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Client Portal

Unified Client Portal Experience

Overview We’re rolling out the Unified Client Portal Experience across the platform. Two things change for your members: One login, all resources. End…

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On this page
  1. Step 1 — Open the Client Portal dashboard
  2. Step 2 — Let the migration finish
  3. Step 3 — Members log in as usual

Overview

We’re rolling out the Unified Client Portal Experience across the platform. Two things change for your members:

  • One login, all resources. End users with duplicate contacts inside the same sub-account now see everything under a single login — no profile switching.

  • A stronger sign-in. Client Portal sign-in has been upgraded to be more secure, more reliable, and consistent with the rest of the GHL Customer Care platform.

What’s new

  1. One login for everything. Members sign in once and see all their resources — courses, communities, memberships, and billing — in a single place, even if they previously had multiple duplicate accounts under the same email. No more juggling logins or hunting across profiles.

  2. A unified home for every resource. Content and history that used to be scattered across duplicate profiles now come together under one account, so members always find what they’re looking for right where they expect it.

  3. A more secure, standardized sign-in. Logging in is now more secure and consistent with the rest of the platform, with a smoother and more reliable experience for end users.

  4. A fresh new look — the Compass app. The unified experience ships with our redesigned Compass interface, giving members a cleaner, more modern portal.

  5. Reliable contact-to-portal linking. Updating a contact’s primary email in the CRM no longer accidentally changes or breaks their Client Portal login. A dedicated Client Portal email field keeps each contact reliably connected to the right portal account, and updates stay in sync across all related contacts.

What’s new (image 1 of 5) What this shows One login for everything. What this shows Illustrates the "What’s new" section of "Unified Client Portal Experience". This screenshot appears in the "What’s new" section of "Unified Client Portal Experience". The text alongside this image reads: One login for everything. Members sign in once and see all their resources — courses, communities, memberships, and billing — in a single place, even if they previously had multiple duplicate accounts under the same email. No more juggling logins or hunting across profiles. A unified home for…. Immediately after, the guide continues: The new branded sign-in, with a one-time profile confirmation for members who previously had duplicate contacts. Image 1 of 5 What this coversOne login for everything. Members sign in once and see all their resources — courses, communities, memberships, and billing — in a single place, even if they previously had multiple duplicate accounts under the same email. No more juggling logins or hunting across profiles. A unified home for every resource. Content and history that used to be scattered across duplicate profiles now come together under one account, so members always find what they’re looking for right where they expect it. A more secure, standardized sign-in. Logging in is now more secure and consistent with the rest of the platform, with a smoother and more reliable experience for end users. A fresh new look — the Compass app. The unified experience ships with our redesigned Compass interface, giving members a cleaner, more modern portal. Reliable contact-to-portal linking. Updating a contact’s primary email in the CRM no longer accidentally changes or breaks their Client Portal login. A dedicated Client Portal email field keeps each contact reliably connected to the right portal account, and updates stay in sync across all related contacts. Next stepThe new branded sign-in, with a one-time profile confirmation for members who previously had duplicate contacts.
All 5 steps in this procedure
  1. One login for everything. Members sign in once and see all their resources — courses, communities, memberships, and billing — in a single place, even if they previously had multiple duplicate accounts under the same email. No more juggling logins or hunting across profiles.
  2. A unified home for every resource. Content and history that used to be scattered across duplicate profiles now come together under one account, so members always find what they’re looking for right where they expect it.
  3. A more secure, standardized sign-in. Logging in is now more secure and consistent with the rest of the platform, with a smoother and more reliable experience for end users.
  4. A fresh new look — the Compass app. The unified experience ships with our redesigned Compass interface, giving members a cleaner, more modern portal.
  5. Reliable contact-to-portal linking. Updating a contact’s primary email in the CRM no longer accidentally changes or breaks their Client Portal login. A dedicated Client Portal email field keeps each contact reliably connected to the right portal account, and updates stay in sync across all related contacts.

The new branded sign-in, with a one-time profile confirmation for members who previously had duplicate contacts.

