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What clients can access in the portal
Depending on which apps you enable in the portal’s permissions settings, clients can access:| Feature | What clients see |
|---|---|
| Courses | All membership courses and lessons the client is enrolled in |
| Communities | Community groups the client belongs to, including posts, comments, and events |
| Invoices | Outstanding and paid invoices, with the ability to pay online |
| Documents and contracts | Contracts sent for signature and signed documents |
| Subscriptions | Active subscription plans and payment history |
| Affiliate dashboard | Affiliate commissions, referral links, and payout history (if affiliate program is active) |
| Profile settings | The client’s own account name, email, and password |
How clients access the portal
Clients access the Client Portal in one of three ways:1. Direct URL
Share the portal URL with your clients. They navigate to the URL and log in with the email and password they set up when first invited or during checkout.2. Invitation email
From the Client Portal dashboard, click Invite to Client Portal and enter the client’s email address. The platform sends an invitation email with a link to set up their account and log in.3. Magic link
A magic link is a single-use, time-limited login link that lets a client access the portal with one click — no password required. Magic links are useful for onboarding emails, re-engagement campaigns, or any situation where you want to reduce friction for the client. To generate a magic link, click Generate Magic Link on the Client Portal dashboard and select or enter the client’s contact record.Client portal dashboard metrics
The portal dashboard shows:- Invited Users — number of contacts who have been sent a portal invitation
- Joined Users — number of contacts who have successfully logged in at least once
- Client Portal URL — the live URL for the portal
The portal vs. direct course access
Clients can access their courses and communities either through the Client Portal or through direct links to individual courses. The Client Portal provides the unified, professional experience — it is the branded home base that makes your business look like a polished platform rather than a collection of separate links. For clients who only need access to one course, a direct course link may be sufficient. For clients who have purchased multiple products, belong to a community, or receive invoices, the Client Portal provides a significantly better experience.The Client Portal requires clients to have a contact record in your HoopAI account. Clients created automatically through checkout, form submission, or manual import are eligible to be invited to the portal. Contacts must have a valid email address to receive the invitation.