Your clients have the ability to log in at any time to the client portal for accessing courses, communities and overseeing their affiliate pay-out.
How to swap your Magic login link to the client portal feature:
Navigate to Memberships on the left hand side menu > then to 'Courses' > 'Settings':
Navigate through to 'Site Details':
In your Site Info navigate to the 'read more' button in the blue box to migrate to the Client portal login for Memberships:
Click through the pop up to note the FAQs:
Once you are ready select the Blue 'Migrate' button at the bottom of the pop up:
Now you will see your screen change to look like the below screenshot. You can now copy your new Site URL underlined in the screenshot and update this in your Login Link in Marketing > Triggerlinks
Then save once complete:
Please refer to the article below to customize your Client portal:
https://intercom.help/zipleads/en/articles/9012082-how-to-set-up-the-client-portal
Client Portal FAQs
What are the benefits of using client portal?
The client portal provides access to a wide range of features, including courses, communities, affiliates, and more, all within a single platform and using the same login credentials
Will my users need to create a new account if I transition to the client portal?
The user can continue to use legacy membership credentials even inside the new client portal.
Will my Membership PWA work with new client portal ?
The PWA won't be compatible with the new client portal.