Quick Answer
What is the BizStackPro Client Portal?
The Client Portal is a centralized, branded hub where clients can access memberships, communities, affiliate resources, invoices, estimates, contracts, and other resources they have been given. You can connect it to a custom domain, apply your branding, and invite users with login emails, portal URLs, or secure magic links.
What the Client Portal Is
Managing memberships, invoices, contracts, and communication across different tools or messages can leave clients unsure where to go or what to do next.
The Client Portal brings these pieces together in a single branded space where users can access what they have been given and manage their own experience without relying on manual follow-ups.
Clients can use the portal to access memberships, communities, affiliate resources, invoices, estimates, contracts, and other available tools without needing to email you for every next step.
Without a centralized system, information can become scattered, support requests can increase, and simple tasks can turn into repeated back-and-forth communication.
Use the portal as your client headquarters
Add the portal link to welcome emails, invoices, proposals, receipts, and course onboarding so clients always have a clear place to return.
Client Portal at a Glance
Before You Begin
Prepare the information and assets needed to configure a consistent client experience.
- Choose the domain or subdomain you want to use.
- Confirm you can edit the domain’s DNS records.
- Prepare your portal name and description.
- Choose the colors that match your brand.
- Prepare a favicon, portal image, and logo.
- Confirm the support email and copyright information.
- Decide how clients will receive their portal access.
- Sign in to your BizStackPro account.
Benefits and Use Cases
The Client Portal creates a more consistent, self-service experience from onboarding through delivery.
Everything in One Place
Bring courses, communities, affiliate access, billing tools, documents, and updates into one dashboard to reduce support requests and unnecessary back-and-forth.
Self-Service Access
Clients can view, download, manage, or sign the resources and documents available to them.
Brand Consistency
Use your domain, logo, colors, and supporting images to create a recognizable experience from onboarding through delivery.
Flexible Business Uses
The portal can support agencies, creators, e-commerce businesses, event businesses, and service providers.
Custom Domain and Branding
Host the portal on your chosen domain or subdomain and style it to match the rest of your business.
Desktop and Mobile Access
Users can access the portal from supported desktop and mobile views.
Dashboard and Magic Links
Give users a clear path into the portal with its URL, login emails, or secure magic links.
Portal URL
Copy and share the portal URL through email, SMS, onboarding materials, or other client communications.
One-Click Login Email
Send contacts a secure login button that gives them direct access to the portal.
Global Magic Links
Insert secure login links in workflows and email templates or send them from individual contact records.
Temporary Magic Links
Temporary magic links expire after 15 minutes to provide more secure short-term access.
Track portal adoption
Compare the number of invitations sent with the number of users who join the portal to identify whether additional onboarding reminders are needed.
Invite Users to the Portal
Choose the invitation method that best matches the user and the resources they need to access.
Send a Login Email
Send a secure button for instant login from your contact list. This option can be used with multiple selected contacts.
Share the Portal URL
Send the portal address through email or SMS, or place it in your onboarding resources.
Invite from Connected Apps
Memberships, Communities, and Affiliate tools can invite users directly into the relevant portal experience.
Give Affiliates Access
Affiliates can log in to view their leads, customers, revenue, commissions, and affiliate links.
Give Members Access
Members can access their available courses through the portal as part of the same centralized experience.
Contracts and Estimates
The Client Portal gives contacts a central location for reviewing, signing, and downloading business documents.
Contract and Document Signing
Send contracts and documents for digital signing. Contacts can view, sign, and download signed copies from their dashboard.
Estimates on the Web
Use the dashboard widget to view an estimate with the eye icon or download it with the download icon. Select View All when additional estimates are available.
Estimates on Mobile
Open the Estimates tab, use the eye icon to view an estimate, and download it after signing.
Estimate Permissions
Portal administrators can enable or disable access to estimates through the available app permissions.
Set Up Your Client Portal
Configure the domain first, apply your branding, and then begin inviting clients.
Step 1: Open Domain Setup
Go to Sites → Client Portal → Settings → Domain Setup.
Select a Custom Domain
Select Custom Domain and enter the domain or subdomain you want the Client Portal to use.
Add the DNS Records
At your domain registrar, add the displayed A or CNAME records and point them to the target provided by BizStackPro.
Allow DNS to Propagate
DNS propagation can take up to 24–48 hours. After the records have propagated, click Update Domain.
Step 2: Open Branding Settings
Go to Sites → Client Portal → Settings → Branding.
Add the Portal Details
Set the portal name and description, and then choose the colors that match your brand.
Upload the Brand Assets
Upload the favicon, portal image, and logo. Use square images where appropriate for the best results.
Save the Branding
Add your support email and copyright information, and then click Save Settings.
Step 3: Invite Clients
Invite users from Memberships, Communities, or Affiliate tools, or send login emails from your contact list.
Add the Portal to Onboarding
Place the portal link in onboarding emails, receipts, and welcome resources. Use magic links when a user cannot find their login information.
Complete domain setup before branding
If you see Domain Setup is Pending!, finish the domain configuration before continuing with the portal branding.
Manage Client Portal Notifications
Notifications help clients stay updated about invoices, estimates, contracts, community activity, and other portal events.
Notification Settings for Portal Owners
- Go to Client Portal → Settings → Email Settings.
- Enable or disable the available notifications and customize their templates as needed.
Notification Settings for Portal Users
- Select the profile icon, open Manage Your Account, and then select Notifications.
- Adjust the available email and push preferences for invoices, estimates, contracts, community activity, and other events.
Client Portal Best Practices
Frequently Asked Questions
My branding changes aren’t showing in the Client Portal. What should I do?
Can I set different branding for different accounts?
Affiliates can’t access their stats. How can I fix this?
I updated DNS records for my portal domain, but it isn’t accessible yet.
What is the ideal favicon format and size?
Continue Learning
Continue learning how to manage portal users, subscriptions, membership access, and secure logins with these related guides.
