Client portals serve as a centralized platform where clients can access courses, communities, and other resources. These portals can be customized with a unique URL and branded to reflect your business identity. Additionally, they provide tools to track user activity and manage permissions, ensuring a streamlined experience for both administrators and members.

Course creation tools enable anyone to design and structure online courses with ease. With Templates and features like modular lesson design, integration with payment processors like Stripe for monetization, and progress tracking analytics, these tools make it simple to deliver educational content effectively while monitoring user engagement.

Community groups offer interactive spaces for audiences to connect and engage with one another. These groups can be tailored to include exclusive access for premium members, fostering a sense of exclusivity and value. Community analytics provide insights into member activity and engagement, enabling businesses to refine their strategies.

Branded mobile apps allow businesses to provide clients with a seamless mobile experience. These white-label apps, available for iOS and Android, can be customized to align with your brand’s aesthetics. Push notifications and updates ensure that clients remain engaged and informed about new offerings or announcements. Note that this Feature is available for additional Charges.

Gamification Features like Levels/Points, Certificates, Leaderboards and Rewards add an extra layer of motivation for members. By rewarding course completion or milestone achievements with certificates and badges, businesses can enhance user satisfaction and retention while fostering a sense of accomplishment.

Analytics and reporting tools deliver detailed insights into various aspects of the platform, such as user activity, revenue generation, and community health. These metrics help businesses assess course completion rates, member growth, and engagement levels, enabling data-driven decisions for continual improvement.

The Client Portal Tab serves as the central management area for your client portal, allowing you to oversee and customize its various functionalities. Using the tabulator, as highlighted in the image, you can easily navigate between the Dashboard, where you manage client activities and access essential features; Settings, where you customize branding, permissions, and email configurations; and the Branded Mobile App section, where you can set up and manage your personalized mobile applications. This intuitive navigation ensures seamless control and efficient management of your client portal.

Dashboard

The Dashboard within the Client Portal Tab acts as the central hub for managing client portal activities. It provides an overview of essential details, such as the number of users and invitations sent. The section also offers quick access to key actions like generating magic links, inviting users to the portal, or sending login emails. A dedicated client portal URL is displayed prominently, offering a secure gateway for clients to access courses, communities, and other resources. With its clear layout and intuitive design, the Dashboard simplifies navigation and empowers businesses to manage their client interactions efficiently.

Magic Links

Magic Links provide a seamless way for users to access their Client Portal or specific sections such as Courses, Affiliates, or Communities without needing to remember login credentials. These one-time-use links ensure secure and frictionless access. Using the "Generate Magic Links for Your Apps" functionality, administrators can create custom links for specific applications or individual contacts. For example, the "Custom Menu" option allows the selection of a particular app, while the "Contact" option generates a personalized link for a specific user. These links can also be sent via email directly from the platform for convenience.

Invite to Client Portal The "Invite to Client Portal" feature simplifies the process of onboarding new users to the Client Portal. Administrators can send an invitation to a user's email, providing them with direct access to the portal. The interface allows you to either choose an existing contact or manually enter an email address. This ensures flexibility in inviting users, whether they are already part of the system or new to the platform. Once the invitation is sent, users can easily log in and start engaging with the portal's features.

Send Login Email The "Send Login Email" functionality allows administrators to send a login email to a specific contact. This email includes a Magic Link, enabling users to log into the portal securely without needing to enter their credentials. By choosing a contact from the system, the administrator can ensure the recipient receives direct access to the platform, streamlining the login process and enhancing user experience. This is particularly useful for providing quick access to users who may need immediate entry.

 

 

Settings

The Settings section of the Client Portal Tab allows users to customize and configure the portal to suit their specific needs. It includes options for domain setup, enabling businesses to integrate their custom domain for a branded experience. The branding option provides tools to personalize the portal with logos, color schemes, and other elements that reflect the company’s identity. App permissions enable or restrict access to specific features for different user groups, ensuring flexibility and control. Lastly, email settings allow for the customization of automated notifications, ensuring consistent and professional communication with members.

Domain Setup

The Domain Setup section allows you to configure the subdomain for your client portal or connect a custom domain. This ensures that your client portal aligns seamlessly with your brand by using a dedicated URL that reflects your business identity. Whether opting for the provided subdomain or integrating your own custom domain, this feature provides flexibility and enhances the professional appearance of your client portal.

The Process of adding a custom domain is simple and straightforward. There is also a linked YouTube Tutorial when trying to add one - so that no Problems occur.

