- 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
- Customise project status modules
- Remove the project status modules
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- How to change the 'Client Portal Login' text
- Change Error Message on the Login Screen
- How to add, move, and delete phases
- Redirect to the homepage after logging out
- How to change the slug/permalink
- Edit the "Phase 1, 2, 3" etc. text
- Troubleshooting problems with Client Portal
- I’m not getting Client Portal updates
- Find and edit the Client Portal Login page
- 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
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- How do private file uploads work
- How do I add a new user to Client Portal?
- Can I assign a client a different role?
- How users can self-signup to a 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
I don't have WordPress, can I still use Client Portal?
Client Portal is currently a WordPress plugin so you will need WordPress (in some form) to use it. But if your website uses another CMS (like Squarespace, Wix, or Webflow) and you still want to use Client Portal, there is a way!
Setting up a new WordPress website to host Client Portal on
You can set up a brand new website to host your portals on in less than 10 minutes. The benefit here is that it's totally separate from your main website so you don't need to worry about mixing up portals with the rest of your website.
Here's a video that goes through exactly how to get set up:
Setting up a subdomain
If you would prefer to have your portals on a subdomain of your website (think portal.yourdomain.com) instead of a completely new domain name as shown in the above video, here's how to do that:
- First, set up a subdomain for your website. E.g. portal.example.com. Here's how to set up a subdomain with some popular domain registrars:
- Next, you'll need to sign up for a hosting plan. E.g.
Bluehost (inexpensive and has a 1-click WordPress install functionality).
- Install WordPress on your new subdomain. Here's how to install WordPress on a subdomain with some popular hosting companies:
- Once you have WordPress set up on your subdomain, you can install Client Portal by going to Plugins -> Add New.
- Click on Upload Plugin and select the ZIP folder for Client Portal (which you will have received in an email when you purchase Client Portal).
That's it! When you are ready to show your clients their portals, they'll be located at your new subdomain address with /client at the end. E.g. portal.example.com/client.