Setting Up Your Concours Pro Client Portal

Contents

• What is the Client Portal?
• Key Usage Cases for the Client Portal
• Benefits of the Client Portal
• Client Portal Settings
• Inviting Clients to Your Client Portal
• FAQs

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What is the Client Portal?

The Concours Pro Client Portal is a secure, central hub where your clients can interact with their accounts. Hosted on the subdomain clientclub.net, it’s designed to streamline client engagement by offering a single place to access affiliate commissions, join community groups, and enroll in online courses.

• Central Hub: Clients can manage affiliate earnings, participate in community groups, and access membership courses all in one spot, simplifying their interaction with your business.
• Custom Domains: Assign a unique domain to each account for a personalised feel, boosting client engagement.
• Brandable Design: Customise the portal with your logo, colours, and more to match your brand, ensuring a consistent client experience.
• Better Communication & Autonomy: The portal supports secure communication and lets clients take actions independently, improving satisfaction and retention.
• Simple Invitations: Invite clients easily via apps or by sharing the portal URL directly.

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Key Usage Cases for the Client Portal

The Client Portal is versatile and suits various business types. Here are some practical examples:

1. Online Education: For e-learning platforms, students can access courses, track progress, and connect with peers in community groups, creating a seamless learning experience.
2. SaaS Businesses: Affiliates can monitor referrals and commissions in one place, encouraging them to promote your software more actively.
3. Fitness Programs: Clients in online fitness programs can view workout plans, track progress, and engage with fitness communities.
4. Marketing Agencies: Each client gets a custom-branded portal, giving them ownership of their campaigns and streamlining communication.
5. E-commerce: Invite loyal customers to a VIP portal to access exclusive offers, track rewards, and join special community events.
6. Event Planning: Customise the portal for each event, allowing clients to access documents, updates, and communicate directly with planners.

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Benefits of the Client Portal

Using the Client Portal can transform how you engage with clients. Here’s why:

1. Easy Access: Clients find all key features—like affiliate commissions, community groups, and courses—in one place, reducing the need to juggle multiple platforms.
2. Client Independence: Empower clients to handle tasks on their own, boosting satisfaction by letting them solve issues without support.
3. Stronger Engagement: Community groups foster connection, making clients feel part of your brand and increasing loyalty.
4. Consistent Branding: Customise the portal to reflect your brand, building trust and reinforcing your identity.
5. Smooth Onboarding: Invite clients to the portal for a simple onboarding process, with all resources in one spot.
6. Professional Credibility: Custom domains add a polished, credible touch, enhancing client trust.
7. Efficient Communication: Reach clients in one place, and let them respond at their convenience, saving time for everyone.

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Client Portal Settings

Concours Pro’s Client Portal is hosted on clientclub.net, but you can personalise it with a custom domain to align with your brand. Here’s how to set it up.

Setting a Custom Domain

The Client Portal custom domain is the same as your custom domain for Online Courses and Communites. If you set a custom domain, all three features will share the same custom domain.

Follow these steps to configure a custom domain:

1. Go to Membership (or Sites) > Client Portal > Settings.
2. Click Domain Setup.
3. Select Custom domain and enter your preferred domain name.

Before proceeding, ensure your domain registrar points to the correct IP address or server. This is critical for your domain to work properly.

• For top level domains, eg your-domain.com.au, Set your A record to the IP address 34.67.19.69.
• For subdomains, eg your-sub-domain.yourdomain.com.au, set a CNAME record for ‘your-sub-domain’ to preview.clientclub.net.

Steps to Add A or CNAME Records:

• Log in to your domain registrar’s dashboard.
• Go to DNS settings.
• Add a new record, choosing A or CNAME.
• For A records, enter the IP address 34.67.19.69; for CNAME, use preview.clientclub.net.
• Save changes.

Check your registrar’s support for specific instructions.

Note: After updating DNS records, allow 24–48 hours for propagation, then click Update Domain. Propagation time varies based on your registrar, ISP, and location.

