Create a Client Portal
This guide walks you through creating a portal for your client.
Prerequisites
Before creating a portal, make sure:
- The client exists in your CRM (My Office > CRM)
- You've defined the coaching type (if you want to use a template)
Creation steps
1. Access the client profile
In "My Client Portals", click on the relevant client.
2. Create the portal
Click on "Create portal" or "New portal".
3. Configure the journey
Two options:
- Start from a template: Select an existing model
- Create from scratch: Define steps manually
4. Customize the steps
For each step of the journey:
- Step title
- Description (what the client will see)
- Content blocks (videos, texts, exercises...)
- Associated questionnaires (optional)
5. Activate and share
Once the journey is configured:
- Activate the portal
- Copy the connection link
- Send it to your client
Frequently Asked Questions
Does my client need to create an account? Yes, on first login they create a simple account (email + password).
Can I modify the journey after sharing it? Yes, you can modify, add or reorganize steps at any time.