Client Portal
Unified Client Portal Experience
This article explains the key benefits of the unified portal, how it improves customer experience and discoverability, and how to enable it for your business.
Read guideAdaptive AI · By Adaptation Living LLC
Client Portal
Configure the client-facing portal and shared customer resources.
5 guides in this area
Step-by-step library
Guides for Client Portal
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Contacts and Other Modules
How to Share and Manage Documents via Client Portal and CRM?
This guide explains how CRM users share documents with contacts and how contacts upload files back through the Client Portal.
Read guideManaging Affiliates
How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates
The Affiliate Portal (also referred to as the Client Portal) is a dedicated platform designed to help affiliates easily track and manage their performance,…
Read guideClient Portal
Branded Mobile App Builder: In-app Form and Customizer
This article provides guided steps for launching branded apps. Key features we have covered in this article are color-coded progress tracking, in-app help…
Read guideMembership/Courses Sites
How do first time users Set Login Password, Request Forgotten Password for their membership portal?
This article explains how users can set their password for the first time or reset it if forgotten using the magic link system.
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