Ability to switch from Client Portal to Memberships

Introducing Membership Switcher, designed for seamless flexibility.

Key Features

With just one click, admins can toggle between Client Portal and Membership Legacy, streamlining the experience.

• User can choose to use both Memberships and Client Portal.

• Since courses PWA is only supported in Memberships, users will be able to use it after migration

How to access the switcher?

To switch go to Memberships, go to Memberships > Sites and click on Read More (beside the banner)

Client Portal - Dashboard

We are excited to introduce the New Client Portal Dashboard

What's New:

• Compare the number of portal joiners vs. invitations

• Copy and share your client portal URL with ease

• Create and send

  magic links

  to your contacts

• Invite users to your client portal

How to:

From the Left Nav Bar > Go to Sites > Client Portal > Dashboard