Welcome to the Client Portal

Welcome to the Client Portal, your personalized space to interact with our business. This guide will walk you through the steps of using the portal, helping you take full advantage of its features.

Understanding the Client Portal

The Client Portal is your central platform for engaging with our business. It allows you to review past interactions, monitor affiliate commissions, access membership courses, and more, offering a seamless and enriched customer experience.

Signing Up for the Client Portal

If you can't access specific parts of the portal, you may need to sign up. However, if you’ve already used our other apps, you can use your existing credentials to log in.

Creating Your Account

You can sign up multiple times with the same email if permitted by our settings. Otherwise, the system will prevent multiple registrations with the same email to maintain data integrity.

Registration Process

• Provide your full name, email, and create a password to register for the Client Portal.
• Check your email for a verification code, which will expire after 15 minutes.

Account Verification

• Enter the verification code sent to your email to authenticate your account.

• Once verified, you can log in using your selected password.
  
  

Logging In to the Client Portal

You can log in using your password or opt for email verification, where a secure code is sent to your registered email. If you have multiple accounts tied to the same email, the system will guide you to select the correct one.

Exploring the Client Portal Features

Once logged in, you’ll have access to a wide range of features. From membership courses to community groups, the Client Portal provides a comprehensive suite of tools to enhance your interaction with our business.

Utilizing the App Switcher for Seamless Navigation

After completing your profile and gaining access to the various apps, you can seamlessly switch between them. The app switcher, located at the top right corner of the top bar, allows for effortless navigation. Simply click on the app switcher, and a drop-down menu will list all accessible apps. You can then navigate to your desired app with just one click.

Completing Your Profile Details

For a personalized experience across all apps, it’s important to complete your profile details. This includes providing your name, email address, contact details, and preferences.

Important Tips for Using the Client Portal

• Stay updated with new features and functionalities.
• Keep your profile information accurate and up-to-date.
• Utilize the app switcher for seamless navigation between different sections of the portal.