Client Portal

Use case

Online Course

Use Client Portal as a simple companion hub alongside your course platform.

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Included with Client Portal. Already a customer? Jump to setup

The online course portal

What’s inside

A lightweight layout for course students.

  • Welcome

    Orient students on day one.

  • Modules

    Links to lessons and materials.

  • Downloads

    Workbooks and extras.

  • Support

    How to get help.

When to use it

Use this when you want a branded hub around a course that already lives elsewhere. Coaches may also like the online course use case.

Most of the work is already done

Every template is a one-click import, so there’s nothing to download or build from scratch. It comes with sample copy you can use as it is or rewrite in your own words, plus tips throughout to help with any gaps in your process. All that’s left is making it yours.

  1. Portal Gallery with Use This Template button

    Import it

    In WordPress, go to Client Portal > Add New and open the Portal Gallery. Click “Use This Template”, and the portal is added to your site, ready to edit.

  2. Client Portal editor open on a content page, with sample questionnaire copy and a Quick tip callout

    Make it yours

    Work through each section, adding your branding, your files and anything specific to how you work. The sample copy is designed to be used out of the box, so change as much or as little as you like. We’ve added helpful tips and tricks throughout.

  3. A client’s view of a finished portal, with tasks for the contract, NDA, business questions and brand assets, plus a window to book the kickoff call.

    Share it with your client

    Add your client and send them the link. If you’re not sure what to say, here’s a short email you can copy and adapt.

    Email

    Hi [name], I’m looking forward to getting started on your project. I’ve set up a portal for you where everything will live from now on, so you won’t need to dig through emails to find things. You can see how the project is progressing, what’s coming up next and what’s already been done, and all your deliverables will be there as soon as they’re ready. Here’s the link: [link]. It’s worth bookmarking. Let me know if you have any questions. [your name]

“Using Client Portal has allowed me to create an incredible private client experience. Having templates means I no longer need to recreate the onboarding process for individual clients.”
Kymberlee Jay, More Clients Mastery

More use cases

Onboarding portal screenshot
✨ Template available

Onboarding

Give new clients a branded first step before the project kicks off.

See this example
Digital Downloads portal screenshot
✨ Template available

Digital Downloads

Sell digital products through Client Portal.

See this example
Content Marketing portal screenshot
✨ Template available

Content Marketing

Offer blog, SEO, and content marketing services to your clients.

See this example
Browse all use cases

Start with a portal that’s already built

This template is included with Client Portal, along with every other template we make. $199 a year, with a 30-day money-back guarantee.

Get Client Portal

Frequently asked questions

“Will importing a template change my existing portals?”

No, it creates a new portal and leaves everything else alone.

“Can I edit everything?”

Yes. Once it’s imported it’s a normal portal, so you can rename, remove or add anything.

“Do templates cost extra?”

No, they’re all included with Client Portal.