Client Lounge Client Portal Setup (Onboarding)

Client Lounge Client Portal Setup (Onboarding)

1. 01

   Create your agency account and set up your first portal

   Log in to Client Lounge and use the drag-and-drop block editor to add your logo, brand colors, and any custom text blocks. This initial portal will serve as your template for all client portals.

2. 02

   Deploy the portal to your custom domain

   Navigate to the domain settings within the portal editor and connect your custom domain. This step is essential for full white-labeling, as the Essential plan includes a Client-Lounge.com footer logo that is removed only on the Professional plan or higher.

3. 03

   Invite a pilot client and structure their portal

   Use the client invitation feature to add your first client. Then, create sections for proposals, invoices, deliverables, and communications. This structure mirrors the core functions of Client Lounge and gives the client a clear navigation path.

4. 04

   Integrate Google Drive for file storage and sharing

   Go to the integrations settings and connect your Google Drive account. This allows you to sync files directly into the portal, ensuring that deliverables are stored in the cloud and accessible to the client without email attachments.

5. 05

   Connect HubSpot or Pipedrive for CRM data sync

   In the integrations panel, authorize HubSpot or Pipedrive to automatically sync client data and project updates. This reduces manual entry and keeps the portal in sync with your agency's CRM.

6. 06

   Configure real-time notifications

   Enable real-time notifications for the client portal. This ensures that both your team and the client receive instant alerts when new documents are uploaded or messages are posted, reducing email clutter and response times.

7. 07

   Test the client experience

   Log out of your admin account and log in as the client to verify that the portal displays correctly, all sections are accessible, and the custom domain is active. Check that file uploads and downloads work as expected.

8. 08

   Package the portal as a service

   Once the pilot portal is running, document the setup time (approximately 8 hours) and ongoing maintenance (2 hours per month) to create a productized offer. For example, charge $320 per month for a starter portal, which covers setup and monthly management.