GoHighLevel Client Portal: Easy Setup Guide

The GoHighLevel Client Portal is a robust feature that simplifies user management by offering a single gateway for accessing courses, communities, and affiliate tools.

This tutorial will walk you through the step-by-step process of setting up and customizing your client portal to align with your brand, streamline user experience, and maximize your efficiency.

Step-by-Step Guide to Setup GoHighLevel Client Portal

1. Accessing the Client Portal

To begin using the GoHighLevel Client Portal:

1. Navigate to Memberships in your dashboard. Alternatively, it can be accessed under Sites, but using the Memberships section is recommended for its centralized functionalities.
2. The client portal serves as a unified login for users to access: Courses, Communities, and Affiliate resources

2. Setting Up the Dashboard

The dashboard is the central hub of your client portal. Here’s how to configure it:

• Quick Links: Generate one-time-use magic links for fast access. These links eliminate the need for passwords, simplifying the onboarding process. Select a contact or create a custom menu for links. Bulk-invite users by sending the magic links via email.
• User Stats: View essential stats, such as the number of active users and invites sent.

3. Configuring Domain Settings

For a professional touch, set up a custom domain:

1. Use the default subdomain provided (e.g., app.client.net) or configure your own custom domain.
2. Steps for custom domain setup: Add the domain through your registrar. Update DNS records as per the instructions. Avoid using subdomains to prevent potential issues with logins and email notifications.
3. Save the settings to make the portal live.

4. Branding Your Client Portal

Customizing the portal ensures it aligns with your brand:

• Portal Name and Description: These are displayed prominently on the homepage.
• Background Image: Create an image with dimensions 1920x2160 using design tools like Canva. Upload the image under portal settings for a polished look.
• Colors and Favicon: Choose colors that represent your brand for gradients and highlights. Add a favicon (16x16 pixels) to display on browser tabs.
• Logo: Upload your business logo for consistent branding.
• Support Information: Enter a support email address for user assistance.
• Copyright Notice: Include a custom copyright statement for professionalism.

5. Managing App Permissions

Control which features are visible in the portal:

1. Use the app switcher to toggle options such as courses, communities, and affiliates.
2. Set the default landing page for users after login:Recommended: Communities for easy navigation. Other options: Courses or affiliates.

6. Email Settings

Streamline communication by customizing email notifications:

• Events Covered: Membership approvals.New comments or posts in communities.Course progress updates.
• Custom Templates: Go to Marketing > Emails > Templates to create personalized email templates. Include welcome messages, progress updates, or custom branding.
• Toggle Preferences: Enable or disable email notifications with simple checkboxes. Save preferences to apply changes.

7. Optional: Mobile App Integration

Users can access the client portal via the Go Collab App:

• Available on Android and iOS.
• A gray-labeled app suitable for general use.
• White-Label App Option:Cost: $79/month.Offers branding customizations and features like push notifications.

8. Additional Resources

For advanced setups, such as creating courses or building communities, refer to additional resources and tutorials:

• Dedicated videos on the creator's YouTube channel.
• Comprehensive guides to using GoHighLevel effectively.

9. Exclusive Free Trial and Support

Take advantage of a 30-day free trial of GoHighLevel via the creator's links. Benefits include:

• Personalized support and guidance.
• Pre-built snapshots and templates.
• Access to a private community for troubleshooting.
• Partnership opportunities to scale your agency or business.

Conclusion

The GoHighLevel Client Portal is an excellent tool for centralizing and simplifying user interactions. With its easy-to-use interface and customization options, you can create a seamless experience for your clients.

Follow this guide to set up your portal, configure settings, and start reaping the benefits of streamlined operations.

For further questions or assistance, drop a comment below or explore additional resources on GoHighLevel’s features. Happy customizing! ??