Admin/Owner View:
1. Accessing Theme Settings
To change your theme settings:
Open Settings: Inside your community group, click on your right side bar and click on bottom “SETTINGS”.
Navigate to themes: Select "Themes" from the sidebar.
2. Choosing a New Theme
If you use multiple groups, try selecting a different theme for each one to help you tell them apart. Your new theme will appear in the broser.
Light or Dark Mode:
In the Themes section, you can switch between Light Mode and Dark Mode using the buttons at the top.
Select a Predefined Theme:Select Communities theme tab and scroll through the list of available themes. Click on a theme to preview it. Once you find a theme you like, it will automatically apply to your Communities interface.
Note: Themes are reflected only in Web and not mobile.
3. Creating a Custom Theme
As a group owner/admin, in the "Custom Themes" tab, users can customize various components of the group interface. For each mode i.e. Light Mode and Dark Mode, the admin will have to customize and Save the customizations separately.
Scroll through the list of available customization options:
Options | What will change in your group |
Sidebar Background | Background color of the sidebar with top bar |
Primary | Button colors |
Background | Surface elements and modals |
Tertiary | Links and elements of selection(radio buttons/checkboxes). |
Surface | Base of the interface |
Primary Font | Main Context |
Secondary Font | Selected context |
Fill colour | Hover color |
Borders | All borders |
Error | Error in interaction |
Click on the color swatches to open the color picker or enter a hex code directly.
Make sure to click on SAVE so all your changes are reflected.
Group View after customisations:
Member View:
Group members will see the customised or chosen theme by the admin. Additionally, they can switch between Light or Dark Mode in Settings.
What is the Client Portal?
The client portal is a client-side interface located on the subdomain clientclub.net. It's a centralized platform designed to allow clients and leads to interact with their respective CRMs in a streamlined manner.
Centralized Platform: The portal is a hub where clients can access their affiliate commissions, participate in community groups , and enroll in membership courses. Having all of these functionalities in one place makes it easy for clients to manage their interactions with your business and services.
Custom Domains: The portal offers the flexibility to set up a custom domain for you CRM for a more personalized touch. This feature enhances the client's sense of ownership and can increase their engagement with your service.
Brandable Interface: The portal can be customized to reflect your brand identity. By setting up their preferred logo, favicon, color scheme, and more, you can provide a consistent and familiar experience to their leads and clients.
Improved Communication and Client Autonomy: The portal facilitates easy and secure communication between you and your clients. Moreover, it empowers your clients by allowing them to take necessary actions independently. This level of autonomy can lead to increased client satisfaction and retention.
Easy Invitation: The client portal provides easy ways to invite clients through child apps or by sharing the portal URL directly.
How to set up your client portal?
We have implemented a robust client portal system for each sub-account on our dedicated subdomain, clientclub.net. This portal facilitates effective interaction between clients and their associated accounts. However, during the setup process, we offer a flexible feature for each sub-account to personalize its portal by selecting a unique custom domain. This customization allows sub-accounts to reinforce their branding and enhance their client's familiarity with the platform.
Configuring a custom Domain:
To configure a custom domain for your client portal, follow these steps:
Using the left sidebar, navigate to the Sites tab then the Client Portal section. Proceed to settings and the "Domain Setup." area.
Input your desired domain name and click on add domain.
3. Click on the continue button where you would be asked to verify your A and Cname records
Please Note: if you are yet to configure your Cname and A records on your domain provider, you would need to head over to your domain provider and add the records value as shown on the CRM screen
Before you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to you. This is an essential step in ensuring that your domain correctly refers to your server, enabling it to function properly.
A Record, also known as an Address Record, maps your domain to an individual server IP address. On the other hand, a CNAME record, or Canonical Name record, is used to map your domain (or subdomain) to another domain name.
Here's a step-by-step guide on how to add A records and CNAME records:
1.Login to your Domain Registrar's dashboard.
2Navigate to the DNS settings.
3.Here, you will find an option to add a new record.
4.Select the type of record you want to add (A or CNAME).
5.Enter the details - for an A record, this would be the IP address 162.159.140.166
6.for a CNAME record, this would be the target domain app.clientclub.net
7. Save your changes.
Different registrars might have slight variations in the procedure, so here are some specific guides for popular registrars:
Please note: It's important to replace the "designated IP address or server" placeholder with your actual IP address or server information in the record. Make sure to fill out this field accurately, as it's essential to correctly configure your domain settings.
