Introduction

The Client Portal is a powerful tool that allows your agency to provide a professional, branded interface for your clients to access their WordPress sites, invoices, and support. This guide will walk you through the setup process from start to finish.

Benefits for Your Agency

- Streamlined Client Management: Manage all client interactions through a single, organized interface.
- Professional Branding: Customize the portal with your agency's branding for a cohesive client experience.
- Automated Billing: Connect Stripe to handle subscriptions and payments automatically.
- Client Self-Service: Reduce support overhead by giving clients access to their sites and billing information.

Setting Up Your Client Portal

Setting up your client portal is a simple three-step process:

Configure portal details
Set up your custom domain
Connect Stripe for payments

Step 1: Portal Details

This is where you'll establish your brand presence in the client portal.

- Navigate to Clients → Portal Setup in your dashboard.
- Enter your Portal Name (e.g., "Acme Agency Client Portal").
- Add a Tagline that describes your services (e.g., "WordPress Development & Support").
- Choose your Brand Color which will be used throughout the portal.
- Upload your Company Logo (recommended size: 200x50px, PNG or SVG with transparent background).
- Write a Welcome Message that will greet clients when they log in.
- Click Save & Continue to proceed to the next step.

!Portal Setup - Step 1

Pro Tip: Keep your welcome message concise and friendly. Include key information about how clients can use the portal.

Step 2: Domain Setup

A custom domain creates a professional experience for your clients.

- Enter your desired Domain/Subdomain (e.g., clients.youragency.com).
- The system will validate your domain format.
- Click Save & Continue to proceed.

!Portal Setup - Step 2

Note: You'll configure the actual DNS records after completing the setup wizard.

Step 3: Stripe Connection

Connect your Stripe account to accept payments and manage subscriptions.

- Click Connect Your Stripe to authorize the connection.
- You'll be redirected to Stripe to approve the connection.
- After connecting, you'll see a confirmation message.
- If you have existing Stripe customers, you can select which ones to import.
- Click Import Selected Customers if you've selected customers to import.
- Click Save & Complete Setup to finish the wizard.

!Portal Setup - Step 3

Pro Tip: Only import customers that you want to manage through the client portal. You can always import additional customers later.

Post-Setup Configuration

Configuring DNS Records

After completing the wizard, you'll need to set up DNS records for your custom domain. In your domain registrar's control panel, create the following DNS record:

- Type: CNAME
- Name: @ or subdomain (depending on your setup)
- Value: clients.yourdomain.com
- TTL: 3600 (or Auto)

DNS changes typically take 24-48 hours to propagate globally.

!DNS Configuration

Important: Until your DNS is properly configured, you can still access your portal through your default URL.

Creating Products

Now that your portal is set up, you'll want to create products that your clients can purchase:

- Navigate to Clients → Products.
- Click Create Product.
- Fill in the product details:
- Name: Name of your service (e.g., "WordPress Maintenance Plan")
- Price: Monthly/yearly cost
- Description: What's included in this service
- Configure additional options like trial periods or feature lists.
- Click Save to publish the product.

!Product Creation

Inviting Clients

Invite your clients to the portal:

- Go to Clients → Client List.
- Click Add Client.
- Enter the client's details:
- Email address
- Name
- Company
- Click Send Invitation.

Your client will receive an email with login instructions.

Best Practices

- Branding Consistency: Ensure your portal branding matches your agency website for a seamless client experience.
- Clear Product Descriptions: Write detailed descriptions of your services so clients understand exactly what they're purchasing.
- Regular Updates: Keep your products and information up-to-date to maintain client trust.
- Onboarding Email: Consider creating a welcome email template that introduces clients to the portal and explains how to use it.
- Support Documentation: Create help articles or tutorials to guide clients through common tasks in the portal.

Troubleshooting

Domain Not Working?

- Verify your DNS records are correctly configured.
- Check that 24-48 hours have passed since the DNS changes.
- Ensure there are no conflicting DNS records.

Stripe Connection Issues?

- Verify your Stripe account is properly set up and verified.
- Check that you have the correct permissions in your Stripe account.
- Contact support if connection problems persist.

Need More Help?

Contact our support team at support@example.com or through the support chat in your dashboard.


By following this guide, you'll have a fully functional client portal that streamlines your agency operations and provides a professional experience for your clients. The portal will help you manage billing, reduce support overhead, and create a more professional impression for your agency.

Updated on: 09/03/2025