Do you want to create a client portal in WordPress?
A client portal allows you to create a dedicated area for clients where they can login to access documents, files, support, and more.
In this article, we’ll show you how to easily create a client portal in WordPress.
Why and Who Needs a Client Portal in WordPress?
A client portal allows you to efficiently manage client resources online. This reduces support requests, allows clients to help themselves, and provides them a better user experience.
For instance, if you run a photography website, then your clients can download or upload files via their client dashboard.
Similarly, if you run a graphic design or web design agency, then you can use a customer portal where clients can access all the files and information they need.
Any business that needs to communicate with clients online can benefit from creating a client portal in WordPress.
How to Create a Client Portal in WordPress
Each business has different requirements for its client portal. This is why you need a solution that is flexible, works with other WordPress plugins, and can be easily extended to match your business.
For this tutorial, we will be using MemberPress. It is the best WordPress membership plugin on the market and allows you to easily create members only content, create an account page, login, and registration forms, and more.
It comes with powerful display rules, full membership management, and the ability to create different levels of membership plans.
Upon activation, you need to visit MemberPress » Settings page to enter your license key. You can find this information under your account on the MemberPress website.
Next, you need to switch to the ‘Payments’ tab and select a payment method to accept payments for membership subscriptions. You can also create free subscription plans if you want or manually add members by yourself.
MemberPress supports PayPal and Stripe. You can also use Authorize.net with their Plus and Pro plans.
After selecting your payment method, you’ll be asked to provide your account details. Once finished, click on the ‘Update Options’ button to save your changes.
Next, you are ready to create a membership plan. This is the subscription plan that you’ll add your clients to.
Simply go to the MemberPress » Memberships page and click on the Add New button.
On the next screen, you can give your membership plan a name and set a pricing option. Depending on how you manage your client-contracts, you can choose lifetime, expiring, or fixed expiring plans.
Next, you need to create access rules. This allows you to control which parts of your website you want to be protected and available to members-only.
Simply, go to the MemberPress » Rules page and click on the Add New button at the top.
On the next screen, first you need to choose which content you want to restrict under ‘Protected Content’.
MemberPress offers a whole range of options. You can select posts that match certain tags, categories, pages that are under the same parent page, single posts, or any URL.
For instance, if you use a WordPress knowledge base plugin to manage documentation for clients, then you can restrict those articles to the membership plan. Similarly, you can also restrict any post, page, category, or tag to clients only.
Below that, you need to select who will have access to the protected content. We have chosen the membership plan we created earlier for our clients.
After you have added the access rules, click on the Save Rule button to store your settings.
Creating a Client Account Page in MemberPress
MemberPress allows you to easily create and manage an Account page. This is the page your clients will see when they login to their client account.
First, go to MemberPress » Settings page and switch to the ‘Pages’ tab. From here you can select the page you want to use as the account page.
By default, MemberPress creates and uses the ‘Account’ page. You can use a different page if you want. After that, simply click on the Edit button to open the page and edit it.
You can edit the page just like you would edit any WordPress page. Any content you add here will be visible to everyone and not just your client.
However, you can add custom text here and use the ‘[mepr-account-form]’ shortcode to display the login form anywhere you want.
Customizing Client Account Page in MemberPress
One way to customize the account page in MemberPress is by simply editing it. However, any changes you add here will be visible to everyone and not just your clients.
To add content that is only visible to your clients, you can hide it using MemberPress shortcodes.
For instance, if you only want to show some content to the clients under the VIP membership plan, then you will wrap your content like this:
Client only content goes here
Don’t forget to replace 186 with your own membership ID. You can view membership ID for any plans by visiting MemberPress » Memberships page.
Save the changes you made to the Account page and visit your website to see it in action. You’ll need to login with an account with access to the membership plan you created earlier.
Adding Tabs to The Accounts Page in MemberPress
By default, MemberPress will show Home, Subscriptions, Payments, and Logout tabs. If you are comfortable with adding custom code, then you can customize this to add more tabs and show more client-focused content there.
Let’s add a tab with a contact form and another one to list documents clients can access from their dashboard.
MemberPress is also the best WordPress LMS plugin on the market. It allows you to easily create online courses and associate them to your membership plans. This gives your customers easy access to learning resources on your website, while also allowing you to easily manage these resources.
This allows you to create feedback forms, testimonial forms, run customers surveys, or add support request forms.
Need clients to be able to upload files as well? WPForms allows you easily create file upload forms on your website. You can then embed this form on the account page, or any members-only page on your website.
4. Collect Payments and Upsell Products
As a business owner, you may want to promote other products and services to your existing and past customers.
Using MemberPress as your client portal allows you to integrate with the best email marketing services. This enables you to stay in touch with customers more efficiently and promote other products and services.
MemberPress also works with all popular payment gateways like Stripe and PayPal. This way you can easily collect payments for other services by selling them as a membership plan.
Alternately, you can also add an online store using WooCommerce and sell any products you want on the same website.
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