Customising Your Portal’s Branding

Note: You must complete the domain setup before accessing branding options. If you skip a custom domain, click Setup Domain to use your account’s location ID as a prefix to clientclub.net.

1. Go to Membership (or Sites) > Client Portal > Settings.
2. Click Branding.
3. Customise Appearance: Adjust the following:
   • Portal Name: Set the name displayed on the portal.
   • Portal Description: Add a brief description of the portal’s purpose.
   • Brand Colour One: Pick a primary colour for buttons and highlights.
   • Brand Colour Two: Choose a secondary colour to complement the primary.
   • Favicon: Upload a 16×16 pixel image (SVG, PNG, or JPG, 1:1 ratio).
   • Portal Image: Upload a square image (up to 720×720 pixels, SVG, PNG, or JPG).
   • Logo: Upload a logo (up to 200×200 pixels, SVG, PNG, or JPG, 1:1 ratio).
   • Support Email: Provide a contact email for client queries.
   • Copyright: Add copyright info, e.g., “© 2025 Your Business Name”.
   • Advanced Settings: Include Custom CSS, Custom Javascript and Tracking header and footer code to run on your portal
4. Click Save Settings to apply changes.

Setting Your Portal’s App Permissions

You can choose the specific applications (Concours Pro features) you’d like to feature for your client portal users. Any non-selected apps will remain hidden, even if users have access to them.

Apps that can be shown on the portal are:

• Communities
• Courses
• Affiliates
• Billing and Subscription
• Contracts
• Estimates
• Shared files

You can also select the default landing page for your portal from any of the selected apps, or the home page.

Customising Your Portal’s Email Notifications

1. Go to Membership (or Sites) > Client Portal > Settings.
2. Click Email Settings.
3. Select a tab to view it’s email notification settings: Communities, Certificates or Courses.
4. Check the boxes next to each type of notification to switch on/off, and click the template button to view and change the template.

New templates can be created by going to Marketing > Email > Templates.

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Inviting Clients to Your Client Portal

Inviting clients to the portal enhances their experience and builds a sense of community. It’s a one-stop hub for accessing key resources and updates. Here are two ways to invite clients:

Inviting via Child Applications

Invite clients directly from specific apps or services within the portal, such as:

• Membership Courses: Existing course users can log in to the portal with their current username and password, accessing courses alongside the traditional method. For accounts without courses, set them up directly in the portal.
• Community Platform: Community group access is available for client engagement.
• Affiliate Program: Invite affiliates via Marketing > Affiliate Manager > Campaigns > Edit Campaign. Copy the signup link to share, allowing affiliates to join and access referral links, commissions, and earnings in the portal.

Sharing the Portal URL

For a broader approach, share the portal URL directly:

• Copy the URL from the Domain Setup section.
• Share it via email, SMS, newsletters, or social media.
• Highlight the portal’s benefits, like exclusive content, support channels, and community discussions, to encourage sign-ups.

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FAQs

1. I’ve branded my portal, but the changes aren’t showing. What’s wrong?
   
   This could be a cache issue. Clear your browser’s cache or view the portal in an incognito window. If the problem persists, contact our support team.
   
2. Can I set different branding for different accounts in the portal?
   
   Yes, you can customise branding for each account. Navigate to the account, go to Branding, and adjust logos, colours, and other elements to match the account’s identity.
   
3. My affiliates can’t access their stats in the portal. What should I do?
   
   Verify they have the correct login details and permissions to view stats. If issues continue, reach out to our support team.
   
4. I set up DNS records correctly, but the portal isn’t accessible. Why?
   
   DNS changes can take up to 48 hours to propagate. If it’s been longer, contact your domain registrar for assistance.
   
5. I can’t upload my favicon. What’s the ideal format and size?
   
   Use a 1:1 ratio image (SVG, PNG, or JPG) with a maximum size of 16×16 pixels. If it still doesn’t work, contact our support team.