Brand Your Portal
1. Go to Settings > Portal > Branding.
2. Upload your logo (displayed in the portal header).
3. Set your primary and accent brand colors.
4. Customize the portal favicon.
5. Add your company name and tagline.
6. Preview changes in real-time before publishing.
Your portal reflects your brand, not ClientsPlace, giving clients a seamless experience.
Configure Portal Sections
1. Navigate to Settings > Portal > Layout.
2. Enable or disable portal sections: Dashboard, Documents, Invoices, Projects, Messages, Forms, Bookings.
3. Reorder sections by dragging them in the sidebar configuration.
4. Set which sections are visible by default for new clients.
5. Create custom portal pages with rich text content.
6. Save your layout configuration.
Set Up Custom Domain
1. Go to Settings > Portal > Domain.
2. Enter your desired subdomain (e.g., portal.yourbusiness.com).
3. Add the CNAME record to your DNS provider as shown in the instructions.
4. Wait for DNS propagation (usually 15-60 minutes).
5. Enable SSL (automatically provisioned once DNS is verified).
6. Test the portal using your custom domain.
Clients will access the portal at your branded URL with full SSL encryption.