A Smarter, Cleaner Client Portal Just for You!
We’ve made the Client Portal even more personalized! Now, you'll only see the apps and features that are active and relevant to you—making your experience simpler, cleaner, and easier to navigate.
What’s New?
Only See What Matters
- Apps like Courses, Affiliates Invoices, Estimates, and Contracts will now only show up when:
- The app permission is enabled by the client portal owner.
- When the app permission is enabled, something new or active for you inside the app (like a course to view or an invoice to check).
- If there's nothing waiting for you in a particular app, it stays hidden—so your portal stays neat and easy to use.
For Client Portal Users(Contacts)
- Clean, Focused Experience - No more empty apps or confusing links. You’ll only see child apps that you have gained access and some content to view. For example, you will see courses as child app only after you purchase your first course.
- Personalized Navigation - The Client Portal now feels custom-made for your journey. Never navigates to an empty app.
- Less Clutter, More Clarity - Not seeing something? That means there’s nothing new for you there—no guesswork, just a straightforward experience.
For Client Portal Owners
This update also brings big wins for those managing the portal:
- Total Control Over What Users See - You decide which apps are turned on. If you disable an app at the location level, it won’t appear for anyone—even if users have access to some content inside.
- Smarter Visibility = Better Engagement - By showing users only the features relevant to them, you're delivering a more targeted and meaningful experience—leading to higher engagement and fewer questions.
- Simplified Interface, Less Support Overhead - With a cleaner interface, your users won’t get confused by empty or irrelevant pages—which means fewer support requests and a smoother onboarding flow.
- Dynamic, Real-Time Updates - As soon as you assign access or activate a feature, it automatically shows up for the user—no manual configuration required.
Why This Matters
- A Cleaner, More Enjoyable Experience: Your users will appreciate a portal that shows only what’s useful to them—nothing more, nothing less.
Powerful Admin Flexibility: Client Portal Owners can confidently manage access and visibility, knowing users only see what’s been approved and activated.
- A Portal That Grows With You: As your business or organization adds more features, the portal adapts—growing smarter without adding clutter.
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