Learn about the new Client Portal

In this video, you'll learn about the new client portal and how it will impact how and where your customer's and clients can access their information.

What is the Funnel Breezy Client Portal and How Do Clients Use It?

What is the Client Portal?

The Funnel Breezy Client Portal is a secure online space where your clients can access all the resources you share with them. This could include courses, documents, and other materials.

How Clients Log In:

Clients can log in to the portal in two ways:

1. Secure Code: They can enter their email address and receive a secure code via email to log in.

2. Username and Password: If they already know their username and password (e.g., sent upon course enrollment), they can use those to log in directly.

What Clients See Inside the Portal:

• Courses:

  • All courses they have access to (including newly added ones).

  • A separate list of "My Courses" which includes purchased or granted courses.

• Affiliate Info (if applicable):

  • Affiliates can see their program details, link, earnings, and upcoming payouts.

• Facebook Groups (Coming Soon):

  • Private communities for courses, topics, or niches (expected launch July 2023).

• Billing Management (Coming Soon):

  • Clients can manage recurring payment details.

• Profile Editing:

  • Clients can edit basic information like profile picture, brief description, location, and time zone.

Future Features:

• Contracts and other user-specific documents accessible within the portal.

• Paid group options within communities.