:47 - Updating and Customizing the Portal00:10:02 - Creating Offers and Managing Client Access00:15:29 - Member Analytics <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Please watch the below videos BEFORE you set up your agency portal -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up a public portal for all clients to access. I explain how to customize the pre-made templates, upload files, and create an offer to grant them access to the portal. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">TIMESTAMPS</h2>00:00:00 - Introduction to Agency Portal SetupCustomization options for clients, sharing resources, and creating a welcoming space. 00:04:10 - Adding Content and Document SharingInstructions on adding content and important documents to the portal, along with how to upload and share these resources with clients. 00:06:47 - Updating and Customizing the PortalGuidance on updating the portal with company name, logo, and description, as well as recommendations for choosing and customizing a theme for the agency portal. 00:10:02 - Creating Offers and Managing Client AccessSetting up offers that link clients to the agency portal and how to grant clients access to the newly created portal, including sending them login details. 00:15:29 - Member AnalyticsHow to view and analyze member engagement and access within the agency portal. <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Please watch the below videos BEFORE you set up your agency portal -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up a public portal for all clients to access. I explain how to customize the pre-made templates, upload files, and create an offer to grant them access to the portal. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">TIMESTAMPS</h2>00:00:00 - Introduction to Agency Portal SetupCustomization options for clients, sharing resources, and creating a welcoming space. 00:04:10 - Adding Content and Document SharingInstructions on adding content and important documents to the portal, along with how to upload and share these resources with clients. 00:06:47 - Updating and Customizing the PortalGuidance on updating the portal with company name, logo, and description, as well as recommendations for choosing and customizing a theme for the agency portal. 00:10:02 - Creating Offers and Managing Client AccessSetting up offers that link clients to the agency portal and how to grant clients access to the newly created portal, including sending them login details. 00:15:29 - Member AnalyticsHow to view and analyze member engagement and access within the agency portal. <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f09ff9c63cd5444db47cd8761a26038d?sid=6f274dac-b570-437b-9689-bf96b5af223b?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Create and manage private portals for your clients to securely share resources & communicate.

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