Client Portal
21 guides covering client portal on the Sparkforge platform.
- Branded Mobile App Builder: In-app Form and Customizer The Branded Mobile App Builder walks you through publishing your own mobile app with color-coded progress, in-app help, and submission review. Launch from Subac
- Client Portal - Edit Default Email Templates Client Portal Owners can convert any default Client Portal email into an editable copy, customize content with merge fields, preview the result, and activate it
- Client Portal - Invoice, Estimate & Contract Notifications The Sparkforge Client Portal sends automatic email notifications when invoices, estimates, or contracts are shared. Owners control templates and global toggles;
- Client Portal App - Custom mobile app notifications The Smart Push Notification workflow action sends a personalized push notification to a contact's Client Portal app, with a custom title, body, merge fields, an
- Client Portal Branded Mobile App: Setting up branding of your app The Branded Mobile App ships your business as a real iOS and Android app. Submit branding once, then move through review, 2FA scheduling, and store submission.
- Client Portal Dashboard The client portal dashboard shows who you've invited and who has joined, and lets you generate magic links, invite new users, or send a one-click login email.
- Client Portal Dashboard Revamp and Associated Contracts The Sparkforge client portal now sends contracts for online signing and gives every contact a personalized dashboard with quick actions for courses, invoices, m
- Client Portal: Chat Widget Integration & Setup Connect one existing Chat Widget to your Client Portal and toggle its visibility per child app (Communities, Courses, Affiliates). Conversations land in your Sp
- ClientPortal Builder Enhancement Pack The ClientPortal Builder enhancement pack speeds up branded app launches with a guided Book a Call onboarding option, a clear in-app screen when subscriptions a
- Customise Course Notification Preferences in Client Portal Sparkforge Client Portal owners can toggle course-related email notifications on or off and edit each template. Settings live under Sites or Memberships > Clien
- Give community groups access via Contacts Manage Community Groups, Course Offers, and password resets right from the Contacts page. Assigning a group from here bypasses join questions and group payments
- How can my customers use the Client Portal? The Client Portal is one login where your customers access membership courses, community groups, and affiliate dashboards. They sign up with name, email, and a
- How to Force app updates on the Client Portal mobile apps In Sites > Client Portal > Settings, toggle on Force App Update, set the latest version number, and add the App Store and Play Store links to require an update
- How to Use Assignments in Courses Course assignments in Sparkforge work on mobile (browser and PWA) plus desktop. Students can submit, view feedback, and navigate between assignments without bei
- How to set up the Client Portal? The Sparkforge client portal is a single sign-in for clients to access affiliate dashboards, communities, and membership courses. Set it up under Memberships →
- Notifications in Client Portal Settings The Client Portal Notifications tab centralizes alerts from courses and communities. Users control email and push preferences per event type, and portal owners
- Quick Start Guide - Kollab (iOS & Android) Kollab is the Sparkforge mobile app for communities, courses, and client portals. Install it from the App Store or Google Play, then sign in with the same email
- Set Up SSO Magic Links in Sparkforge Client Portal Apps SSO Magic Links log clients straight into a specific Sparkforge client portal app (Courses, Communities, or Affiliates) without a username or password. You can
- Subscription Management in Client Portal The Client Portal's Subscription Management screen lets clients view subscriptions, cancel them, filter by source or date, and download invoices. Admins can rev
- View and Manage Estimates in the Client Portal The Sparkforge Client Portal gives your clients a single place to view, download, accept, or reject estimates on web and mobile. Admins toggle visibility throug
- client portal permissions, removing contracts, hide contracts from client portal App Permissions in the Sparkforge client portal lets you toggle individual apps on or off, pick the default page on login, and rely on visibility rules to hide