As a business owner, you want to give your clients the best possible experience. Part of providing great service is creating a client portal. A client portal is a private, secure online space where your clients can login and access information specific to them.
Creating a client portal in Squarespace is easy and only takes a few steps. Here’s how:
1. Create a page for your client portal.
Start by creating a page for your client portal.
This will be the page where your clients will login. To do this, go to the Pages section of your Squarespace site and click the + symbol. Select “Standard Page” from the list of page types.
2. Add a password protection.
Next, you’ll need to add password protection to your client portal page.
To do this, go to the Settings section of your page and click “Page Password.” Enter a password for your clients to use to login to the portal.
3. Add content to your client portal.
Now that you have a page for your client portal, it’s time to add some content.
This is where you can get creative and add whatever information you think your clients would find helpful. Some ideas for content include:
- A welcome message
- Your company’s contact information
- A project overview
- A schedule of upcoming events
- Downloadable files (e.g., PDFs, images, etc. )
4. Add an announcement bar.
An announcement bar is a great way to keep your clients up-to-date on important information. To add an announcement bar, go to the Design section of your site and click “Announcement Bar.” From here, you can enter the text for your announcement and choose when you want it to appear on your site.
5. Customize the look of your client portal.
The last step is to customize the look of your client portal pageto match the rest of your site. In the Design section, you can change things like the font, colors, and layout of your page.
Creating a client portal in Squarespace is easy and only takes a few steps. By following these steps, you can give your clients a private, secure space where they can access information specific to them.
