To create a client portal in Squarespace, you can follow these steps:
1. Set up a new page: Start by creating a new page on your Squarespace website where you want to host the client portal. You can choose a blank page or use a pre-designed template.
2. Add a password-protected section: Within the new page, add a password-protected section. This will ensure that only authorized clients can access the portal. To do this, click on the “Edit” button on the page and select the “Password” option from the content block menu.
3. Customize the password-protected section: Once you’ve added the password-protected section, you can customize it to fit your branding and design preferences. You can change the background, add text, or even upload your own logo.
4. Set up client accounts: To create individual client accounts, you can use Squarespace’s Member Areas feature. This allows you to create unique login credentials for each client. To set this up, go to the “Settings” menu in your Squarespace dashboard, select “Member Areas,” and follow the prompts to create client accounts.
5. Grant access to the client portal: After creating client accounts, you can grant them access to the password-protected section on the client portal page. To do this, go back to the page editor, click on the password-protected section, and select the “Manage Access” option. From there, you can add the email addresses of your clients to grant them access.
6. Customize client permissions: Squarespace allows you to customize client permissions, giving you control over what clients can see and do within the portal. You can choose to show or hide specific content blocks, restrict access to certain pages, or even enable client collaboration features.
7. Test and refine: Before launching your client portal, it’s essential to thoroughly test it to ensure everything is working as expected. Create a test client account and go through the login process to verify that the password protection and access controls are functioning correctly. Make any necessary adjustments or refinements based on your testing.
By following these steps, you can create a client portal in Squarespace that provides a secure and personalized experience for your clients.