# Chat Widget Integration with the Client Portal

> Enable chat widget in the Client Portal and control visibility per child app—Communities, Courses, and Affiliates—for real-time, in-context support

- Source: https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/chat-widget-integration-with-the-client-portal
- Section: Client Portal / Client Portal
- Reading time: 4 min
- Images: 4, each explained below
- Modified on Wed, 20 Aug, 2025 at 10:20 AM

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Bring real-time support into your Client Portal with the **Chat Widget** Integration. With this enhancement, users can now enable and use Chat Widgets across individual Client Portal child apps—empowering real-time communication and delivering better support experiences. Even better, widget visibility can be toggled **independently per child app**, offering complete flexibility and control.

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**TABLE OF CONTENTS**

-   [What is Chat Widget Integration with the Client Portal?](#what-is-chat-widget-integration-with-the-client-portal)
-   [Key Benefits of Chat Widget Integration with the Client Portal:](#key-benefits-of-chat-widget-integration-with-the-client-portal) 
-   [How To Setup Chat Widget Integration in the Client Portal](#how-to-setup-chat-widget-integration-in-the-client-portal)
-   [Child App–Specific Widget Visibility](#child-app-specific-widget-visibility)
-   [Prerequisites & Permissions](#prerequisites-and-permissions)
-   [Limitations & Requirements](#limitations-and-requirements)
-   [Frequently Asked Questions](#frequently-asked-questions)
-   [Related Articles](#related-articles)

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# **What is Chat Widget Integration with the Client Portal?**

Chat Widget Integration connects a single GHL Customer Care Chat Widget to your Client Portal and lets you decide exactly **which child apps** display it. Instead of embedding code or managing multiple widgets, you select one existing widget and toggle its visibility for **Communities, Courses, and Affiliates**. Conversations route to your GHL Customer Care inbox just like any other webchat.

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## **Key Benefits of Chat Widget Integration with the Client Portal:** 

-   **Real-time support:** Customers get help where they’re working inside Communities, Courses, or Affiliates without switching tabs.
    
-   **Granular control:** Choose exactly which child apps show the widget to align support with business goals.
    
-   **Centralized conversations:** All chats land in GHL Customer Care, keeping records unified for faster follow-up and reporting.
    
-   **Lower friction:** No code embed for the portal; selection happens inside Client Portal settings.
    
-   **Higher engagement:** Timely support increases course completions, community participation, and affiliate performance.
    

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## **How To Setup Chat Widget Integration in the Client Portal**

Follow these steps to connect your existing Chat Widget to the Client Portal and choose where it appears.

1.  In your sub-account, go to **Memberships** **→** **Client Portal → Settings → Chat Widget**
    
    
![Step 1 of 4: In your sub-account, go to Memberships → Client Portal → Settings →…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051812720/original/7N256pP56TDZeXDqnNwXVmHUVPksxVk-8Q.gif)

**Step 1 of 4: In your sub-account, go to Memberships → Client Portal → Settings →…**

This animation accompanies step 1 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you in your sub-account, go to Memberships → Client Portal → Settings → Chat Widget. The next step is to open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
- What this covers: In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
- Controls: Memberships, →, Client Portal → Settings → Chat Widget, Select Chat, Widget, one, Select Pages, Communities, Courses, Affiliates, Home & Account settings, Save Settings
- Next: Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.

Full procedure:

1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget  <- this image
2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.

    
2.  Open the **Select Chat** **Widget** dropdown and select the **one** Chat Widget you want to use across the Client Portal.
    
    
![Step 2 of 4: Open the Select Chat Widget dropdown and select the one Chat Widget…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051812809/original/WEIcAZG_9ViPF6DNzRkIz-mO-CXJhrkOuw.gif)

**Step 2 of 4: Open the Select Chat Widget dropdown and select the one Chat Widget…**

This animation accompanies step 2 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal. The next step is to under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
- Where to go: Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
- Controls: Select Chat, Widget, one, Memberships, →, Client Portal → Settings → Chat Widget, Select Pages, Communities, Courses, Affiliates, Home & Account settings, Save Settings
- Next: Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.

Full procedure:

1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.  <- this image
3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.

    
3.  Under **Select Pages**, toggle visibility for **Communities**, **Courses**, **Affiliates** and **Home & Account settings** as needed and **Save Settings**.
    
