Client Portal in HighLevel

Updated: February 4, 2026  | 
Author: Bill Stilwell

This post covers what the Client Portal does, what each section contains, how login and branding work, and how to set it up from scratch.

Reading time: about 9 minutes.

What Is the Client Portal in HighLevel?

The Client Portal is a dedicated login area your clients use to interact with your business on their own schedule.

Instead of emailing invoices as PDFs, sharing document links separately, and pointing clients to different platforms for their courses and community – the portal pulls all of that into one branded URL.

Clients log in, see their dashboard, and find everything relevant to them: what they owe, what they have signed, what they are enrolled in, and what is happening in their community group.

You configure it under Sites, then Client Portal in any HighLevel sub-account.

How Client Login Works

Clients do not need to create a password to access the portal for the first time.

When you send a portal invite, the client receives an email with a magic link. Clicking it logs them in immediately and creates their portal account.

After that first login, they can set a password for future access if they prefer.

The login page uses your branding – your logo, your colors, your domain. Clients never see HighLevel’s name or interface on the login screen.

If a client loses access, resending the portal invite generates a new magic link. The process is the same every time.

What Each Portal Section Contains

The portal has five main sections. Which ones appear for a given client depends on what they have access to and what you have enabled in your navigation settings.

Invoices shows all invoices sent to that client through HighLevel Payments. Clients can view invoice details and pay directly from the portal without needing a separate payment link.

Documents shows proposals, contracts, and any other documents sent through HighLevel’s document and proposal tool. Clients can review and sign from inside the portal.

Courses shows any course content the client has been granted access to. Clients watch lessons, track their progress, and access all attached resources from this tab.

Communities shows the community groups the client is a member of. They can read posts, comment, participate in channels, and interact with other members directly from the portal.

Affiliates shows the client’s referral link and commission earnings if Community Affiliates is enabled for a group they belong to. Active members who are also referrers see this tab automatically.

Sections with no content are hidden automatically for that client. A client who has no invoices does not see an Invoices tab.

A client not enrolled in any course does not see the Courses tab.

Branding and Custom Domain

The portal is fully white-labeled. You set a portal name, upload a logo, and choose your primary and accent colors in the Branding tab under Client Portal settings.

Your custom domain replaces the default HighLevel URL. Go to Settings, then Domain, enter your subdomain (for example, portal.yourdomain.com), add the required CNAME record in your DNS provider, and click Save.

Propagation takes up to 48 hours.

Once the custom domain is live, every client-facing element – the login page, the dashboard, the email invites – references your domain and your branding.

Inviting Clients to the Portal

Open any contact record in HighLevel and click Send Portal Invite. The client receives the magic link email and can log in immediately.

You can also automate this entirely. In Workflow Builder, add the Send Client Portal Invite action to any workflow.

Set it to fire after a payment completes, a contract is signed, a form is submitted, or any other trigger that makes sense for your onboarding process.

Once a client has portal access, their account persists. You do not need to re-invite them each time you add new content or send a new invoice – they log in and see the updated information automatically.

What Can You Do With It?

• Replace scattered client communication: Stop emailing invoice PDFs, separate signing links, and course access credentials. Put everything in one branded portal your clients actually bookmark.
• Let clients pay invoices without calling you: Clients see their outstanding invoices and pay directly inside the portal – no back-and-forth emails required.
• Send contracts and proposals for e-signature: Documents sent through HighLevel appear in the Documents tab. Clients review and sign without leaving the portal or installing any software.
• Deliver course content inside your brand: Courses show up under the client’s login – no separate course platform, no separate login credentials for them to remember.
• Give community members a home base: Community groups appear inside the portal so members have one place to log in for content, discussion, and events.
• Automate access on purchase or contract signing: Use the Send Client Portal Invite workflow action to send portal access the moment a new client pays or signs – zero manual steps.
• Surface affiliate earnings for referring members: Members who participate in a Community Affiliates program see their referral link and earnings in their portal Affiliates tab.