What’s new (image 2 of 5) What this shows The new branded sign-in, with a one-time profile confirmation for members who previously had duplicate contacts. What this shows Illustrates the "What’s new" section of "Unified Client Portal Experience". This screenshot appears in the "What’s new" section of "Unified Client Portal Experience". The text alongside this image reads: The new branded sign-in, with a one-time profile confirmation for members who previously had duplicate contacts. Immediately after, the guide continues: Member view — resources assigned across all of a member’s contacts now appear together under a single login. Image 2 of 5 What this coversThe new branded sign-in, with a one-time profile confirmation for members who previously had duplicate contacts. Next stepMember view — resources assigned across all of a member’s contacts now appear together under a single login.
All 5 steps in this procedure
  1. One login for everything. Members sign in once and see all their resources — courses, communities, memberships, and billing — in a single place, even if they previously had multiple duplicate accounts under the same email. No more juggling logins or hunting across profiles.
  2. A unified home for every resource. Content and history that used to be scattered across duplicate profiles now come together under one account, so members always find what they’re looking for right where they expect it.
  3. A more secure, standardized sign-in. Logging in is now more secure and consistent with the rest of the platform, with a smoother and more reliable experience for end users.
  4. A fresh new look — the Compass app. The unified experience ships with our redesigned Compass interface, giving members a cleaner, more modern portal.
  5. Reliable contact-to-portal linking. Updating a contact’s primary email in the CRM no longer accidentally changes or breaks their Client Portal login. A dedicated Client Portal email field keeps each contact reliably connected to the right portal account, and updates stay in sync across all related contacts.

Member view — resources assigned across all of a member’s contacts now appear together under a single login.

How to enable the unified experience

Getting started is easy — just open the Client Portal dashboard in the builder for your sub-account.

That single visit puts your location in line to be upgraded. From there, everything happens automatically in the background, and the new Compass experience turns on for your members once it’s ready. There is nothing to configure, and no need to log anyone out.

Step 1 — Open the Client Portal dashboard

Go to Memberships › Client Portal › Dashboard in the sub-account. You’ll see the announcement for the redesigned portal, where you can preview the new look in your own account before rolling it out to members.

Step 1 — Open the Client Portal dashboard (image 3 of 5) What this shows Go to Memberships › Client Portal › Dashboard in the sub-account. What this shows Illustrates the "Step 1 — Open the Client Portal dashboard" section of "Unified Client Portal Experience". This screenshot appears in the "Step 1 — Open the Client Portal dashboard" section of "Unified Client Portal Experience". The text alongside this image reads: Go to Memberships › Client Portal › Dashboard in the sub-account. You’ll see the announcement for the redesigned portal, where you can preview the new look in your own account before rolling it out to members. Immediately after, the guide continues: The redesigned Client Portal announcement — preview privately first, then enable for all members. Image 3 of 5 Where to goGo to Memberships › Client Portal › Dashboard in the sub-account. You’ll see the announcement for the redesigned portal, where you can preview the new look in your own account before rolling it out to members. Next stepThe redesigned Client Portal announcement — preview privately first, then enable for all members.
All 3 steps in this procedure
  1. Open preview — opens the portal in a new tab with a private preview token. Members continue to see the current version.
  2. Enable for everyone — all members sign in with the new look immediately. You can switch back to the classic portal at any time.
  3. Using custom CSS or custom JS? Preview the new design first and update your custom code before enabling it for everyone.

The redesigned Client Portal announcement — preview privately first, then enable for all members.

  • Open preview — opens the portal in a new tab with a private preview token. Members continue to see the current version.

  • Enable for everyone — all members sign in with the new look immediately. You can switch back to the classic portal at any time.

  • Using custom CSS or custom JS? Preview the new design first and update your custom code before enabling it for everyone.

Note: after enabling, the updated UI can take up to 5 minutes to appear for everyone.

Step 2 — Let the migration finish

Once the location is queued, the portal is migrated to the new experience in the background. This usually takes a few minutes. You can close the dialog and check back later — the migration continues on its own.

