Simple Client Portal
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David C
I am wanting to reduce the amount of apps that I use. Seeing the new dashboard view is exciting and has a lot of potential. Is it possible to create a simple client portal through smartsuite? I like the idea of EasyPortal and Softr, but something even more basic would be great for me to get started before moving to one of those. I would like something that allows clients to create a login that they can access using their email and an encrypted "password field" that they, or I can change. They can also change account information using either a form or a "password protected field". This would be
Ideas that this could be used for are:
-Basic client portal for project management
-Shared online classes like Google Classroom
-Basic LMS online courses to teach lessons
-Event planning for clients (weddings, political, student, church, non-profit, etc.)
Madronify
Absolute necessity, must have a client portal. My want is a service directory so clients can upsell their services, edit credit card on file and see progress. Would prefer not to integrate, but have within SmartSuite. With multi tenant workspaces. Thank you
Jon Darbyshire
Hey David C, thanks for your feedback! I have a few more questions for you:
- Could you provide more details on the specific features you would like to see in the client portal?
- What level of customization would you like to have over the client portal?
- Could you elaborate on the types of information you would like clients to be able to change in their account settings?
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David C
Hey Jon Darbyshire!
- SmartSuite designed templates for different portals, 2 way chat, Google sign in
- Same as typical dashboard, conditional information shown based off of client email used to log in, suggested record block (for videos, articles, and classes for clients to look into), digest record details for clients with multiple projects, purchases, etc.
- Personal information - email, address, name, student name, birthdays, etc.
I think the idea of a Google classroom community style use would be really useful where students, employees or whoever can have a shared space for submitting docs, comments, and making posts in shared community sections.
Thanks!
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David C
Hey Jon Darbyshire,
Another thought that I'd like to expand on is the idea of organizing online classes that I am designing for my students. Having a one stop shop like SmartSuite would be super helpful in creating, selling, and tracking online classes. These classes could connect to student profiles that are underneath the umbrella of the client. For example, a math tutor teaching multiple siblings with one parent having a portal with the students connected. I think there are a lot of really cool opportunities to create with this.
This could also help with staff/volunteer trainings, etc. These obviously would be limited in accessibility and editing capabilities so that we don't take away from your revenue of having multiple team members sign up for SmartSuite. I don't want to take away from sales but increase functionality and streamline work.