 

 

Branding

The Branding section is designed to customize the visual aspects of your client portal, allowing you to tailor its appearance to match your business identity. Here, you can adjust the portal name, description, and color scheme (primary and secondary colors). You can also upload a favicon, portal image, and logo to reinforce your brand consistency. Advanced options such as custom JavaScript, CSS, and tracking codes are available for further personalization, ensuring a cohesive and professional user experience.

 

 

App Permissions

In the App Permissions section, you can enable or disable specific child apps for your client portal, such as Communities, Courses, Affiliates, Billing & Subscription, and Contracts. This allows you to control the features and applications that your users can access, streamlining their experience based on their needs. Additionally, you can set a default landing page for users, ensuring that they are directed to the most relevant section of the portal upon logging in.

 

 

Email Settings

The Email Settings section provides the tools to customize email notifications for users of your client portal. You can manage email communication for different sections, including Communities, Certificates, and Courses, ensuring timely updates and a smooth flow of information for your clients.

Communities

The Communities Email Settings panel enables you to configure notifications for group-related activities. These include alerts for group invitation acceptance, membership status updates, and general group notifications like comments, tags, and calendar events. Additionally, email settings for courses allow notifications for newly added courses or role changes within groups. Customizable templates ensure that each email aligns with your branding while effectively keeping group members informed.

 

 

Certificates

In the Certificates Email Settings section, you can manage email notifications related to certificate activities. Notifications include alerts for issued or renewed certificates and reminders for expiring certificates. By enabling these settings, you ensure that members are always informed about their achievements and any required renewals. Each notification can be tailored to match your business tone and style, providing a professional and personalized user experience.

 

 

Courses

The Courses Email Settings section focuses on notifications for course-related activities. This includes welcome emails for new sign-ups, drip email schedules, notifications for new course materials, and updates when new comments are added to a course. These settings allow you to automate communication, ensuring that course participants remain engaged and informed while streamlining your administrative efforts.

 

 

 

 

 

 

Branded Mobile App

The Branded Mobile App section is an innovative feature that enables businesses to create their own white-labeled mobile applications without requiring coding expertise. Available for both iOS and Android, these apps are fully customizable to align with a brand’s identity, including logos, colors, and layouts. The apps are designed to enhance engagement by offering push notifications, seamless access to courses and communities, and monetization options. This section empowers businesses to unlock new revenue streams, strengthen brand identity, and provide an elevated user experience through a professional mobile platform tailored to their needs.

Note: The Branded Mobile App feature incurs additional charges - $79/month. This subscription includes unlimited push notifications, full-service app development, and access to both iOS and Android apps. Ensure you have the necessary Apple/Google developer accounts ready for setup.

 

The Courses Tab is a versatile feature that allows users to navigate through various functionalities essential for managing educational content and engaging learners. The tab provides access to key areas such as the Dashboard, Products, Offers, Analytics, and Settings, offering a streamlined experience for course management as highlighted in the following image.

Dashboard

The Dashboard offers a clear overview of your course activities. It displays critical statistics such as opt-ins, sales, member growth, and checkouts over the past 30 days, providing a snapshot of your performance. This central hub helps you track your progress and plan your next steps effectively.

 

 

Products

The Products section is the hub for managing your courses. It allows you to upload educational content, organize lessons, and update course details to provide users with a seamless learning experience. You can preview, edit, or clone your courses, ensuring they are tailored to meet the needs of your audience. The example "Sprint Course" showcases how course management is straightforward and visually intuitive.

You can also rearrange the order of your Courses/Products via the button “Library Sorting” in the yellow highlighted area. The Button “Manage Comments” lets you view and manage all comments for your products.

Via the blue button in the upper right corner you can seamlessly create new Courses. We will cover this Process in the “Setting up Courses” Headline.

Preview

The Preview functionality lets you see your course from the learner's perspective. It includes details like the course name, instructor information, and lesson progress. This ensures all content and layouts are properly aligned, giving learners a polished and professional experience.

Edit Details

Outline Tab

The Outline Tab provides a comprehensive view of your course structure. It allows you to organize and manage lessons, set publishing statuses, and even preview individual lessons. This tab ensures that all course content is logically arranged and ready for learners.

 

 

Details Tab

The Details Tab focuses on course metadata, including the title, description, thumbnail, and instructor information. You can customize visual elements like headers, logos, and favicons, along with advanced options for JavaScript, CSS, and tracking codes, providing complete flexibility for course branding.