    
![Step 3 of 4: Under Select Pages, toggle visibility for Communities, Courses…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051812893/original/JXb6KVrhrtGhbD20mf9CYbyYe_-TMOuI8A.gif)

**Step 3 of 4: Under Select Pages, toggle visibility for Communities, Courses…**

This animation accompanies step 3 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings. The next step is to validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.
- What to choose: Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
- Controls: Select Pages, Communities, Courses, Affiliates, Home & Account settings, Save Settings, Memberships, →, Client Portal → Settings → Chat Widget, Select Chat, Widget, one
- Next: Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.

Full procedure:

1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.  <- this image
4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.

    
4.  Validate in the portal:  
    **
    
    
![Step 4 of 4: Validate in the portal: Tip: To change the widget’s look or channels…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051507159/original/XtEPYFRrnD7N2bRkyo774KcM85Pojs4-vw.png)

**Step 4 of 4: Validate in the portal: Tip: To change the widget’s look or channels…**

This screenshot accompanies step 4 of 4 in the "How To Setup Chat Widget Integration in the Client Portal" section of "Chat Widget Integration with the Client Portal". At this point in the walkthrough you validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.
- What this covers: Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.
- Controls: Sites → Chat Widget, Memberships, →, Client Portal → Settings → Chat Widget, Select Chat, Widget, one, Select Pages, Communities, Courses, Affiliates, Home & Account settings

Full procedure:

1. In your sub-account, go to Memberships → Client Portal → Settings → Chat Widget
2. Open the Select Chat Widget dropdown and select the one Chat Widget you want to use across the Client Portal.
3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates and Home & Account settings as needed and Save Settings.
4. Validate in the portal: Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under Sites → Chat Widget and then refresh the Client Portal page.  <- this image

    
    **
    
    Tip: To change the widget’s look or channels (Live, Email/SMS, WhatsApp), edit the widget itself under **Sites → Chat Widget** and then refresh the Client Portal page.
    

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## **Child App–Specific Widget Visibility**

Visibility controls tailor your support strategy by audience and context. Turn the widget on for the apps where live help drives outcomes, and keep it off where it’s not needed.

-   Toggle visibility independently for **Communities, Courses, and Affiliates.**
    
-   Use different combinations (e.g., on for Courses + Affiliates, off for Communities).
    
-   Changes take effect after saving; refresh your portal page to validate.
    

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## **Prerequisites & Permissions**

Confirm these basics before setup to avoid “widget not showing” scenarios later.

-   You’ve **already created** at least one Chat Widget in the sub-account (see **[Getting Started with Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/getting-started-with-chat-widget)** and **[How to Use the All-in-One Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-use-the-all-in-one-chat-widget)**).
    
-   You have access to **Client Portal** settings in the sub-account.
    
-   (Optional) Channel requirements are met (e.g., WhatsApp number if you plan to use WhatsApp in your widget).
    

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## **Limitations & Requirements**

-   **Single widget in the Client Portal:** You can select **only one** Chat Widget for the Client Portal.
    
-   **Per–child app visibility only:** You can show/hide the widget per child app, but you **cannot assign multiple** different widgets to different child apps.
    
-   **Widget content is global:** The selected widget’s configuration (branding, greeting, channels) applies wherever it appears in the portal.
    
-   **Website vs. Client Portal:** Multi-widget setups for **websites/funnels** do **not** apply inside the Client Portal.
    

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## **Frequently Asked Questions**

**Q: Can I assign different widgets to different child apps?**  
Not at this time. The Client Portal supports a **single** widget selection with **per-child app visibility**.

**Q: Do I need to paste any code to use the widget in the Client Portal?**  
No. Selection happens in **Client Portal → Settings → Chat Widget**. No embed code is required for the portal.

**Q: Will the widget appear on every page inside a child app?**  
**I**t appears in supported views of that child app. If you don’t see it, refresh and confirm the child app toggle is enabled.

**Q: Can I still use multiple widgets on my public website or funnels?**  
Yes, multi-widget setups apply to websites/funnels. They do **not** apply inside the Client Portal.

**Q: How do I change the widget’s greeting, color, or channels?**  
Edit the selected widget in **Sites → Chat Widget**. The updates carry into the Client Portal after you save and refresh.

**Q: Does WhatsApp require extra setup?**  
Yes. You need a properly configured WhatsApp number before enabling that channel in your widget.

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### **Related Articles**

-   [How to Use the All-in-One Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-use-the-all-in-one-chat-widget)
    
-   [Getting Started with Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/getting-started-with-chat-widget)
    
-   [How to set up the Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/how-to-set-up-the-client-portal)
    
-   [How to Setup, Customize, and Manage Your Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-setup-customize-and-manage-your-communities)
    
-   [Getting Started — Launch a Course](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-launch-a-course)
    
-   [How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-use-the-affiliate-portal-a-comprehensive-guide-for-affiliates)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com