Having all of these functionalities in one place makes it easy for clients to manage their interactions with your business and services.

Custom Domains:

The portal offers the flexibility to set up a custom domain for you for a more personalized touch. This feature enhances your sense of ownership.

Brandable Interface:

The portal can be customized to reflect you account's brand identity. By setting up your preferred logo, favicon, color scheme, and more, you can provide a consistent and familiar experience to your leads and clients.

Improved Communication and Client Autonomy:

The portal facilitates easy and secure communication between you and your clients. Moreover, it empowers your clients by allowing them to take necessary actions independently. This level of autonomy can lead to increased client satisfaction and retention.

Easy Invitation:

The client portal provides easy ways to invite clients through child apps or by sharing the portal URL directly.

What are some strong usage cases for this feature?

1. Online Education Business (E-Learning Platforms):

If a business offers a variety of online courses across different subjects, the client portal allows students (clients) to access their courses, track their progress, and interact with other students in the community (upcoming) groups. It simplifies the learning process and fosters a sense of community (upcoming) among students.

2. Software as a Service (SaaS) Companies:

For a SaaS company with an affiliate marketing program, the client portal provides affiliates with a single platform to monitor their referrals and commissions. This transparency can motivate affiliates to promote the software more enthusiastically.

3. Fitness Industry (Online Training Programs):

If a fitness business offers different online training programs, the client portal can be used for members to access their specific workout plans, participate in fitness communities, and view their progress over time.

4. Retail E-commerce Businesses:

An e-commerce business can use the client portal to invite loyal customers to a VIP program. The customers can log in to view exclusive offers, track their points or rewards, and participate in special community (upcoming) events.

5. Event Planning Companies:

Event planning companies can customize their client portal according to each event's branding. Clients can access event-related documents and updates and communicate directly with the planners.

What are some benefits of this feature?

1. Streamlined Access to Information:

By centralizing all key functions and data (like affiliate commissions, community (upcoming) groups, and membership courses) in one place,
clients can easily find and access the information they need without navigating through multiple platforms or interfaces.

2. Improved Client Autonomy:

Clients have the flexibility and power to take action independently. This can
lead to increased satisfaction as clients can solve problems or answer their questions without needing to reach out for support.

3. Enhanced Client Engagement:

Exploring community (upcoming) groups can facilitate better client engagement, making them feel more connected to your service. This sense of community (upcoming) can increase client loyalty and retention.

4. Consistent Brand Experience:

The branding feature allows businesses to provide a consistent brand experience across all client interactions. Consistency is key to building a strong brand identity, which can further enhance client trust and loyalty.

5. Easier Client Onboarding:

The client portal simplifies the onboarding process. Instead of sending
multiple emails or using multiple platforms, you can invite clients to the portal, where they can find everything they need.

6. Increased Credibility with Custom Domains:

A custom domain not only gives clients a sense of ownership and familiarity but also increases the credibility of the sub-account in the eyes of the clients.

7. Efficient Communication:

With a client portal, communication with clients becomes more efficient as
you can reach them all in one place, and they can access and respond to
the communication at their convenience.