This client portal gives users easy access to the information and self-service tools they need — and it’s all built using Ontraport’s Dynamic CMS. Here are some of its coolest features:
- Immediate access: Once clients pay, they’ll automatically get access to their own personal portal.
- Account management: Clients can change their passwords and manage their account details.
- Files and documents: Clients have access to view and add their files and documents.
- Personal overview: Clients can see and edit their personal details, and schedule calls.
- Learning resources: At a glance, clients can access additional resources like courses and podcasts.
- Intake forms: If clients have a new request, project or anything else to share, they can fill out an intake form that collects all the information needed to complete it smoothly then it’s automatically saved to the team’s internal records.
- Future purchases: Clients get a full view of the products and services available to them. Each one is organized by category and includes a link to learn more.
- Affiliate program: Clients who choose to become referral partners can get tips on how to refer, view their earnings and schedule a partner call with the team.
- Support: If any issues arise, clients can easily adjust which additional users (if any) have access to their portal.
