Client Portal & Memberships: Setting Up Access and Design

The Client Portal serves as the branded hub where your clients access their courses, content, and community. By managing access through Offers and Workflows, you ensure immediate, error-free delivery, maintaining your operational efficiency.

Designing and Branding the Client Portal

The Portal is your client’s first impression of your premium content, so aesthetic clarity is essential. Clients will access the Portal via your subdomain (e.g earn.pulsehub.nz).

Steps to Customise the Theme

1. Access the Theme Customiser:

   • Navigate to Sites → Memberships → Settings.

   • Click on the Theme Customiser tab.

   

2. Customise the Library:

   • Ensure this page reflects your brand's aesthetic by:

     • Applying your brand's colours to the background and card accents.

     • Uploading a high-resolution version of your logo.

     • Using your chosen fonts for headings and body text to maintain visual consistency.

3. Customise Product Themes:

   • Each course product can use a specific theme. Select a clean, minimalist theme and ensure it is consistent across all products for a unified user experience.

Connecting Courses with Offers

Courses are not sold directly; they are packaged into Offers. An Offer is the pricing and access key that grants a client permission to see one or more products (courses).

Steps to Create an Offer

1. Create the Offer:

   • Navigate to Sites → Memberships → Offers.

   • Click + Create New Offer.

2. Link Products:

   • In the Offer settings, select the specific Products (Courses) to include in this bundle.

3. Set Pricing:

   • Link the Offer to a Stripe Product in the Payments section to define the price (e.g., $97 one-time payment or $17/month subscription).

4. Publish:

   • Ensure the Offer is published to make it available for sale.

Automating Course Access

Use an Automation Workflow triggered by a successful payment to manage access. This guarantees immediate access and removes manual steps.

Workflow Setup

1. Navigate to Workflows:

   • Go to Automations → + Create Workflow.

2. Add Trigger:

   • Set the trigger to → Order Form Submission or Product Purchased.

   • Filter the trigger by selecting the sales funnel and Offer the client just bought.

3. Workflow Action: Granting Access:

   • Click + → Action: Grant Offer.

   • Select the specific Offer you created (e.g., "PulseHub Foundations Offer").

   • Immediately follow the Grant Offer action with a Send Email step. This email must include the client’s unique login link and instructions on accessing the portal.

Crucial Login Link

Use the Custom Value {{workflow.client_portal_login_url}} in your welcome email. This custom value directs the user to the correct login portal (learn.pulsehub.nz).

The Client Experience

Once the automation is active, the client's journey is seamless:

1. Purchase: Client buys the Offer via your funnel.

2. Trigger: The successful purchase instantly triggers the workflow.

3. Access: The workflow grants the Offer and sends the welcome email with the secure login link.

4. Login: When the client clicks the link, they are directed to your custom domain portal, where they set their password and immediately see the courses included in their granted Offer.