 

 

Customize

The "Customize" section allows you to choose and personalize the visual layout of your courses. With several pre-designed themes such as Classic, New York, you can preview and apply a look that aligns with your branding. The flexibility in customization ensures that your course presentation matches your unique style, with new customization options continuously added for enhanced personalization.

 

 

Offers

The "Offers" section displays all the course-related offers you’ve created. Here, you can manage pricing, promotions, and other details, providing an overview of your current and draft offers. The straightforward interface allows you to quickly review and edit existing offers or create new ones to attract learners effectively.

 

 

Comments

In the "Comments" section, instructors can manage feedback and discussions from learners for each course. You can set comment visibility options such as "Enabled," "Hidden," or "Locked" for specific lessons or course modules. This feature ensures streamlined communication while maintaining control over the content shared by learners.

 

 

Certificates

The "Certificates" section allows you to assign and manage course completion certificates for your learners. For each course, you can attach a certificate template that learners will receive upon completion. The status of certificates, such as active or inactive, is clearly displayed, making it easy to track and manage rewards for learner achievements.

 

 

Clone

The Clone functionality allows you to quickly duplicate an existing course or product, enabling you to reuse its structure, content, and settings as a starting point for a new offering.

 

 

Offers

The Offers section enables users to design and manage promotional packages for their courses or products. With this feature, users can create customized offers, manage pricing, and tailor the checkout experience. This is essential for maximizing course enrollments and boosting revenue. The interface provides a clear view of published, draft, and all offers, making it easy to manage multiple promotions simultaneously. You can manage your offers by clicking on the three dot icon and either select “Checkout” or “Edit”, more in the following accordions.

Checkout

The Checkout page provides a preview of the purchase flow for potential customers. It includes customizable elements such as banner images, logos, and additional content like service agreements and extra contact information collection. These settings allow users to create a professional and seamless checkout experience. Users can also edit or preview the checkout page before making it live.

 

 

Edit

Offer Details

In Offer Details, users can set the title, description, pricing, and included products for an offer. Advanced options include HTML and rich-text editing to add detailed descriptions and visuals. Offer accessibility can be scheduled by date or limited by specific durations to create a sense of urgency or exclusivity.

Upsell Options

The Upsell functionality allows users to boost revenue by offering additional related products. There are two options:

1. One-Click Upsell: Enables users to add additional offers immediately after a purchase.
2. In-App Upsell: Allows users to promote other courses or products in the library, encouraging further engagement.

 

 

 

 

Analytics

The Analytics feature provides in-depth insights into your course performance. It includes key metrics such as:

• Course Progress: Tracks the learners' progress through courses.
• Assessments: Monitors quiz and test results.
• Members Analytics: Profiles learner engagement and activity.
• Revenue Analytics: Tracks earnings and sales trends.

Course Progress

The Course Progress section provides detailed tracking of a student's engagement and advancement through the course. Administrators can view metrics such as the percentage of completion, start dates, last login, and the number of logins. This tool is ideal for monitoring progress and identifying areas where students might need additional support.

Just choose the Course you want to see the Analytics from.

Here you can search for specific users.

 

 

Assessments

The Assessments feature showcases the performance of learners on various tests/quizzes. It includes details like completion status, results (pass or fail), percentage scores, and dates of completion. This data allows course/quiz creators to evaluate the effectiveness of their assessments and address any learning gaps. You can filter for specific products/courses and results or use the search field.

 

 

Members Analytics

The Members Analytics section offers a comprehensive view of each member's activity within the courses. This includes their enrollment date, last access, number of logins, and overall course progress. The detailed breakdown helps instructors understand learner behavior and engagement, providing opportunities for personalized interventions.

The following detailed view is available by clicking on the “eye” icon, as you can see in the image before.

 

 

Revenue Analytics

Revenue Analytics provides financial insights, including net revenue trends, revenue per offer, and units sold. Administrators can view graphical data representations such as line charts or bar charts for a specified time period. A summary of total revenue, growth percentages, and offer performance helps businesses optimize their pricing strategies and promotional efforts.

 

 

 

 

Settings

The Settings section allows you to customize your course platform, including:

• Site Details: Manage branding and SEO configurations.
• Domain Setup: Set up a custom domain for your courses/client portal.
• Email Settings: Tailor email communications.
• App Settings: Optimize the experience for desktop and mobile users.

