Client Portal — StudioM Platform Guide¶

Who this guide is for: Business owners who want to give their clients a branded online hub where they can access invoices, courses, communities, and documents. Time to read: Approximately 8 minutes

What Is the Client Portal?¶

The Client Portal is a private, branded website where your clients log in to access everything related to your services — invoices, signed contracts, purchased courses, community groups, and upcoming appointments — all in one place.

Instead of emailing individual documents and having clients search their inbox for links, everything is organised and accessible in the portal whenever they need it.

What clients can do in the portal: - View and pay outstanding invoices - Access courses and training they've purchased - Participate in community groups - View and sign documents and contracts - See upcoming appointments - Track their affiliate referrals (if they're an affiliate)

What you control: - Which sections appear in the portal (you can show only what's relevant) - The branding (logo, colours, name) - Who has access (by invitation only)

Need StudioM Support for This? The portal's custom domain, initial branding configuration, and domain setup are managed by StudioM. Contact us to get your portal configured. Once set up, you manage invitations and content yourself.

How to Get There¶

Navigate to: Sites (left sidebar) → Client Portal

Inviting Clients to the Portal¶

Clients don't automatically get portal access — you invite them. There are several ways to do this:

Option 1: Send an Invitation from the Contact Record¶

Open the contact record
Find the Client Portal section (on the right side of the record)
Click Send Portal Invitation
The client receives an email with their login link

Option 2: Via a Workflow¶

Set up a workflow to automatically send portal invitations when specific events occur: - When an invoice is created → invite client to portal to pay online - When a course is purchased → invite client to access their course - When a contract is sent → invite client to the portal to sign

This automates the invitation process so clients always get access at the right moment.

Clients don't need to remember a password. They access the portal using a magic link — a secure, one-time link sent to their email address. Every time they want to log in: 1. They go to your portal URL 2. They enter their email address 3. They receive an email with a secure login link 4. They click the link and they're in

This is simpler for clients than remembering a password, and just as secure.

What Clients See: The Portal Dashboard¶

When a client logs in, they see a dashboard with cards for each section available to them:

Section	What It Shows
Invoices	Outstanding invoices requiring payment; paid invoice history
Courses	Courses they have access to; progress on each
Documents	Contracts pending signature; signed document history
Communities	Community groups they're a member of
Appointments	Upcoming appointments
Affiliates	Referral stats and commission history (if they're an affiliate)

Only sections with content show up — a client who hasn't been enrolled in any courses won't see the Courses section.

Invoices in the Portal¶

When you send an invoice, the client can access and pay it through the portal:

You create and send an invoice (see the Payments guide)
The client receives an email notification
They log into the portal → Invoices section
They click the invoice and pay online

Paid invoices remain visible in their history so they can download receipts any time.

Documents and Contracts in the Portal¶

Send contracts and agreements through the portal for electronic signing:

Create your document in Payments → Documents & Contracts (see the Documents guide)
Send it to the contact
The client is notified via email and sees the document in their portal
They click to open, review, and sign
Both parties receive a copy of the signed document

Document statuses clients see: - Pending Signature — requires their signature - Partially Signed — a multi-party document awaiting other signatures - Signed — completed; available to download as PDF

Courses in the Portal¶

When a client purchases or is granted access to a course, it appears in their portal automatically:

Client clicks Courses in the portal sidebar
They see all courses they have access to with progress indicators
They click a course to enter the course player
They navigate through modules and lessons, watch videos, read content, and complete quizzes

Course progress is tracked automatically: - Completion percentage is shown on each course card - Lessons marked as complete when the client views them - Completion certificates are available for download when a course is finished (if enabled)

Drip content: If you've set lessons to unlock on a schedule (e.g., one module per week), locked lessons show a "coming soon" date. Clients can see what's coming but can't access it until the unlock date.

Communities in the Portal¶

Community groups are discussion boards — like a private Facebook Group, but inside your portal. Members can post, comment, react, and connect.

When a client is added to a community group, they access it through the portal: 1. Click Communities in the portal 2. See all groups they belong to 3. Browse the feed, post, comment, react

How clients join a community: - You add them manually from the community settings - A workflow adds them after a purchase or trigger event - They purchase access to a paid community through an order form

Managing Portal Access¶

Granting Access¶

Invite individual clients as described above, or use workflows to automate invitations.

Checking Who Has Access¶

Go to Sites → Client Portal
View the list of contacts with portal access and their last login

Revoking Access¶

If you need to remove a client's portal access: 1. Open their contact record 2. Find the Client Portal section 3. Click Remove Portal Access

This immediately prevents them from logging in. Their data (invoices, signed documents) remains in your system — only their ability to access the portal is removed.

Customising the Portal¶

What You Can Configure¶

Navigate to Sites → Client Portal → Settings to adjust:

Welcome message — shown at the top of the dashboard when clients log in
Sections to show — toggle individual sections on or off (e.g., hide Affiliates if you don't run an affiliate programme)
Notification emails — customise the email templates sent to clients for invitations and portal activity

Need StudioM Support for This? Logo, colours, the portal's custom URL, and deeper branding changes are configured by StudioM. Contact us for any visual customisation.

Portal Notifications¶

Clients receive email notifications automatically for key events:

Event	Notification
Portal invitation sent	Welcome email with login link
New invoice issued	Invoice notification with payment link
Invoice paid	Payment receipt
Document sent for signature	Signature request email
Document fully signed	Confirmation with signed copy
Course access granted	Course welcome email
Appointment booked	Confirmation and reminder emails

Common Questions¶

Q: Do clients need to create a username and password? No — the portal uses magic link authentication. Clients enter their email address and receive a one-click login link. No password needed.

Q: Can clients edit their own information in the portal? Clients can update their personal profile details (name, phone, email) within the portal. They cannot modify contacts records or business settings.

Q: What if a client can't log in? Most login issues are caused by the client entering an email address that doesn't match their contact record, or their invitation email going to spam. Have them check their spam folder, or resend the invitation from their contact record.

Q: Can I give different clients access to different courses? Yes — course access is granted individually. Each client only sees courses they've been enrolled in or have purchased.

Q: Can I use the portal for business clients (B2B) where multiple people from the same company need access? Each person needs their own contact record and portal invitation. Currently the portal is individual per contact, not per company/organisation.

Q: Is the portal mobile-friendly? Yes — the portal is responsive and works on phones and tablets. Clients access it through their web browser on any device.

Q: What URL do clients use to access the portal? Your portal has a custom URL configured by StudioM. It will be something like portal.yourbusiness.com. Contact StudioM Support if you're not sure what your portal URL is.

Troubleshooting¶

Issue	What to Try
Client can't log in	Confirm their email matches their contact record; resend the invitation
Invitation email not received	Check their spam folder; confirm DND isn't enabled on the contact
Course not showing in portal	Verify they're enrolled in the course (check Memberships → Courses → Students)
Invoice not appearing	Confirm the invoice was sent to that contact (not a different contact record)
Document shows as "pending" after signing	Refresh the portal; check if a multi-signer document has other signatures outstanding
Portal not loading	Contact StudioM Support — the domain configuration may need attention

Need Help?¶

Contact StudioM Support any time.

Email: support@makoa.us
Live Chat: Available inside the platform