How to set up the Client Portal?

Welcome to the Client Portal setup guide for Stack, your unified platform for seamless client interactions. This portal offers a secure space for clients to view affiliate commissions, participate in community groups, and enroll in membership courses. By using the Client Portal, businesses can enhance customer retention and empower clients to take independent actions.

What is the Client Portal?

The Client Portal is a client-side interface available on the subdomain clientclub.net. It centralizes various functionalities, allowing clients and leads to interact with their respective accounts efficiently.

Key Features:

• Centralized Platform: Access affiliate commissions, community groups, and membership courses all in one place.
• Custom Domains: Personalize the portal with a custom domain for each account to enhance client engagement.
• Brandable Interface: Customize the portal’s appearance to reflect your brand identity, including logos, color schemes, and more.
• Improved Communication: Facilitate secure and efficient communication with clients.
• Easy Invitation: Invite clients effortlessly via child apps or by sharing the portal URL.

Usage Cases

1. Online Education (E-Learning Platforms): Simplify course access and foster a sense of community among students.
2. SaaS Companies: Provide affiliates with a transparent platform to monitor referrals and commissions.
3. Fitness Industry: Allow members to access workout plans and participate in fitness communities.
4. Retail E-commerce: Invite loyal customers to a VIP program for exclusive offers and rewards.
5. Event Planning: Customize the portal for each event’s branding, allowing clients to access documents and updates.

Benefits

• Streamlined Access: Centralize key functions for easy information access.
• Client Autonomy: Empower clients to take independent actions, increasing satisfaction.
• Enhanced Engagement: Foster client loyalty through community interactions.
• Consistent Branding: Ensure a consistent brand experience across all interactions.
• Efficient Communication: Reach clients in one place, enhancing communication efficiency.

Setting Up Your Client Portal

Configuring a Custom Domain

1. Navigate to the Sites tab, then select Client Portal and proceed to Domain Setup.
2. Choose the option for a Custom domain and enter your desired domain name.
3. Configure your domain registrar to point to the provided IP address or server.
4. Add A or CNAME records:
   • A Record: Maps your domain to a server IP address (e.g., 34.67.19.69).
   • CNAME Record: Maps your domain to another domain name (e.g., preview.clientclub.net).
5. Save your changes and allow time for DNS propagation (typically 24 to 48 hours).

Branding Your Client Portal

1. Access the Client Portal section via the left navigation menu.
2. Select the Branding option to begin customization.
3. Customize the portal’s appearance:
   • Portal Name & Description: Define how your portal is presented.
   • Brand Colors: Choose primary and secondary colors for your brand.
   • Favicon & Logo: Upload your brand’s favicon and logo.
   • Support Email & Copyright: Provide contact information and copyright details.
4. Save your settings to apply the customizations.

Inviting Clients to Your Portal

Enhance your clients’ experience by inviting them to your portal:

• Direct Invitation from Child Applications: Invite clients directly from membership courses or affiliate programs.
• Sharing the Client Portal URL: Share the portal URL via email, text, or other communication channels. Highlight the benefits and resources available through the portal.

FAQs

Q1: Changes to my client portal branding aren’t showing up. What should I do?
Try clearing your browser’s cache or view the portal in an incognito window. If the issue persists, contact our support team.

Q2: Can I set different branding for different accounts?
Yes, you can customize branding for each account to best represent its brand identity.

Q3: My affiliates are having trouble accessing their stats. What should I do?
Ensure they have the correct login details and permissions. If issues continue, contact support for assistance.

Q4: My client portal isn’t accessible after setting up DNS records. Why?
DNS changes can take up to 48 hours to propagate. If it takes longer, contact your domain registrar for support.

Q5: What’s the ideal format and size for a favicon?
Use a 1:1 aspect ratio in SVG, PNG, or JPG format, not exceeding 16x16 pixels.

For further assistance, feel free to reach out to our support team. Enjoy the enhanced client experience with your Stack Client Portal!