Site Details

The Site Details section allows you to manage the title, subdomain, and branding elements of your courses within the client portal. You can define a custom site title, add custom JavaScript or CSS for advanced configurations, and upload branding elements like a logo and favicon. This ensures a consistent and professional appearance tailored to your business.

Note that you have the option to migrate your “client portal” to the “Legacy Memberships” view here. This “Legacy Memberships” option was up to date before we launched the Client Portal, which is the newer and recommended version from us.

 

 

Domain Setup

The Domain Setup section enables users to customize their client portal URL by either setting up a subdomain or integrating their own custom domain. This ensures a seamless and branded user experience for customers accessing the portal. Note that this Settings within the Courses Tab transfers you to the overall Client Portal settings.

 

 

Email Settings

The Email Settings section provides configuration options for automated email notifications within courses, communities, or certificates. You can enable or disable emails like welcome emails, drip emails, or course updates and customize their templates to align with your communication style. Note that this Notification Settings within the Courses Tab transfers you to the overall Client Portal settings.

 

 

App Settings

The App Settings section allows for the customization of the client portal's mobile app. Key settings include:

• App Details: Add the app name, short name, and a brief description.
• App Icon: Upload icons to represent your app in the app drawer and splash screen.
• App Colors: Choose from pre-selected color palettes to match your branding and provide a visually cohesive experience.

 

 

 

 

The Communities Tab provides a central hub for creating, managing, and customizing community groups. Through this interface, users can navigate the following key sections, the “Groups”, the “Settings” and the “Branded Mobile App” as you can see highlighted in the following image.

Groups

The Groups section within the Communities Tab serves as a central area to manage and interact with community groups. Users can:

• View Existing Groups: The dashboard provides a summary of all active community groups, including their name, number of members, owner details, and current status (e.g., active or inactive).
• Login to Groups: A direct "Login" button allows users to access and manage specific groups easily.
• Create New Groups: A “Create Group” button is available to set up new community groups with custom branding, descriptions, and group-specific URLs. We will cover this Process in Detail under the headline “Setting up Communities”.

 

 

Settings

This Section provides options to Setup and customize your Domain for the Client Portal and so also Communities. Note that this transfers you to the overall Client Portal Domain Settings section.

 

 

Branded Mobile App

This Option transfers you to the Section of setting up a Branded Mobile App for your Client Portal, enabling you to unlock new revenue streams, build a brand identity, boost audience engagement and easily send push notifications to your clients. Note that this transfers you to the overall Client Portal Branded Mobile App Section.

 

 

The Certificates Tab within the Memberships feature allows businesses to create and issue professional certificates to their members effortlessly. Users can choose from pre-designed certificate templates or create custom certificates from scratch, tailoring each design to reflect their brand identity. The interface includes drag-and-drop tools for adding elements such as text, images, badges, and signatures, providing complete flexibility to meet your needs.

Additionally, the Certificates Tab integrates seamlessly with automation workflows, enabling businesses to issue certificates automatically upon course completion or specific milestone achievements. This eliminates manual tasks and ensures timely recognition of member accomplishments. Certificates can be personalized with dynamic placeholders, such as member names, making them feel exclusive and meaningful. Issued certificates can be sent directly to recipients via email, providing a streamlined and professional experience for both administrators and members. This feature is an excellent way to boost engagement, motivate members, and add value to your Memberships/Courses/ClientPortal offerings.

The GoKollab Marketplace Tab within the Memberships feature integrates with the platform GoKollab, which is designed to elevate community visibility and streamline group management. It enables businesses to showcase their communities to a vast audience, making them discoverable by thousands of users. By activating the “GoKollab Marketplace” option, for specific Communities within your Sub-Account, the owners can seamlessly list their Community groups on the platform and gain exposure. To qualify for the Discover page, groups need at least 10 members, ensuring active and engaging communities are featured.

The marketplace creates an ecosystem where anyone can grow their communities on autopilot, connecting with like-minded individuals and unlocking new opportunities for engagement and monetization.

Domain Setup

To establish the Wind Solutions Client Portal, we start by configuring the domain settings. Navigate to “Memberships” → “Client Portal” → "Settings" → “Domain Setup”. The Domain Setup page allows users to define a subdomain for their client portal (e.g., windsolutions.app.clientclub.net) or add a custom domain if desired. This step ensures the portal is uniquely identifiable and accessible.

