> ## 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

> Give clients a branded self-service portal to access courses, communities, and account details in the Hoop platform.

The Client Portal is a branded, client-facing interface where your members can log in to access their courses, community groups, affiliate earnings, contracts, and subscriptions. It lives on a customizable subdomain and can be extended with a Branded Mobile App.

<Frame caption="Client Portal setup in Sites">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/sites-client-portal-setup-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=827105aa1157447c7290fd9d8fbacebd" alt="Client Portal setup" width="1156" height="326" data-path="images/sites-client-portal-setup-1.png" />
</Frame>

## Setting up the client portal

<Steps>
  <Step title="Navigate to Sites > Client Portal">
    Click **Sites** in the left sidebar and select **Client Portal**, or access it from **Memberships and Communities**.
  </Step>

  <Step title="Configure domain setup">
    Go to **Settings > Domain Setup**. Choose a **Subdomain** (your account ID is used as the prefix by default) or enter a **Custom Domain**. Click **Update Domain** to save.

    For a custom domain, add these DNS records at your domain registrar:

    * **A record**: `162.159.140.166`
    * **CNAME record**: `clientportal.ludicrous.cloud`

    Allow 24–48 hours for DNS propagation.
  </Step>

  <Step title="Configure branding">
    Go to **Settings > Branding** to set:

    * **Portal Name** — displayed on the portal
    * **Portal Description** — a brief summary visible to clients
    * **Brand Color One** — used for buttons, headings, and highlights
    * **Brand Color Two** — secondary color
    * **Favicon** — 16×16 px, SVG/PNG/JPG
    * **Portal Image** — square image up to 720×720 px
    * **Logo** — 1:1 ratio, up to 200×200 px
    * **Support Email** — contact address for portal support
    * **Copyright** — your company copyright line
    * **Advanced** — custom code for further customization
      Click **Save Settings** to apply changes.
  </Step>

  <Step title="Configure app permissions">
    Go to **Settings > App Permissions**. Toggle each app or feature on or off. Disabled apps are hidden from clients even if they access the portal URL directly.
  </Step>

  <Step title="Set the default landing page">
    In **Settings**, choose the default landing page from the dropdown. This is the first page clients see when they log in. Click **Save Settings**.
  </Step>
</Steps>

## Client portal dashboard

The Dashboard shows:

* **Invited Users** — number of contacts invited to the portal
* **Joined Users** — number of contacts who have successfully logged in
* **Client Portal URL** — the live URL to share with clients
* **Generate Magic Link** — create a direct-access link for a specific contact, bypassing the login screen
* **Invite to Client Portal** — send invitation emails to existing contacts or new email addresses
* **Send Login Email** — send a login button email to a contact for one-click portal access

<Frame caption="Client Portal Dashboard">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/sites-client-portal-dashboard-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=ef7c51031a656918792eb115919b6c73" alt="Client Portal Dashboard" width="1609" height="680" data-path="images/sites-client-portal-dashboard-1.png" />
</Frame>

## Client portal vs memberships

| Feature        | Memberships                     | Client Portal                              |
| -------------- | ------------------------------- | ------------------------------------------ |
| Focus          | Content creation and management | Client-side access and interaction         |
| Courses        | Created and managed here        | Accessed by clients through this interface |
| Communities    | Created and managed here        | Accessed by clients through this interface |
| Branding       | Course-level customization      | Full portal-level branding                 |
| Access control | Membership offers and pricing   | App permissions and magic links            |

Both features work together: courses and communities built in Memberships are accessed by clients through the Client Portal.

## Branded Mobile App

The Branded Mobile App lets you publish a branded iOS and Android app for your portal. To get started:

<Frame caption="Branded Mobile App setup">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/sites-client-portal-mobile-app-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=51687d70463840f2efeece060f848be6" alt="Branded Mobile App" width="1617" height="716" data-path="images/sites-client-portal-mobile-app-1.png" />
</Frame>

<Steps>
  <Step title="Subscribe">
    Click **Get Started** and complete the purchase. Allow 3–4 weeks for processing after all required data is submitted.
  </Step>

  <Step title="Complete branding">
    Upload your mobile app icon and carousel images. Add a Play Store banner. Navigate to the **Profile** tab to enter personal information, app details (name, description, terms/privacy URLs), and developer credentials (Google and Apple).
  </Step>

  <Step title="Submit for review">
    Click **Submit**. Details are reviewed within 5 business days. You will be notified if any further action is needed.
  </Step>

  <Step title="Complete 2FA verification">
    Schedule a slot to receive a 2FA authentication code required to proceed with app processing.
  </Step>

  <Step title="App live">
    After store approval (up to 2 weeks), the app goes live and you can share the download links with your portal users.
  </Step>
</Steps>

<Note>
  Once submitted, the branding and profile details for the Branded Mobile App cannot be modified. Review everything carefully before clicking Submit.
</Note>

<Tip>
  Use **Magic Links** when sending onboarding emails. A magic link logs the client in with a single click, removing the friction of password setup and increasing the likelihood that new members actually access their content.
</Tip>