The Client Portal is the home base your patients, community members, and affiliate partners land in when they interact with your practice online. From one login, a member can move between the sub-apps you've made available to them, such as enrolled courses, community groups, and affiliate partnerships, without needing separate logins for each.
Before a member can get full value out of the Client Portal, they need to complete their profile: name, email address, contact details, and any preferences your practice asks for. A complete profile is what lets the portal personalize their experience and keeps every connected sub-app working smoothly, whether that's a course they're taking, a community they've joined, or an affiliate dashboard they're tracking referrals in.
Note: Magic link (passwordless) sign-in is still rolling out to newly created Client Portal accounts, so it may not be available immediately on a brand-new account. Existing accounts keep full magic link access as usual.
Once a profile is filled out, members can move freely between the apps you've enabled for them using the app switcher in the top right corner of the top bar. Clicking it opens a dropdown listing every available app, and one click takes the member straight into it, whether that's their course library, a community feed, or their affiliate partnership dashboard.
Note: An accurate, up-to-date profile keeps this navigation smooth across every connected app. Encourage members to keep their profile current, since incomplete details can affect how they interact with courses and communities.
Every notification a member receives, whether it comes from a course, a community, or another sub-app, lands in one place: the Notifications tab, accessible from the bell icon in the top bar. Clicking a notification opens its details or takes the member directly to the relevant action.
Most in-app notifications also go out by email. When a notification links back to a community post, that post may open in a dedicated full-page view on the web, making it easier to read.
Note: Notifications sent through the Client Portal, including community notifications, are billed. Keep this in mind if a large or highly active member community is generating frequent notifications.
The table below covers every notification type members currently see inside the Client Portal, which sub-app triggers it, and what the in-app and email versions look like.
Notification type | Sub-app | In-app notification | Email notification |
Tagged in a comment | Communities |
|
| | Tagged in a post | Communities |
|
| | @everyone in comment | Communities |
|
| | @everyone in post | Communities |
|
| | Request to join (member view) | Communities |
|
| | Request to join (admin view) | Communities |
|
| | Membership approved | Communities |
|
| | Membership declined | Communities |
|
| | New course added in Learning tab | Communities |
|
| | New like | Communities |
| N/a | | New comment | Communities |
|
| | New reply on a comment | Communities |
|
|
Notification controls exist at two levels: what an individual member can turn on or off for themselves, and what your practice controls portal-wide as the owner.
What members control. Each member can independently turn email and push notifications on or off for:
Community updates
Course certificates
Likes on posts
Likes on comments
These settings live in the Manage Your Account section of the Client Portal, so members can quiet the notifications they don't want without losing the ones that matter to them.
What your practice controls. As the portal owner, you can set defaults around engagement notifications, specifically email alerts for likes on posts and likes on comments, across the entire portal. Owner-level settings can override an individual member's preference in some cases. When that happens, the member sees a tooltip explaining the setting is managed by your practice.
Go to the Client Portal, Communities, or Courses area.
Click the profile icon in the upper-right corner.
Select Manage Your Account from the dropdown.
Choose Notifications from the left-hand menu.
Use the toggle switches to turn email or push notifications on or off for each event type.
This lets members reduce inbox clutter while staying alert to the updates they actually care about, and gives mobile users independent control over push notifications separate from email.
Course and community automations, such as sending a welcome sequence after enrollment or tagging a contact when they join a community, are built in Workflows rather than inside the Client Portal itself. Quizzes attached to a course live in Quiz Builder, and if your practice runs member-facing chat support, that's managed under Chat Widget. Details on setting up commission structures and payout tracking for the affiliate sub-app live in Affiliate Manager; this guide only covers what an affiliate partner sees when they log into their portal.
HIPAA note: If your community groups or course discussions could surface patient health information (for example, a patient referencing their own treatment in a post or comment), treat that content as PHI. Set clear community guidelines discouraging members from sharing personal health details in public posts, and review moderation settings accordingly.
What is the Client Portal? It's the single login your patients, community members, and affiliate partners use to access the sub-apps your practice has enabled for them, such as courses, communities, and affiliate partnerships.
Why does a member need to complete their profile? A complete profile (name, email, contact details, preferences) personalizes the member's experience and ensures every connected sub-app works correctly. An incomplete profile can cause issues navigating between apps.
How do members switch between apps in the portal? They use the app switcher in the top right corner of the top bar. Clicking it opens a dropdown of every app available to them, and one click opens the selected app.
Where do members see their notifications? All notifications, whether from courses, communities, or other sub-apps, appear in one place: the Notifications tab, opened from the bell icon in the top bar.
Do members get emailed about notifications too? Yes. Most in-app notification types also trigger a matching email notification, with the exception of "new like" notifications, which are in-app only.
Are Client Portal notifications free to send? No. Notifications sent through the Client Portal, including community notifications, are billed, so factor that into highly active communities.
Can members turn off specific notification types? Yes. Members can independently enable or disable email and push notifications for community updates, course certificates, likes on posts, and likes on comments from the Manage Your Account section.
Can our practice control notification settings for everyone? Yes, to a point. As the portal owner, you can set portal-wide defaults for email notifications on post likes and comment likes, and those can override an individual member's preference. Affected members see a tooltip noting the setting is managed by your practice.
Is magic link sign-in available to every account? Existing accounts keep full magic link access. Newly created accounts may not have magic link sign-in yet, as it's still being rolled out.
Where do I set up the courses or communities themselves? This guide covers the member-facing portal experience. Building courses, communities, workflow automations, and affiliate programs is covered in their own dedicated guides within the Courses, Workflows, and Affiliate Manager collections.