Connect Custom Domain

Seamlessly connect your own custom domain or subdomain for a personalized and professional client portal. Follow our intuitive setup process for smooth integration.

Enter your desired domain URL and let our system guide you step-by-step to connect it. Add your domain records manually with ease if your domain is not purchased via Wind Solutions, ensuring complete control.

Click Continue if your Domain is purchased via Wind Solutions - this will configure your Domain automatically, otherwise you are directed to the step “Add Records manually” which is also available using the button besides “Continue”.

Add the DNS Record to your DNS Registrars DNS Management Tool and for the specific Domain as told to in the following image. You can watch the Video provided in Wind Solutions for help, use this Documentation, contact your DNS Providers Support for help, or contact Wind Solutions when having troubles.

This is what it would look like when entering the DNS Record using Helloly as DNS Registrar. Note that you may need to add a “.” at the end of the “clientportal.ludicrous.cloud” address, depending on your DNS Registrar.

Verify your DNS updates, changes usually take just a few moments, but can take up to 24 and even 48 hours to update over the whole Internet. If needed, retry until everything is successfully configured.

Your portal, your brand. Customize the domain to reflect your business identity and deliver an exceptional client experience. You hav options to modify your configured Domain or Delete it.

Access your personalized portal instantly with your custom domain. Designed for simplicity and security, it's the gateway to your professional tools and services.

 

 

Branding

Customization is key to creating a portal that reflects the YOUR brand. The Branding page enables adjustments to:

• Portal Name: "Wind Solutions."
• Portal Description: A tagline, "This is the test Client Portal for Wind Solutions!"
• Brand Colors: Primary and secondary colors are set to shades of purple to align with the corporate identity.
• Logos and Images: Users can upload logos, favicons, and portal images to enhance the visual identity of their portal.
• Support Email & Copyright: Provide a support email and a Copyright tag for your client portal.

By adjusting these elements, the portal showcases a cohesive and professional appearance aligned with Wind Solutions' brand values.

App Permissions

The App Permissions section lists various applications that can be enabled or disabled for the client portal. For this demonstration, we kept the default permissions:

• Communities, Courses, Affiliates, Billing & Subscription, and Contracts are all enabled.
• The default landing page is set to "Home."

Email Settings

The Email Settings section defines the notification settings for the portal, communities, certificates and courses. For this demonstration, we left the default settings:

• Notifications such as group invitations, membership approvals, and comments remain enabled with their respective default templates.
• Email templates can be customized later for specific communication needs.

Login Page

Essentially thats it, the final step now is entering the Client Portal using the configured URL - also visible to copy within the client portal Dashboard. In our case the demonstration Client Portal is accessible using the following URL: “https://windsolutions.app.clientclub.net/” Users access the portal through a secure login screen, completed with previously provided Branding:

• Branded colors and logos.
• Options for login via email, secure code, or sign-up for new users.
• Footer displaying the Wind Solutions logo, contact details, and copyright.

This portal demonstrates how easily anyone can create a branded, functional client portal tailored to their needs while leveraging default configurations for streamlined setup.

More about managing the Client Portal now in the following Tab “Managing Client Portal within the Client Portal”

Now, after logging in, this is the Client Portal screen with the following options and features:

1: Quick Links

The left sidebar provides Quick Links for easy navigation (This Quick Links are only available here in the Client Portal Layer):

• Join a Group: Redirects you to the Communities or Groups section where you can explore or join available groups.
• Take a Course: Takes you to the "My Courses" view, giving access to enrolled or available courses.
• Check Affiliate Earnings: Redirects to the Affiliate dashboard, offering insights into earnings and activities.
• Manage Subscriptions: Leads to the Billing & Subscription area in your account settings to view or manage payment details.

2: Recently Opened / Invoices / Contracts

The central area displays:

• Recently Opened: Offers quick access to your most recently accessed groups or materials, like "Wind Solutions" and "Test Group."
• Course Progress: This Area encourages you to complete your courses and showing your progress within them.
• Invoices: Displays your billing information. If no invoices are present, it shows a placeholder message.
• Contracts: Provides access to signed or pending agreements.

3: Quick Nav / Notifications / Account Settings

The top-right menu bar features:

• Quick Nav: A simplified grid-style navigation menu giving fast access to sections like Communities, Courses, and Affiliates - This Quick Nav is always available not mattering if you are within a course, community or clientportal layer.
• Notifications: Displays real-time alerts for updates such as new events, announcements, or activities.
• Account Settings: Access your profile details with options like "Manage Your Account" (More About this in the following Accordion) or logging out.

