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Getting Started
- How to install Client Portal
- Can I use it without WordPress?
- Setting up your first portal
- Using content pages
- Importing and Exporting Portals
- Icon Cheatsheet
- Using Templates
Customisation
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- Customizing the Client Portal login page
- Change the error message for a failed login attempt
- Redirect to a different page after logging out
- How to change the slug/permalink
Troubleshooting
- Iām not getting Client Portal updates
- I'm getting a 404 error message
- I'm getting an Nginx error message
- Excluding Client Portal from your cache
- Forgot password isn't working
- I'm not receiving Email Notifications
Security
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- How do private file uploads work
Users & roles
- How do I add a new user to Client Portal?
- Using multiple or different roles
- How users can self-signup to a portal
Working with Client Portal
- Introducing Client Portal to your clients
- How clients can mark as complete
- Create a to-do list with Google Sheets
- Accepting file uploads in Client Portal
- Collate notifications into digests
- Add due dates and reminders
Integrations
Legacy Documentation
Using Google Sheets with Client Portal
You can embed Google Sheets into Client Portal's content pages. When a change is made, these sheets automatically update.
In this tutorial, we'll show you how to set it up and some changes you can make to improve its appearance.
- 1
- Once you've set up your spreadsheet in Google Sheets, navigate to File ā Share ā Publish to the Web.
- 2
- Make sure the Embed tab is selected and "Automatically republish when changes are made" is checked. You can also change the other settings for more control over what you would like to embed. When you're happy click the Publish button.
- 3
- Copy the embed code to your clipboard.
- 4
- In Client Portal, set up a module with a Content Page and type /html into the editor to add a custom HTML block. Paste the embed code in this block.
Here's what this will look like:
We need to make some modifications to improve the appearance. Let's go through these below:
Change the dimensions of the spreadsheet
First, we need to change the width and the height. For Client Portal, we recommend the width to be set to 100% but you can also set it to an exact width like 500px. The height will depend on the height of your content. Here's the code you'll need to add before the tag:
width="100%" height="500px"
Now we have this, which is looking much nicer but there are still a couple of changes we can make to improve it even more:
Remove the spreadsheet title and footer
This part is optional depending on your preferences but you can remove the sheet selector bar with the following code which needs to be inserted at the end of your URL:
widget=false
And to remove the title bar showing the spreadsheet name, use the following:
chrome=false
Your embed code should now look something like this:
<iframe src="YOUR-GOOGLE-SHEET-URL/pubhtml?widget=false&headers=false&chrome=false" width="100%" height="300px"></iframe>
Remove the Client Portal sidebar
If your spreadsheet has a large width, you can remove the Client Portal sidebar and display your content page as full width to give you more room.
In the block editor, navigate to the Content Page tab in the right sidebar and turn off the toggle for Display Sidebar. Then, type 100% in the Container Width field.
And here's our finished spreadsheet:
