Portal features

The Client Portal consolidates multiple client-facing features under a single branded interface. Each feature is delivered as a modular app that can be enabled or disabled independently. This page explains what each feature provides to clients and how to get the most out of each one.

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Courses

The Courses section shows all membership courses and products the client has purchased or been enrolled in. Each course displays:

• Course title and cover image
• Progress indicator (percentage of lessons completed)
• Estimated completion time (if configured)
• Direct links to resume from where they left off

Within a course, clients navigate through modules and lessons, watch videos, read content, complete quizzes, and download attachments. Lesson completion is tracked automatically, and certificates (if configured in the course settings) are issued when the course is finished.

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Drip content

If a course uses drip scheduling, clients see lessons unlock over time according to the schedule you set. Locked lessons display the date they will become available, giving clients a clear roadmap of what is coming.

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Course access after portal invitation

Clients see only the courses they are enrolled in. If a client’s enrollment is removed or expires (due to a subscription cancellation, for example), the course is no longer accessible in the portal even if the client is still logged in.

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Communities

The Communities section displays all community groups the client belongs to. Inside a community, clients can:

• Browse the feed — view posts from other members and from administrators
• Create posts — share text, images, links, polls, and events
• Comment and react — engage with other members’ posts
• View members — browse the member list and view member profiles
• Access events — register for and attend community events
• Use direct messaging — send private messages to other community members (if enabled)

Communities are a powerful retention tool — members who are active in a community stay subscribed longer and are more likely to purchase additional products.

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Invoices

The Invoices section shows the client’s full billing history. Clients can:

• View all invoices (paid, outstanding, and overdue)
• Download a PDF copy of any invoice
• Pay outstanding invoices online using the payment method connected to your account (Stripe or other configured payment provider)
• View payment receipts for completed transactions

Invoices are created in the Payments section of the HoopAI platform and are automatically associated with the client’s contact record. Once the portal is enabled, all invoices attached to a client are visible in their portal without any manual steps.

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Partial payments and payment plans

If an invoice has a payment plan configured, clients see the outstanding installments and their due dates. They can pay the next installment directly from the portal.

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Documents and contracts

The Documents section shows all contracts and documents that have been sent to the client for signature, as well as completed signed documents. Clients can:

• View the full text of a contract
• Sign documents electronically (e-signature)
• Download signed copies of completed documents

Documents are created and sent in the Payments > Documents section of the platform. Once a client signs a document, a completed copy is stored in their portal and in your account records.

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Subscriptions

The Subscriptions section shows the client’s active and past subscription plans. Clients can view:

• Plan name and description
• Billing amount and frequency (monthly, annual, etc.)
• Next billing date
• Payment history for the subscription
• Option to cancel the subscription (if self-cancellation is enabled in your subscription settings)

Subscriptions are created and managed in Payments > Subscriptions. The portal reflects the current state of each subscription in real time.

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Affiliate dashboard

If you run an affiliate program, the Affiliate section gives clients access to their unique referral links, commission tracking, and payout information. Clients can:

• View their referral link and copy it with one click
• Track clicks and conversions attributed to their referrals
• View commission balances and payout history
• Request payouts (if manual payouts are configured)

The affiliate program is configured in the Payments > Affiliate Manager section of the platform.

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Profile and account settings

Every portal includes a profile section where clients can update:

• Display name
• Email address
• Password
• Profile photo

Clients manage these settings themselves, reducing support requests for basic account changes.

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Notifications and communication

The portal does not currently include a built-in notification center for platform messages. Communication with clients happens through the Conversations inbox and the email/SMS marketing tools. Use workflows and automation to trigger relevant messages (e.g., new course content available, invoice due, community event reminder) and include magic links in those messages for frictionless portal access.