What is the GoHighlevel Client Portal?
GoHighlevel has recently introduced a new feature called the client portal. The purpose of the client portal is to combine a new feature called communities with two existing features, membership courses and an affiliate portal, into one area where all of these features can be accessed. Before the client portal, there was a separate login for any online courses created and a separate portal for handling affiliates within an organization.
The client portal streamlines access to resources within GoHighlevel in one location. Moving forward, this feature will be the hub for any new features GoHighlevel users want to provide to their clients or customers.
What is GoHighlevel/Highlevel?
GoHighlevel, or just Highlevel as its users call it, is an all-in-one sales and marketing platform for marketing agencies and small businesses. The GoHighlevel platform offers every tool needed to run a business successfully at a fixed monthly cost. The GoHighlevel platform allows you to Whitelabel their software so agencies can use this platform and brand it like it was their own. This allows agencies to create a Software as a Service (SaaS) business and an additional monthly recurring revenue stream.
Typically, agencies would perform a job for their client, like building a website or running Facebook ads, only to have the job end or the client cancel their service. Now, agencies have to continue to market to find another client. Now, with GoHighlevel, you can migrate your clients off whatever CRM, email marketing tool, phone system, or funnel software they may be using and run their business entirely off the GoHighlevel platform. The best thing about this is that your clients pay you monthly for these services. You can charge $297, $497, or whatever you want to charge for these services, and your client continues to pay for these each month like a utility, creating a stable recurring monthly revenue.
GoHighlevel sets no limits for its users on any paid plan so that you can have unlimited contacts, websites, funnels, email or text templates, and workflows. There are also no limits for storage so you can host as many videos, files, documents, or images as you or your clients may have.
For a complete list of features for this platform, you can look at my article GoHighlevel Review.
If you are interested in how GoHighlevel structures its pricing, review my article GoHighlevel Pricing Plans.
What is this new Community Feature?
The Communities feature is a comprehensive tool provided by the CRM platform that enables the creation and management of online communities. It is a hub for discussion, learning, networking, and knowledge-sharing.
Some of the critical components of this new feature include
Group Creation
Users can create groups based on specific interests, topics, or industries. These groups serve as sub-communities where members can engage in focused discussions, share insights, and collaborate on projects.
Domain Setup
The platform allows users to set up their custom domain or use a pre-configured subdomain, providing a personalized experience for community members.
Community Customization
Users can customize their communities, including group name, description, URL, branding (colors, logos, cover images), and promotional links. This allows users to create a unique and branded experience for their community members.
Group Management
The person who creates a group becomes the owner and assumes administrative responsibilities and privileges. This feature offers different roles for group management, including admins, moderators, and members, each with its permissions and responsibilities.
Membership Management
Potential members can join a group by creating a community profile and signing up via the group’s unique URL. Once they sign up, they can participate in any available community groups.
Learning and Networking Opportunities
The communities provide a platform for users to learn from various courses, participate in discussions and events, vote in polls, and connect with like-minded individuals.
Here are some of the most common use cases.
E-Learning Platforms
An organization offering various online courses could use the Communities feature to set up different groups for each class or subject. This allows learners to engage in focused discussions, share insights, ask questions, and collaborate on projects pertaining to their course. Instructors can share resources, answer questions, and facilitate discussions.
Corporate Communication
The Communities feature could allow various departments to collaborate in a large corporation. Each department could have its group, enabling focused discussions, announcements, document sharing, and project collaboration. It could also be used for company-wide announcements and discussions.
Product Development
Tech companies could use Communities to set up groups for beta testers of their new products. These users can share their feedback, report bugs, and suggest improvements, while the company can provide updates, answer questions, and gather valuable user insight for product enhancement.
Customer Support
Companies can create a community where customers can join groups based on their product or service. Within these groups, customers can ask questions, share tips and tricks, and provide product feedback. On the other hand, companies can offer support, share product updates, and engage with their user base.
Professional Associations
Associations or clubs could use the Communities feature to engage their members. They could have different groups for various activities or interests, allowing members to join the ones they are interested in. These groups can be used for sharing information, planning events, and having discussions.
Marketing Agencies
Agencies could set up communities for their clients, with separate groups for different services or campaigns. This allows for efficient coordination and communication about project updates, performance metrics, and other relevant discussions.
How to setup Client Portal in GoHighlevel?
There are two steps in getting the client portal configured for use.
Setting up the Domain
To set up the URL for the client portal, you must get the domain name configured. You would go to Sites > Client Portal > Domain Setup from the main menu.
To set up the domain name, you must configure one of two DNS records on this screen. You must set up either an A or CNAME record pointing to GHoHighlevel. Once these have been set up, the client portal can be accessed using the URL.
Branding the Portal
You will find these settings under Sites > Client Portal > Branding
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 16×16 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 720×720 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 200×200 pixels.
Support Email
Specify an email address your customers can contact for support or questions related to the portal.
Copyright
You can enter copyright information here. This is typically something like “© 2023 Your Company Name.” It helps protect your content and establishes your company’s claim over the content.
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.
GoHighlevel Client Portal Conclusion
GoHighlevel continues to amaze me with how they update its platform to include new relevant features for its users. The client portal is the next step towards consolidating multiple parts together to provide a better client experience with the platform. Now that this feature has been released, I expect GoHighlevel to improve on this feature and the overall Gohighlevel platform.
Thank you for reading my article, and have a great day.
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