> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client portal overview

> Portal setup, portal features, and custom domain configuration.

The Client Portal is a branded, client-facing web interface where your members and customers log in to access everything relevant to their relationship with your business. Courses, communities, invoices, documents, and subscriptions are consolidated under a single branded URL — clients never see any HoopAI branding unless you choose to include it.

<CardGroup cols={2}>
  <Card title="Portal setup" icon="gear" href="/client-portal/portal-setup">
    Configure branding, colors, logo, and the default landing page for your portal.
  </Card>

  <Card title="Portal features" icon="table-cells" href="/client-portal/portal-features">
    Enable or disable the apps and sections that clients see when they log in.
  </Card>

  <Card title="Custom domain" icon="globe" href="/client-portal/custom-domain">
    Connect a custom domain or subdomain so clients access the portal at your own URL.
  </Card>
</CardGroup>

## Getting started

<Steps>
  <Step title="Open the client portal settings">
    Navigate to **Sites > Client Portal** (or the equivalent in your account navigation). The portal dashboard shows invited users, joined users, and the live portal URL.
  </Step>

  <Step title="Configure branding">
    In the portal setup, upload your logo, set brand colors, and choose the default page clients land on after logging in. The portal should reflect your business identity, not the platform's.
  </Step>

  <Step title="Enable portal features">
    In the portal features settings, toggle on the apps and sections you want clients to see — courses, communities, invoices, documents, subscriptions, and the affiliate dashboard. Each can be enabled or disabled independently.
  </Step>

  <Step title="Connect a custom domain">
    Assign a custom domain or subdomain so the portal lives at your own branded URL. Clients access the portal at this address rather than a generic platform URL.
  </Step>

  <Step title="Invite clients">
    From the portal dashboard, click **Invite to Client Portal** and enter a client's email address. The platform sends an invitation email with a setup link. Alternatively, generate a magic link for frictionless one-click access.
  </Step>
</Steps>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What can clients access inside the portal?">
    Depending on which features you enable, clients can access their enrolled courses, community groups, outstanding and paid invoices, documents and contracts sent for signature, active subscription plans, and an affiliate dashboard with referral links and commission history. Each section can be toggled on or off individually.
  </Accordion>

  <Accordion title="How do clients log in to the portal?">
    Clients log in using the email and password they set up when first invited or during checkout. Alternatively, you can send a magic link — a single-use, time-limited login link that lets a client access the portal with one click and no password required.
  </Accordion>

  <Accordion title="What is a magic link?">
    A magic link is a one-click login URL that grants a specific client access to the portal without requiring their password. Magic links expire after a set time and can only be used once. They are useful for onboarding emails, re-engagement campaigns, or any situation where you want to minimize friction.
  </Accordion>

  <Accordion title="Does a client need to be a contact in my account?">
    Yes. The Client Portal requires clients to have a contact record in your HoopAI account with a valid email address. Clients created through checkout, form submission, or manual import are eligible to be invited. Contacts without a valid email cannot receive an invitation.
  </Accordion>

  <Accordion title="Can I set the portal as the redirect destination after checkout?">
    Yes. Setting the Client Portal as the post-checkout redirect means clients are taken directly to the portal after payment, where their course or membership is ready immediately. This eliminates the confusion of locating a separate login link and improves the post-purchase experience.
  </Accordion>

  <Accordion title="Will clients see HoopAI branding in the portal?">
    Not by default. The portal is designed to display only your branding — your logo, colors, and domain. HoopAI branding is not shown to clients unless you add it yourself.
  </Accordion>
</AccordionGroup>