Manage Your Account

Profile

The Profile section allows users to manage their basic personal details and profile settings. This includes fields such as full name, profile title, a personalized profile URL slug, and a biography. Users can upload a profile picture to give a more personalized touch to their account. All changes can be saved for future visibility across the client portal.

 

 

Account

In the Account tab, users can view and update critical account details. This includes their login email and the option to change their password for enhanced security. It provides a simple and secure way to manage account credentials effectively.

 

 

Social Media

The Social Media section is where users can link their social media accounts for better visibility and connectivity. This includes fields for Facebook, Instagram, LinkedIn, Twitter, and personal website URLs. The user can specify the visibility settings and primary contact method, ensuring streamlined communication.

 

 

Certificates

Under the Certificates tab, users can view and download certificates associated with completed courses or assignments. This feature provides a centralized space for all certification-related records, helping users showcase their achievements easily.

 

 

Billing & Subscription

The Billing & Subscription section allows users to manage their subscriptions and view invoice history. After a two-factor authentication (2FA) via email, users can access detailed billing information, including active subscriptions, invoices, and past transactions. This ensures transparency and easy access to financial records.

 

 

Communities & Chats

The Communities & Chats section lets users manage their engagement within community groups and direct chat messages. Users can toggle their chat availability status, participate in group discussions like "Test Group" or "Wind Solutions," and block unwanted users. This section fosters communication and community participation efficiently.

 

 

 

 

The Communities tab within Wind Solutions allows you to create, manage, and engage with community groups. These groups act as interactive hubs for collaboration, learning, and communication. Navigating to the “Communities” tab within the “Memberships” Feature reveals all existing groups, like "Test Group" and "Wind Solutions" - which we are going to create now, where you can log in or manage them.

Creating a Group

To create a new group, click on the "Create Group" button. Fill in essential details like:

• Group Name: Provide a unique and descriptive name, e.g., "Wind Solutions."
• Group URL: Customize a shareable URL for your group.
• Group Description: Write a concise description about the group’s purpose and activities, such as "This is the best community group for Wind Solutions."
• Discovery Settings: Enable discovery to make your group visible to millions of active users after reaching a threshold of 10 members.
• Branding: Customize your group with a favicon, cover image, and logo.

As you can see in the following image we can now see the “Wind Solutions” Group in the interface “Communities” → “Groups” within Wind Solutions, which provides quick access to active groups with key information like the number of members, owner details, and group status. The clear and organized layout simplifies managing multiple community groups efficiently.

After creating a Community/Group within Wind Solutions you can only edit it directly within the Client Portal / Community Settings as you will see in the following Tab “Managing Communities/Groups within the Client Portal”.

By Clicking on “Login” for the desired Group you want to open you will get transferred to the Client Portal login page, where you need to set your Password. 

After creating or joining a group, you may need to complete your profile. This includes uploading a profile picture, adding a description, and setting your preferences. These details enhance trust and engagement within the group, fostering better collaboration.

More about managing Communities/Groups now in the following Tab “Managing Memberships within the Client Portal”.

After clicking on a group available from the Client Portal or the Wind Solutions Communities/Groups Tab and the here located “Login” Button you  will get transferred to the following Default Community Layout with Editing and Customization options as you will see shortly.

1: Groups and Channels

This image illustrates how to organize and navigate groups and channels within the Wind Solutions Client Portal. The left-hand side displays the groups and channels list. The "Groups" section includes community groups, such as "Test Group" and "Wind Solutions", depending on which Groups you created, allowing users to quickly switch between Groups/Communities. Channels, such as "Home" and "Announcements," provide a space for focused discussions and updates within a group. Administrators can add new channels by clicking the "+ ADD CHANNEL" button in the bottom area of this section.

Also this Collapse Icon as highlighted with the red arrow within the following image enables “reading mode” and collapses this left sidebar.

2: Navigation Tabs

The navigation tabs at the top of the page—"Discussion," "Learning," "Members," "Events," "Leaderboard," and "About"—offer users quick access to key community functionalities. For example, "Discussion" is where members can interact via posts and comments, while "Events" and "Leaderboard" provide insights into group activities and user rankings, fostering community engagement.

Discussion

The Discussion tab is the central space where group members interact by sharing posts, ideas, and updates. In the visual example, a "Test Post" is displayed under the announcements section, highlighting how users can publish posts with formatted text, embedded links, and rich text options. This ensures clear communication and a professional look for group discussions. 

