The CRM has tools to simplify content delivery and improve the experience for you and your clients. With a central Dashboard, customisable Products in the Membership section, and a Client Portal, you can manage, sell, and engage with your courses and community groups from one place. This guide covers the differences between the Memberships section and the Client Portal, and how they work together.

Memberships

Memberships in the CRM are focused on content delivery, such as courses or community groups. You can create, customise, and sell courses, making it a useful tool for educational or informational products.

Dashboard

The Courses Dashboard is a central hub where you can view opt-ins, members, sales, and checkouts over the last 30 days.

Products

Here, you can create and manage your courses. Setting up a new course involves defining its structure, including episodes and categories, and uploading content like videos. Courses can also be personalised in a number of ways. You can edit course details, change thumbnails, and customise the course landing page to match your branding.

Once your course is ready, you can market and sell it using tailored offers or through the Learning tab within your community group. Sales and member engagement can be monitored and analysed through the analytics section.

Client Portal

The client portal is a client-side interface where clients and leads can access their accounts, affiliate commissions, community groups, and enrol in membership courses. It's a central place for interaction and engagement.

Located under the "Sites" and "Memberships" section, the client portal is set up on a customisable subdomain.

Dashboard

The Client Portal Dashboard is your central hub. From here, you can generate magic links, invite users to join your client portal, and view key details about your mobile app. It also shows how many users have been invited and how many have accepted.

App Permissions

Configure the applications accessible through the Client Portal by heading to the App Permissions within the portal settings.

Apps you select will appear in the portal, while unselected apps will remain hidden.

Branding

You can personalise the client portal by updating its branding to match your company's visual identity. This includes changing colours, logos, and other design elements.

Once you're happy with the setup, preview the client portal to check it meets your needs. Your clients will then have a clear, easy-to-use interface to access their community groups, courses, affiliate earnings, contracts, and subscriptions.

Key Differences and How to Use Them Together

Memberships focus on content creation and management, while the client portal is designed for client interaction and access. Courses and community groups created in the Memberships section can be accessed by clients through the client portal, linking the two features together. Both offer customisation options, but they serve different purposes: Memberships for course design, and the Client Portal for user experience.

Understanding how Memberships and the Client Portal complement each other helps you get the most out of both. With regular management and customisation, you can build a smooth, efficient system for your product offerings.

Frequently Asked Questions

Q: Can I customise the client portal for each client?

  • While broad customisation is possible, individual client customisation is limited to the information and courses they have access to.

Q: What if my clients can't access their courses?

  • Ensure they are correctly enrolled in the course and that there are no restrictions set that might prevent access.