> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.getdollie.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Setting up your Client Portal # 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: 1. Configure portal details 2. Set up your custom domain 3. 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.