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Getting started

Learn how to install the plugin and create your first portal.

Working with portals

Learn how to build portals more efficiently day-to-day.

User management

Add clients to portals, customize the login experience, and set up self-registration.

Files and security

Share files securely, manage client uploads, and protect sensitive information.

Notifications & reminders

Control when and how you're notified about portal activity.

Integrations

Connect Client Portal with the tools you already use every day.

Customizations

Brand your portals with custom colors, logos, and styling to match your business identity.

Troubleshooting

Find quick solutions to common issues, error messages, and technical problems.

Account & billing

Learn how to manage plans, invoices, and team permissions.