Key Definitions

Use Cases by Industry

Marketing Agencies

An agency sets up the Client Portal for every new client as part of their onboarding process. The moment a new client signs their contract in HighLevel, a workflow fires the Send Client Portal Invite action automatically.

Clients log into the portal to view their monthly invoices, sign off on campaign briefs, access the agency’s onboarding course, and stay connected in the private client community group.

Result: Clients have one professional destination for everything – and the agency stops fielding “where’s my invoice?” emails.

Business Coaching and Consulting

A business coach uses the portal to deliver their program without managing separate platforms. Clients access their coaching course content, review and pay retainer invoices, and participate in the mastermind community – all from one login.

The custom domain and white-label branding mean the experience feels like a proprietary platform the coach built, not a HighLevel template.

Result: The coach presents a polished, professional client experience that justifies premium pricing without a premium tech stack.

Online Education

An educator sells online courses through HighLevel funnels. When a student purchases, the workflow grants course access and sends a portal invite in the same sequence.

Students log into the portal to watch their course content, access bonus materials, and view their community membership in the included alumni group – no separate course platform required.

Result: Students have one login for everything, and the educator eliminates a separate course hosting subscription.

Legal and Professional Services

A law firm uses the portal to manage client document workflows. Engagement letters and fee agreements are sent through HighLevel’s document tool and appear in the client’s portal Documents tab for review and e-signature.

Invoices for completed work also appear in the portal, allowing clients to pay on their own timeline without calling the office or mailing a check.

Result: The firm reduces administrative back-and-forth and gives clients a professional self-service experience between meetings.

Fitness and Wellness

A personal training studio uses the portal to give members access to their training program videos, nutrition guides, and the member community group – all gated behind a single login.

Monthly membership invoices appear automatically. Members pay inside the portal and continue their program without any interruption or manual follow-up from the studio.

Result: The studio operates more like a premium digital product than a local gym, with every client interaction happening inside a branded system.

Who Is This For?

How to Set Up the Client Portal

Step 1: Open Client Portal settings

Go to Sites in the left navigation, then click Client Portal.

This is where all portal configuration lives – branding, domain, navigation, email settings, and membership configuration.

Step 2: Add your branding

Click the Branding tab. Upload your logo and set your portal name.

Choose your primary and accent colors. This is what clients see on the login page and throughout the portal dashboard.

Step 3: Configure a custom domain

Go to Settings, then Domain. Enter your custom domain or subdomain – for example, portal.yourdomain.com.

Add the required CNAME record in your DNS provider pointing to HighLevel. Click Save and allow up to 48 hours for propagation.

Step 4: Configure navigation and visible sections

In the Navigation tab, choose which sections appear in the client dashboard – Invoices, Documents, Courses, Communities, Affiliates.

Disable any sections not relevant to your business. Sections with no content hide automatically per client regardless of your navigation settings.

Step 5: Configure portal email settings

Go to Settings, then Email Settings. Set the sender name and email for portal invitation emails.

Customize the magic link email template so the invite looks consistent with your brand before you start sending invites to clients.

Step 6: Verify courses and communities are connected

Any courses or community groups already configured under Memberships appear in the portal automatically for clients who have been granted access.

No additional linking is needed – content access follows the permissions already set in your Memberships configuration.

Step 7: Send your first portal invite

Open a contact record in HighLevel and click Send Portal Invite.

The client receives an email with a magic link. Clicking it logs them in and creates their portal account.

No password is required on first login.

Step 8: Automate portal invites via workflow

In Workflow Builder, add the Send Client Portal Invite action to any workflow.

Trigger it after a payment completes, a contract is signed, or a form is submitted to automate access without any manual steps from your team.

Step 9: Test the portal as a client

Send a test invite to your own email address and go through the full login flow.

Check that branding appears correctly, verify all visible sections load as expected, and confirm invoices, courses, and documents are accessible before sending invites to real clients.

How Does It Connect to HighLevel?

