A complete overview of private portals for individual clients as well as public portals for all clients to access.

Learn how to set up an automated welcome email for your programs and/or private client portals.

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

Learn how to create a private portal with secure resources for your individual, private clients.

Learn how to create a workflow that will automatically grant access to an offer after purchasing a product.

This guide will show you how to create a custom domain for users to log into their client portal. This is relevant for anyone with programs (ie: course, membership..etc), private client portals, client resource hubs and/or communities.

Learn how to update the branding for your client portal sign in page.

Update & customize the branding for your sign in page and add an image.