Customising your Client Portal gives all participants a more professional look and exclusive feel, which leads to higher conversion and completion rates for your courses and better engagement in your communities.

To configure these settings, select the Settings option inside the Client Portal tab of the Sites section.

Setting Up a Custom Domain

Proceed to the "Domain Setup." area.

Click on the option for a Custom domain and input your desired domain name. Select Update Domain to continue.

📌 NOTE: Before setting up an A or CNAME record, make sure you've already configured your domain registrar to point to the specific IP address or server provided. This ensures your domain correctly refers to your server and functions as expected.

How to Add "A Records and CNAME Records"

  1. Log in to your Domain Registrar's dashboard and navigate to the DNS settings. Here, you will find an option to add a new record.
  2. Select the type of record you want to add (A or CNAME).
  3. For an A record, this would be the IP address: 162.159.140.166, and the target domain for the CNAME record is clientportal.ludicrous.cloud.****
  4. Save your changes.

📌 NOTE: Replace the "designated IP address or server" placeholder with your actual IP address or server information. Fill this in accurately, as it's needed to configure your domain settings correctly.

Once you've entered the DNS records in your domain registrar, allow reasonable time for them to propagate (this varies by registrar), then click Update Domain.

📌 NOTE: DNS propagation typically takes between 24 and 48 hours.

Branding Your Client Portal

Complete the domain setup before accessing the branding settings. This is important because it's what lets clients reach the portal via your chosen web address; it's essentially the foundation of your Client Portal. If you'd rather not use a custom domain, clicking Setup Domain is enough, and it will add your subaccount's location ID as a prefix to create your Client Portal URL.

Go to Branding Option

Locate and select the "Branding" option from the Client Portal settings to begin personalising your portal.

Within the "Branding" section, you can customise the look and feel of your client portal. Here are the available options:

  1. Portal Name: This will be displayed prominently on your portal.
  2. Portal Description: This description will be visible to your clients and should briefly describe your portal or its services.
  3. Brand Color One: This colour is often used for buttons, headings, or highlights.
  4. Brand Color Two: Choose a secondary colour to complement your primary colour. This adds depth and variety to your portal's colour scheme.
  1. Favicon: Favicons are small icons that appear in the tab of a browser when your website is open. They should ideally be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 16x16 pixels.
  2. Portal Image: The "Portal Image" section in the Client Portal allows you to upload your brand's square image in SVG, PNG, or JPG formats. The image dimensions should not exceed 720x720 pixels.
  3. Logo: Upload your brand logo to be displayed on the portal. Like favicons, logos should be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 200x200 pixels.

8: Support Email: Specify an email address your customers can contact for support or questions related to the portal.

9: Copyright: This is typically something like "© 2023 Your Company Name." It helps protect your content and establishes your company's claim over the content.

* 10: Advanced:* This lets you add code and further customise your client portal.

Save Settings

After making your changes, click "Save Settings" to apply them to your client portal.

Configuring App Permissions

In the Client Portal Settings, you can manage app permissions for child apps. To get started, navigate to the "App Permissions" option.

Enabling or Disabling Apps

Within the App Permissions section, you'll find a list of all apps and features linked to your portal. Use the checkbox next to each app to turn features on or off. If an app is disabled, it won't appear on your client portal, even if users try to access it.

Configuring Your Default Page

Choose your preferred page from the dropdown in the "Select default landing page" section. This sets the page users land on when they log in to the client portal. Click "Save Settings" to apply the changes.

Email Settings

These let you customise the notifications sent out for your Groups and Courses. For more information on customising and managing email notifications, see the related articles in this category.

Customize Email

Customise and add email templates to your client portal to enable email notifications for courses and groups.

Personalising your Client Portal creates a more professional and engaging experience for your users, which can lead to higher conversion and completion rates. By setting up a custom domain, refining your branding, and adjusting app permissions, you ensure the portal reflects your company's identity and meets your clients' needs.