• Courses and Memberships: Course content clients are enrolled in appears directly in the portal Courses tab. Courses and Memberships controls what content exists and who has access.
• Community Groups: Community groups the client belongs to appear in the portal Communities tab. Community Groups manages the group structure, channels, and member roles.
• Community Affiliates: Clients who are referrers in a GoKollab paid community see their earnings and referral link in the Affiliates tab. Community Affiliates configures the program.
• Paid Community Memberships: Clients who pay for community access through Paid Community Memberships can manage and view their subscription status inside the portal.
• Workflow Builder: The Send Client Portal Invite action in Workflow Builder automates portal access so clients receive their login link the moment the right event fires.

Common Questions

What is the Client Portal in HighLevel?

A branded login area your clients use to access invoices, documents, courses, communities, and affiliate dashboards – all from a single URL on your own domain. Configured under Sites, then Client Portal in your HighLevel sub-account.

How do clients log in to the HighLevel Client Portal?

Clients receive a magic link via email – no password required on first login. After verifying their email, they can set a password for future logins.

The portal URL can be your own custom domain.

Can I use a custom domain for the HighLevel Client Portal?

Yes. Go to Sites, then Client Portal, then Settings, then Domain.

Enter your custom domain or subdomain, add the required DNS records, and click Save. Propagation takes up to 48 hours.

What can clients do inside the HighLevel Client Portal?

Clients can view and pay invoices, sign documents and proposals, access courses and membership content, participate in community groups, manage their subscriptions, and view their affiliate dashboard if Community Affiliates is enabled.

How do I give a client access to the portal?

Open the contact record in HighLevel and click Send Portal Invite. The client receives an email with a magic link.

You can also automate this using the Send Client Portal Invite action in any workflow.

Can I control which sections a client sees in the portal?

Yes. The Navigation tab in Client Portal settings lets you show or hide sections like Invoices, Documents, Courses, Communities, and Affiliates.

Sections with no content for a specific client are hidden automatically regardless of your settings.

Does the Client Portal work with courses and communities?

Yes. Courses and community groups a client has access to appear directly inside the portal. Clients watch lessons, track progress, and participate in community discussions without a separate login.

Can clients pay invoices inside the Client Portal?

Yes. Invoices sent through HighLevel Payments appear in the Invoices tab. Clients view details and pay directly from the portal without needing a separate payment link sent via email.

What branding options are available for the Client Portal?

Upload a logo, set a portal name, choose primary and accent colors, and configure a custom domain. The login page and dashboard reflect your branding – clients never see HighLevel’s name or logo.

Is the Client Portal included with all HighLevel plans?

Yes. The Client Portal is included with all HighLevel sub-account plans at no additional cost.

Custom domain configuration, branding, and all portal features are available without a separate subscription.

To Wrap It Up

The Client Portal is one of those features that makes your entire business look more put-together without requiring much setup time.

Most service businesses scatter their client interactions across four or five different tools – an invoicing app, a document signing platform, a course hosting site, a community tool, and a few email threads tying it all together. The portal consolidates all of that under your brand at a URL your clients actually remember.

The magic link login removes the biggest friction point in client portals: forgotten passwords. Clients who have not logged in for three weeks do not have to reset anything.

They just click the link from a new invite and they are in.

The automation side is where it becomes genuinely useful at scale. When portal invites fire automatically on payment or contract signing, clients have access before they even finish reading their confirmation email.

That kind of instant access sets a strong first impression.

Here is how to get started:

1. Go to Sites, then Client Portal – this is where everything is configured
2. Upload your logo and set your portal name in the Branding tab
3. Set up your custom domain in Settings, then Domain – use a subdomain like portal.yourdomain.com
4. Configure which sections appear using the Navigation tab
5. Customize the magic link email template in Settings, then Email Settings
6. Verify your courses and community groups are already set up under Memberships
7. Send a test invite to yourself and go through the full client experience
8. Add the Send Client Portal Invite action to your onboarding workflow so new clients get access automatically
9. Share the portal URL with all existing clients so they can log in and see what is already there

Test the portal yourself before sending it to clients. The magic link email, the login page, and every tab should all look exactly the way you want them before a client sees them for the first time.