Once you have entered the DNS records in your Domain registrar, give it a reasonable time to propagate them (depending on your domain registrar), and hit Update Domain.
Please note: While the following resources provide a good general overview, the exact time of DNS propagation can vary due to several factors, such as the TTL set for the DNS record, your ISP's update frequency, and geographical factors. Typically, it is suggested to allow between 24 to 48 hours for DNS propagation.
Branding your Client Portal:
Please Note: This message means that before you can access and modify the branding settings for your Client Portal, you first need to complete the domain setup process.The domain setup process involves connecting your chosen domain (e.g., www.yourbusiness.com) to the Client Portal system. This connection is crucial because it is what allows your clients to access the portal through your selected web address. It's essentially the foundation of your Client Portal.Once your domain setup process is successfully completed, you'll be able to move forward and access the branding settings for your Client Portal.
If you do not want to set up a custom domain, just clicking on Setup Domain will be enough and it will add your CRM's account's location ID as the prefix to the clientclub.net domain to be used as your Client Portal URL.
1. Access the Client Portal Section: Start by navigating sites on your side menu, then client portal and then settings
2. Go to Branding Option: You'll find various options once you're in the client portal section. Locate and select the "Branding" option to begin personalizing your portal.
3. Customize the Portal's Appearance: Within the "Branding" section, you can fully customize the look and feel of your client portal. Here are the options available:
Portal Name: Enter a name for your portal. This is the name that will be displayed prominently on your portal.
Portal Description: Add a description for your portal. This description will be visible to your clients and should briefly describe your portal or its services.
Brand Color One: Choose the primary color to represent your brand in the portal. This color is often used for buttons, headings, or highlights.
Brand Color Two: Choose a secondary color to complement your primary color. This adds depth and variety to your portal's color scheme.
Favicon: Upload a favicon for your portal. Favicons are small icons that appear in the tab of a browser when your website is open. They should ideally be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 16x16 pixels.
Portal Image: The "Portal Image" section in the Client Portal allows you to upload your brand's square (1:1 aspect ratio) image in SVG, PNG, or JPG formats. The image dimensions should not exceed 720x720 pixels. This image will serve as the main branding image in your Client Portal.
Logo: Upload your brand logo to be displayed on the portal. Like favicons, logos should be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 200x200 pixels.
Support Email: Specify an email address your customers can contact for support or questions related to the portal.
Copy Right: You can enter copyright information here. This is typically something like "© 2023 Your Company Name." It helps protect your content and establishes your company's claim over the content.
4. Save Settings: After making all the desired changes, don't forget to click "Save Settings" to ensure your customizations are applied to your client portal. If you change your mind or need to revert to the old settings, click "Cancel" before saving the settings.
Invite Clients to your client portal.
Inviting clients to your client portal enhances their experience with your services and fosters a sense of community . The client portal serves as a central location for your clients to access important information, updates, and resources pertinent to the services they've availed of from your business. There are two primary methods to invite your clients to the portal:
Direct Invitation from Child Applications
Your portal includes various child applications or services, such as a membership course, community platform, affiliate program, etc. You can extend invitations directly from these specific applications.
Membership Course: Existing membership users will have dual accessibility - they can access courses through the traditional method as well as through the client portal upon login. Their current username and password will function in both locations. For those locations with no existing courses, they will need to set up directly in the client portal.
Community Platform: Groups
Affiliate Program: You can extend an invitation from the affiliate management system for your affiliates. Head to Marketing> Affiliate Manager> Campaigns> Edit Campaign.
Sharing the Client Portal URL
If you want to take a more direct approach or invite a large number of clients at once, you can share the URL of your client portal. You can easily copy this URL from the domain setup section of your client portal's settings.
Once copied, this URL can be shared via email, text message, or any other communication channels you use to interact with your clients.
You might consider incorporating this URL into a welcome email or newsletter for new clients or posting it in an announcement on your main website or social media platforms.
Remember, your client portal is a hub for all your services. So, when sharing the URL, make sure to highlight the benefits and resources clients will gain by accessing the portal. This could include exclusive content, direct support channels, access to community group discussions, and more.