One login for everything: the client portal

Give clients a single branded login for their courses, community, invoices, and appointments, replacing "what is the link again" with one URL.

1. 1

   Enable and brand it

   Sites, then Client Portal: turn it on, apply logo and colors, and set the portal domain (a subdomain like portal.yourbrand.com; see the custom domain SOP).

2. 2

   Choose what appears

   Portal surfaces what the account uses: memberships and courses, community, appointments, invoices, and files where enabled. Turn off empty sections; a bare tab erodes trust.

3. 3

   Set up the sign-in experience

   Magic-link email login keeps friction low. Test the full flow yourself from an incognito window on a phone.

4. 4

   Introduce it properly

   One announcement with the Portal Welcome copy (prompt in the library): here is your one link, here is what lives there, bookmark it. Then reference the portal consistently in every message footer.

5. 5

   Route support through it

   Invoices and booking live in the portal; when clients ask, the answer is the portal link. Consistency is what builds the habit.