How to set up the 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:

Using the left sidebar, navigate to the Sites tab then the Client Portal section. Proceed to the "Domain Setup." area.

Click on the option for a Custom domain and input your desired domain name.

Please note : 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:

Login to your Domain Registrar's dashboard. 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). Enter the details - for an A record, this would be the IP address 34.67.19.69 ; for a CNAME record, this would be the target domain preview.clientclub.net Save your changes.

Different registrars might have slight variations in the procedure, so here are some specific guides for popular registrars:

GoDaddy

NameCheap

Bluehost

HostGator

Google Domains

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.

Siteground: "Understand DNS Propagation & Why it Takes so Long" GoDaddy: "What factors affect DNS propagation time? | Domains" HostGator: "Propagation Times | HostGator Support" DomainKing.NG: "DNS Propagation – how long does it take?"

AccuWeb Hosting: "How long Nameservers propagation could take after ... Namecheap: "DNS Propagation – Explained - Domains" Webcentral: "What is the standard DNS propagation period?

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 subaccount's location ID as the prefix to the clientclub.net domain to be used as your Client Portal URL.

Access the Client Portal Section

Start by navigating to the client portal section within your account. This is typically accessed via the left navigation menu when logged into a sub-account.

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.

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:

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.