The "Publish Post" feature lets members choose the relevant channel for their content, fostering organized and meaningful discussions.

 

 

Learning

The Learning tab provides a dedicated space to integrate courses within the group. As shown, adding a course involves selecting from existing course options and configuring access settings like subscription type (e.g., recurring) and pricing. This feature streamlines the delivery of educational content to group members and offers monetization opportunities through paid subscriptions.

 

 

Members

The Members tab allows administrators to manage group participants effectively. The displayed list includes member names, activity status, and roles, such as admins or contributors. This enables transparent member tracking, fosters collaboration, and supports quick updates to group management.

 

 

Events

The Events tab offers a calendar view where upcoming events are highlighted, as seen with the "Test Event." Administrators can create events by specifying the title, time, date, and recurrence settings. This ensures members are informed about group activities, meetings, or learning sessions, improving engagement and participation.

 

 

Leaderboard

The Leaderboard tab gamifies group participation by showcasing members' achievements and activity levels. Users progress through different levels based on their engagement, with rewards incentivizing active involvement. The "Add Rewards" feature allows admins to define custom rewards, fostering motivation and a sense of accomplishment within the community.

 

 

About

The About tab provides a space for a detailed group description, mission statement, or any relevant information. Administrators can upload media files, such as images or videos, to visually represent the group’s objectives. This tab serves as a welcome page and helps members understand the group’s purpose at a glance.

 

 

3: Dark Mode / Quick Nav / Notifications / Account Settings

The quick-access bar at the top-right corner provides a seamless user experience. It includes:

1. Dark Mode Toggle: Allows users to switch between light and dark themes for better visibility.
2. Quick Nav: Direct shortcuts to Communities, Courses, and Affiliates.
3. Notifications: Keeps users informed about upcoming events, posts, and community updates.
4. Account Settings: Provides access to manage account preferences or log out of the portal.

4. Chat

5: Settings

The Settings for each community or group within the client portal provide administrators with comprehensive control over customization, functionality, and user management. These settings are accessible through the Community Layer within the client portal interface. Below is a detailed description of the options available:

Details

This section allows administrators to manage the basic settings for their group, including:

• Group Name: Define the name displayed for your community.
• URL: Customize the community’s public URL for easy sharing.
• Description: Provide a concise summary of the group’s purpose.
• Visibility: Choose between Public (visible to everyone) or Private (restricted access for members).
• Accessibility: Toggle the option to make the group discoverable from the portal's switcher.

 

 

Subscriptions

Administrators can manage membership subscriptions under this section:

• Default Price: Set the community/group to Free.
• Custom Price: Add subscription tiers with customizable pricing options.
  • Options include Recurring Payments, Trial Periods, and Billing Frequency (e.g., Monthly).

 

 

Branding

Brand your group to match your organization's visual identity:

• Upload custom Favicon, Cover Image, and Logo.
• Maintain consistency with your business's design elements to strengthen branding.

 

 

Themes

The Themes section allows for appearance customization:

• Toggle between Light or Dark Mode for the group interface.
• Choose a Community Theme from a variety of color schemes or define a custom palette.

 

 

Membership Questions

This section facilitates managing access to your group:

• Enable the option to ask Membership Questions to gather necessary information from users requesting to join.
• Add multiple question types such as:
  • Textbox for open-ended responses.
  • Single Select or Multiple Select for predefined answers.

 

 

Gamification & Rewards

To boost engagement, administrators can:

• Customize Level Names to represent milestones within the group.
• Define Rewards such as badges or titles that members can earn based on activity.

 

 

Links

The Links tab allows the creation of promotional URLs:

• Share relevant links, such as official websites or additional resources, directly within the community.

 

 

Reported Content

The Reported Content feature within the community settings provides administrators with tools to monitor and manage reported posts or comments. When community members report inappropriate or unwanted content, it appears in this section for review. Administrators can choose to take various actions, such as deleting the content, suspending the member, or issuing warnings. This section ensures a safe and moderated environment within the group. In this example, no reported content exists currently, but once reports are submitted, they will populate in this space for action.

 

 

Discovery

The Discovery feature allows communities to increase their visibility by enabling discoverability. When this feature is turned on, the group becomes visible on the platform's discover page, provided the group has more than 10 members. Administrators can configure a unique URL for the community to make it easily shareable and recognizable. For this demonstration, the community’s unique discovery link is already set, showcasing its integration with the main platform.

