GoHighLevel Client Portal: Step-by-Step Setup Tutorial

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The GoHighLevel Client Portal is an essential tool for agencies, entrepreneurs, and course creators to streamline user access to key features such as courses, communities, and affiliate tools.

This detailed step-by-step guide will walk you through everything you need to know to set up, customize, and optimize your client portal for a seamless user experience.

Step-by-Step GoHighLevel Client Portal Setup

1. Accessing the GoHighLevel Client Portal

The first step in setting up your client portal is knowing where to find it.

Follow these steps:

  1. Login to Your GoHighLevel Account:
    • Navigate to the dashboard where you manage your agency or project.
  2. Access the Client Portal:
    • Go to the Memberships tab. This is the recommended location to manage the client portal because it consolidates all the related features.
    • Alternatively, you can also find the client portal under the Sites tab, but it’s better to use the Memberships tab for its streamlined setup.
  3. Understand the Portal’s Purpose:
    • The client portal serves as a unified login system, giving users access to:
      • Courses: Learning modules and training programs.
      • Communities: Spaces for user interaction and collaboration.
      • Affiliate Tools: Resources for affiliate marketers.

This single access point simplifies the user experience, reducing confusion and saving you time.

2. Setting Up the Client Portal Dashboard

The dashboard is your client portal’s home base. Here’s how to configure it:

Step 1: Understanding the Dashboard Features

  • Quick Links:
    • Generate magic links for one-time, password-free access to the portal.
    • Magic links are particularly useful for onboarding new users or providing temporary access.
  • User Stats:
    • View the number of users, invitations sent, and other key metrics at a glance.

Step 2: Generating Magic Links

  1. Go to the “Dashboard” tab in the client portal settings.
  2. Click Generate Magic Link.
  3. Choose one of the following options:
    • Contact: Select a specific user to generate a link for.
    • Custom Menu: Generate a link for a specific feature, such as courses or communities.
  4. Share the magic link via email or manually distribute it to the intended recipient.

Step 3: Bulk Inviting Users

  1. Go to the “Contacts” section.
  2. Select multiple users from your contact list.
  3. Use the Bulk Invite feature to send invitations to all selected users at once.

3. Configuring Domain Settings

Using a custom domain enhances the professionalism of your client portal. Here’s how to set it up:

Option 1: Use the Default Subdomain

  1. By default, GoHighLevel provides a subdomain like app.client.net.
  2. This subdomain is fully functional and ready to use.

Option 2: Set Up a Custom Domain

  1. Go to the Settings tab in the client portal.
  2. Click Add Domain.
  3. Enter your custom domain (e.g., portal.yourbusiness.com).
  4. Update the DNS settings on your domain registrar (e.g., GoDaddy or Namecheap):
    • Add the required DNS records as instructed in the portal setup.
  5. Save the settings to make the domain live.

Pro Tip: Avoid Subdomains

  • Using subdomains (e.g., sub.portal.com) can cause issues with login functionality and email notifications. Stick to the full root domain for the best results.

4. Branding Your Client Portal

Branding is essential to create a portal that reflects your business identity. Here’s how to customize your client portal:

Step 1: Portal Name and Description

  1. Navigate to Branding Settings in the portal setup.
  2. Enter a name for your portal. This name will appear prominently on the dashboard.
  3. Add a description or tagline, such as “Welcome to XYZ Training Portal.”

Step 2: Background Image

  1. Use design software like Canva to create an image with dimensions 1920×2160.
  2. Upload the image under the Background Image section.
  3. Test the image to ensure text and other elements remain readable.

Step 3: Colors and Favicon

  1. Select brand colors for gradients and highlights.
  2. Upload a favicon (16×16 pixels) to display on browser tabs.

Step 4: Logo and Support Info

  1. Upload your business logo. Ensure it contrasts well with the background image.
  2. Enter a support email address for user inquiries.

5. Managing App Permissions

Control what users see and access in the client portal. Here’s how to set up permissions:

Step 1: Configure the App Switcher

  1. Go to the App Permissions tab.
  2. Enable or disable features such as:
    • Courses
    • Communities
    • Affiliates

Step 2: Set the Default Landing Page

  1. Choose where users land after logging in:
    • Communities (recommended for engagement).
    • Courses (ideal for training-focused portals).
    • Affiliates (if the primary focus is marketing).

6. Email Settings and Notifications

Streamline communication by customizing email notifications.

Step 1: Customize Email Templates

  1. Go to Marketing > Emails > Templates.
  2. Create a new template or edit an existing one.
  3. Personalize the message to match your brand voice.

Step 2: Manage Notification Settings

  1. Enable or disable notifications for:
    • Membership approvals.
    • New comments or posts.
    • Course progress updates.
  2. Save your preferences.

7. Mobile App Integration

Provide mobile access to your client portal with these options:

Option 1: Use the Go Collab App

  1. Available on Android and iOS.
  2. No additional setup required.

Option 2: White-Label App

  1. Subscribe for $79/month to create a branded app.
  2. Features include:
    • Push notifications.
    • Custom branding.

8. Resources for Advanced Features

To set up additional features like courses and communities:

  • Watch dedicated tutorials on the GoHighLevel YouTube channel.
  • Follow in-depth guides to ensure a seamless setup.

9. Exclusive Free Trial and Support

Take advantage of a 30-day free trial via exclusive links. Benefits include:

  • Personalized support.
  • Access to pre-built templates and snapshots.
  • Membership in a private community for ongoing help.

FAQs About GoHighLevel Client Portal

Question 1: Can a client with multiple accounts switch between them within the Client Portal?

Answer: No, the GoHighLevel Client Portal does not natively support multi-account switching within a single login session. If a client has multiple accounts (e.g., tied to different businesses or projects), they will need to log out and log back in with the credentials specific to each account.

Question 2: Is it necessary for clients to complete their profile details?

Answer: Yes, it is necessary for clients to complete their profile details to access the portal and its features. Encouraging clients to complete their profiles enhances the user experience. For example:

  • Completed profiles may help personalize course recommendations or community interactions.
  • It can also make communication more streamlined (e.g., correctly identifying users in forums or affiliate programs).

Question 3: Can clients directly switch between child apps like membership courses, community groups, and affiliates in the Client Portal?

Answer: Yes, clients can easily switch between child apps within the Client Portal using the App Switcher feature. This functionality is accessible via the nine-dot menu in the portal, allowing users to navigate directly to:

  • Membership courses.
  • Community groups.
  • Affiliate tools.

However, the availability of these options depends on the permissions and features enabled by the portal administrator.

Question 4: What if a client forgets their password? Is there a way to still access the Client Portal?

Answer: Yes, there are multiple options for a client to regain access to the Client Portal if they forget their password:

  1. Password Reset:
    • Clients can use the “Forgot Password” link on the login page to reset their password via email.
  2. Magic Link:
    • Administrators can generate a Magic Link (a one-time login link) and send it directly to the client via email. This allows the client to access the portal without requiring a password.
  3. Administrator Assistance:
    • The admin can manually reset the client’s password from the portal settings and communicate the new credentials.

These options ensure that clients can regain access quickly and efficiently.

Conclusion

The GoHighLevel Client Portal is a powerful tool for managing user access and enhancing client interactions. Its one of the best CRM with client portal.

With this step-by-step guide, you can confidently set up and customize your portal to meet your business needs.

For further guidance, explore additional resources or drop your questions in the comments section below. Happy building! 🚀