Customizing your Client Portal gives all participants a more professional look and exclusive feel, resulting in a higher conversion and completion rate for your courses and increasing engagement in your communities.

To configure these settings, select the Settings option inside the Client Portal tab of the Sites section.

Setting Up a Custom Domain #

Proceed to the “Domain Setup” area. Click on the option for a Custom domain and input your desired domain name. Select Update Domain to continue.

Note: Before setting 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. This is an essential step in ensuring that your domain correctly refers to your server, enabling it to function properly.

How to Add “A Records and CNAME Records” #

• Login to your Domain Registrar’s dashboard and navigate to the DNS settings. Here, you will find an option to add a new record.
• Select the type of record you want to add (A or CNAME).
• For an A record, this would be the IP address: 162.159.140.166, and the target domain for the CNAME record is clientportal.ludicrous.cloud.
• Save your changes.

Note: It is 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 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.

Note: Typically, it is suggested that DNS propagation should be allowed between 24 and 48 hours.

Branding Your Client Portal #

Complete the domain setup process before you access and modify the branding settings. This connection is crucial because it allows clients to access the portal through your selected web address. It’s essentially the foundation of 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 subaccount’s location ID as the prefix to the domain to be used as your Client Portal URL.

Go to Branding Option #

Locate and select the “Branding” option from the Client Portal settings to begin personalizing your portal. Within the “Branding” section, you can fully customize the look and feel of your client portal. Here are the options available:

• Portal Name: This will be displayed prominently on your portal.
• Portal Description: This description will be visible to your clients and should briefly describe your portal or its services.
• Brand Color One: 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: 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 16×16 pixels.
• Portal Image: The “Portal Image” section allows you to upload your brand’s square image in SVG, PNG, or JPG formats. The image dimensions should not exceed 720×720 pixels.
• 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 200×200 pixels.
• Support Email: Specify an email address your customers can contact for support or questions related to the portal.
• Copyright: This is typically something like “© 2023 Your Company Name.” It helps protect your content and establishes your company’s claim over the content.
• Advanced: This allows you to add code and further customize your client portal.

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.

Configuring App Permissions #

In the Client Portal Settings, you can manage child app permissions effectively. To initiate this process, navigate to and select the “App Permissions” option.

Enabling or Disabling Apps #

Within the App Permissions section, you will find a comprehensive list of all apps and features linked to your portal. Utilize the check box next to each app to turn each feature on or off. If an app is disabled, it will no longer be visible on your client portal interface, even if users access it.

Configuring Your Default Page #

Choose your preferred page from the dropdown menu within the “Select default landing page” section. This determines the page users will see upon logging into the client portal, ensuring users are directed to the most relevant and useful page. Click “Save Settings” to apply the changes.

Email Settings #

These let you customize the notifications sent out regarding your Groups and Courses. For more information on how to customize and manage email notifications, please check our related articles in this category.

Customize Email #

Customize and add email templates to your client portal to enable email notifications for courses and groups.

Personalizing your Client Portal creates a more professional and engaging experience for your users, which can lead to higher conversion and completion rates. By setting up a custom domain, refining your branding, and adjusting app permissions, you ensure the portal reflects your company’s identity and meets your client’s needs.

Frequently Asked Questions #

Where do I configure Client Portal settings? #

Select the Settings option inside the Client Portal tab of the Sites section to access domain, branding, app permissions, and email settings.

Do I have to use a custom domain? #

No. If you don’t set up a custom domain, clicking Setup Domain will use your subaccount’s location ID as the prefix for your Client Portal URL.

What DNS records do I need for a custom domain? #

Add an A record pointing to 162.159.140.166, or a CNAME record targeting clientportal.ludicrous.cloud, in your domain registrar’s DNS settings, then allow 24 to 48 hours for propagation.

What can I customize in the Branding section? #

You can set the portal name and description, two brand colors, a favicon, portal image, logo, support email, copyright text, and advanced custom code.

How do I control which apps appear in the portal? #

Use the App Permissions section to toggle each app or feature on or off. Disabled apps are hidden from the client portal interface.

Can I set which page clients see when they log in? #

Yes. Choose your preferred page from the “Select default landing page” dropdown and click Save Settings to apply it.