The Client Portal in Captivation Hub is a one-stop hub that makes it easy for your customers to engage with your business. This guide walks through what your clients will see and do when they access the portal — from signing up for the first time, to logging in and navigating their account.
The Client Portal Sign-Up Process
Step 1 — Who Needs to Go Through Sign-Up?
Not every client needs to create a new account. Here’s how to know who does:
- New clients (no existing contact in your Captivation Hub account) will go through the full sign-up flow.
- Existing contacts who have already been added to your account (with a record in your CRM) can be invited directly to the portal and may not need to re-register.
Step 2 — Account Creation and CRM Restrictions
When a new client visits your portal and creates an account, Captivation Hub automatically creates a contact record for them in your CRM — as long as their email isn’t already there. This keeps your contact list organized without any manual work on your end.
If a client’s email already exists in your CRM, the system will link their portal account to the existing contact rather than creating a duplicate.
Step 3 — The Registration Process
New clients fill out a short registration form with their name and email address to get started.
Step 4 — Account Verification
After submitting the registration form, clients receive a verification code by email. This step confirms their identity and keeps accounts secure.
The client enters the code on the next screen to complete verification and access the portal.
Logging In to the Client Portal
Returning clients can log in one of two ways:
- Password login — Clients who set a password can log in directly using their email and password.
- Email verification code — Clients can choose to receive a one-time secure code by email instead. This is especially useful if they don’t have a password set up yet or prefer a passwordless option.
Accounts Tied to Multiple Emails
If a client’s email address is connected to more than one account in the system, the portal will show a list of accounts when they log in so they can choose the right one. This prevents mix-ups and makes sure clients always land in the correct account.
Remind your clients to double-check which account they select, especially if they’re part of multiple programs or businesses that use Captivation Hub.
Inside the Client Portal
Completing a Profile
After logging in for the first time, clients may be prompted to complete their profile. This is optional but helps personalize their experience within the portal.
Switching Between Apps
From inside the portal, clients can move between different areas — such as courses, communities, or the affiliate dashboard — using the app switcher. The switcher is typically found in the navigation or profile area of the portal.
Frequently Asked Questions
Q: Can a client with multiple accounts switch between them inside the portal?
Yes. When a client’s email is linked to multiple accounts, the system will show an account selector at login. After logging in, they can also switch accounts from within the portal settings if needed.
Q: Do clients have to complete their profile to use the portal?
No, completing a profile is optional. Clients can access their courses, communities, and affiliate dashboard right away after logging in. Profile completion is encouraged but not required.
Q: Can clients switch between membership courses, community groups, and their affiliate dashboard within the portal?
Yes. The app switcher inside the portal lets clients navigate between all connected child apps from one place. They don’t need to log in and out between them.
Q: What if a client forgets their password?
Clients can use the email verification code option to log in without a password. From there, they can set or reset a password in their account settings.
Comments
0 comments
Please sign in to leave a comment.