Client Portal

Centralized Client Portal for Enhanced Client Engagement

Services Engine’s Client Portal provides clients with effortless access to their interactions, memberships, and affiliate data in one convenient place, fostering engagement and streamlined management.

What is the Client Portal?

The Client Portal is an all-in-one platform offering your clients a personalized experience. Through this portal, clients can easily manage their transactions, view past and present interactions, track affiliate commissions, and access memberships and community groups.

Here's How It Works...

Client Portal Dashboard Overview

The dashboard offers a comprehensive view of all invited and registered users. Easily manage user permissions, send invitations, and generate magic links for seamless login experiences—ensuring full control from one central location.

Account Creation & Management

Services Engine offers flexible registration options for clients. Depending on your preferences, clients can register multiple times with the same email, or limit registrations to a single account per email for cleaner data management.

Hassle-Free Registration & Verification

Clients register for the portal with just their name, email, and password. A verification code is sent to authenticate their account, providing an added layer of security before they gain access to the portal.

Flexible Login Options

Clients can log in with either a password or an email verification code. If multiple accounts are linked to one email, the system will prompt them to select the appropriate account, ensuring quick and secure access.

Engaging Client Portal Experience

Clients can access a variety of features, including memberships, communities, and more, directly through the Client Portal. With easy navigation using the app switcher, users can transition smoothly between apps, enhancing their experience.

Effortless Access Management

With Services Engine, managing client access is seamless. You can generate magic links, send invitations, or provide quick login emails—offering clients easy entry into the portal without any hassle.

Simplified Subscription & Invoice Management

Clients can manage their subscriptions, invoices, and transactions from one intuitive dashboard. Easily cancel or renew subscriptions, download invoices, and filter through billing histories with just a few clicks.

Easy App Switching for Clients

After registration, clients can switch between Services Engine apps using the dropdown app switcher. This feature provides quick access to all available services, allowing users to navigate between apps with ease.

Affiliate Stats & Management

Affiliates can manage their performance directly from the Client Portal. Key features include:

Dashboard: View links, leads, customers, and earnings.
Leads & Customers: Analyze client acquisition details.
Commissions: Track payout status and earnings.

This streamlined view helps affiliates optimize their strategies while managing their performance efficiently.

Everything you need to start, build, and grow your business in one place

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