The client portal is the difference between a coaching practice that feels professional and one that operates like a Notion doc dump. The snapshot ships with a branded GHL-native client portal pre-configured.
What clients see when they log in
- Sessions — past session notes, recordings, action items
- Modules — if your engagement is module-paced, unlocked content
- Homework — current assignments, due dates, submission box
- Frameworks — your reusable tools (worksheets, canvases, prompts)
- Progress — visible streak/completion tracking (optional, can be hidden per client)
- Billing — current subscription status, recent invoices, payment-update link
- Account — name, email, SMS opt-in toggle, password reset
Branded to your practice
- Your logo, your colors, your domain (portal.yourpractice.com if you want)
- No “powered by HighLevel” anywhere visible to the client
- Your support email + chat path
What this replaces
Most coaches operate with:
- Email threads (“here’s the link again…”)
- A Google Drive folder the client never opens
- Loom recordings sent ad-hoc
- A Notion doc the client lost the URL to
- A separate Zoom calendar they have to dig for
The portal consolidates all of it. One login. Everything there.
Multi-engagement support
If a client moves from a 12-week intensive into a monthly retainer, they keep the same login. Past program content stays accessible (subject to your retention policy — defaults to 90 days post-engagement, configurable).
Mobile-friendly by default
Clients open the portal on their phone — typically during a lunch break, on the train, or while walking. The portal is responsive without you doing anything.