Step 2 — Let the migration finish (image 4 of 5) What this shows Once the location is queued, the portal is migrated to the new experience in the background. What this shows Illustrates the "Step 2 — Let the migration finish" section of "Unified Client Portal Experience". This screenshot appears in the "Step 2 — Let the migration finish" section of "Unified Client Portal Experience". The text alongside this image reads: Once the location is queued, the portal is migrated to the new experience in the background. This usually takes a few minutes. You can close the dialog and check back later — the migration continues on its own. Immediately after, the guide continues: Migration in progress — the upgrade continues in the background; no action is required. Image 4 of 5 What this coversOnce the location is queued, the portal is migrated to the new experience in the background. This usually takes a few minutes. You can close the dialog and check back later — the migration continues on its own. Next stepMigration in progress — the upgrade continues in the background; no action is required.

Migration in progress — the upgrade continues in the background; no action is required.

Step 3 — Members log in as usual

No communication or re-onboarding is required. Members simply log in the way they always have and find all their resources together in one place.

The new Client Portal email field

With this release we’re introducing a dedicated Client Portal email field on the contact record in the CRM. This keeps Client Portal login identity separate from, and protected against, changes to the contact’s primary email.

You can find it on the contact record under Actions › Client portal. This is the email address your Client Portal users will use to sign in and receive notifications from all Client Portal apps such as Courses, Communities, and others. From the same panel you can also change the member’s password or send them a reset link.

The new Client Portal email field (image 5 of 5) What this shows You can find it on the contact record under Actions › Client portal. What this shows Illustrates the "The new Client Portal email field" section of "Unified Client Portal Experience". This screenshot appears in the "The new Client Portal email field" section of "Unified Client Portal Experience". The text alongside this image reads: You can find it on the contact record under Actions › Client portal. This is the email address your Client Portal users will use to sign in and receive notifications from all Client Portal apps such as Courses, Communities, and others. From the same panel you can also change the member’s password…. Immediately after, the guide continues: Contact record — the dedicated Client Portal email field, with change password and send reset link actions. Image 5 of 5 What this coversYou can find it on the contact record under Actions › Client portal. This is the email address your Client Portal users will use to sign in and receive notifications from all Client Portal apps such as Courses, Communities, and others. From the same panel you can also change the member’s password or send them a reset link. Next stepContact record — the dedicated Client Portal email field, with change password and send reset link actions.

Contact record — the dedicated Client Portal email field, with change password and send reset link actions.

Heads-up: duplicate CRM contacts are not merged automatically

If a contact has duplicates in the CRM, those contact records will not be merged as part of this release. The unified experience brings the member’s resources together under one login, but the underlying CRM contacts stay as they are.

Merging duplicate CRM contacts is a manual action and needs to be performed by the agency or sub-account owner.

Frequently asked questions

Do members need to be logged out or re-invited?

No. There is no need to log anyone out and no re-invitation is required. Members log in exactly as they did before.

What happens to a member who had multiple duplicate accounts under the same email?

They now sign in once and see all of their resources — courses, communities, memberships, and billing — together under a single login. Content and history from the duplicate profiles come together under one account.

Does this merge duplicate contacts in the CRM?

No. Merging duplicate CRM contacts is a manual action that must be carried out by the agency or sub-account owner.

Will changing a contact’s primary email break their portal login?

No. The dedicated Client Portal email field keeps the portal login identity separate from the primary email, and updates stay in sync across all related contacts.

Can we go back to the classic portal after enabling the new look?

Yes. You can switch back to the classic portal at any time.

How long does the change take to appear?

The migration itself runs in the background and generally takes a few minutes. After enabling the new look for everyone, the updated UI can take up to 5 minutes to appear for all members.

We use custom CSS or JS on the portal — what should we do?

Preview the new design first using the private preview link, update your custom code against it, and only then enable the new experience for everyone.

Notes for support

  • A location is queued for migration the first time someone opens the Client Portal dashboard in the builder. If a sub-account is asking why they aren’t on the new experience yet, confirm the dashboard has been opened at least once.

  • If a member reports missing resources after the upgrade, check whether their contacts share the same Client Portal email. Resources unify by portal login identity, not by CRM contact record.

  • Reports of a broken login after a CRM email change should be checked against the Client Portal email field on the contact, which is now the source of truth for the portal login.

  • Styling issues reported immediately after enabling the new look are most often custom CSS or JS that has not yet been updated for the Compass interface.

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