 

 

6: Invite Members

The "Invite Members" option streamlines the process of adding new members to the group. You can copy a group link or send email invitations directly. The interface also allows granting administrative privileges to invited members for better group management.

Overview of Courses Section: The Courses section within Wind Solutions allows users to manage and create their digital learning products effortlessly. The user-friendly interface categorizes courses into different templates like Sprint Course, Marathon Course, Membership, and Custom Builds. This functionality is designed to cater to a variety of audience needs, providing flexibility and scalability for educators and business owners alike.

Navigate to “Memberships” → "Courses" → "Products" to access your Courses/Products.

Accessing the Courses Menu: Navigate to the Courses tab within Memberships. From there, users can explore options such as Dashboard, Products, Offers, Analytics, and Settings. These menus provide an overview and management options for existing and new courses. Click on Products and choose to Create a Product using the button as visible in the image before.

Selecting a Course Template: Choose from the available templates based on the intended course structure:

• Sprint Course: Ideal for short, focused learning pathways.
• Marathon Course: Suitable for extensive, in-depth learning modules.
• Membership: For nurturing networks and building ongoing communities.
• Custom Build: Enables users to create a tailored product.

Generating a New Course: Once a template is selected, users can name the course using the "Generate Product" prompt. This process creates the foundational structure of the course.

The customization options for each course include the following sections, accessible via tabs:

• Outline: Define the structure of the course, including chapters, lessons, and milestones.
• Details: Provide essential information like course description, objectives, and target audience.
• Customize: Modify the visual branding, themes, and unique styles of the course to match your brand identity.
• Offers: Manage pricing models, subscription plans, and discounts for the course.
• Comments: Enable student feedback and engagement by allowing comments within the course structure.
• Certificate: Configure and design completion certificates for students who successfully complete the course.

Outline

The Outline feature provides a hierarchical structure for organizing your course. As shown in the visuals, you can create layers of categories, lessons, subcategories, and assessments to ensure a clear flow of content. The example showcases how the "Introduction" category includes sections such as "Welcome to the Course" and "About Your Instructor." Each section can be published or kept locked until certain criteria are met. This enables instructors to deliver content step-by-step, ensuring learners engage with materials in a structured manner.

 

 

Details

The Details section is where you define your course’s identity. Input the course title, such as "Marathon Course," and provide a compelling description to entice potential learners. A product thumbnail can be added for visual representation, as seen in the image. These details help set expectations and communicate the purpose of the course to your audience.

 

 

Customize

The Customize feature allows you to tailor the visual appearance of your course. As highlighted in the visuals, multiple themes such as "Classic," "New York," are available for selection. Each theme is previewable, enabling you to choose and apply a design that aligns with your branding. This feature provides an opportunity to enhance the learning experience visually, ensuring the course is engaging and aesthetically pleasing. Dont forget to customize selected theme if you want to add anything!

 

 

Offers

The Offers section provides tools to create special pricing and promotions for your courses. As demonstrated in the visuals, you can set up new offers by specifying the title, product, type, and pricing details. The example highlights an offer priced at $9.99 for the "Marathon Course." Offers can be tailored to specific audiences, such as free trials or discounted rates, and include access restrictions based on date or duration. This flexibility makes it easy to attract more learners while maintaining control over your content's accessibility.

At first we wont see any offer here because we did not create any - lets do this.

Navigate to Courses → Offers and click “+ Create Offer”

Provide the desired offer details - you also have the option to create a offer in the payment mode “test” before publishing.

After creating it you are presented with these further option of customization regarding the just created offer.

Now as you can see a offer is linked to our course/product.

 

 

Comments

In the Comments section, instructors can manage feedback and discussions. As shown in the image, comments can be enabled or disabled for each course section, such as "Introduction" or "Fundamentals." Privacy settings allow you to decide if comments should be public or private, fostering engagement and improving the course through learner interaction.

 

 

Certificate

The Certificate feature enables you to reward learners upon course completion. In the provided visualization, instructors can attach certificate templates to a course, specifying types like "Course Complete." This feature adds a professional touch to your courses, recognizing learners' efforts and boosting the value of your offering.

 

 

Now when you are finished with your Product/Course you just created you need to save everything and switch to the Client Portal and Community where you want to add this Course. As you will see in the following Tab “ Managing Courses within the Client Portal”.

The "Learning" section within the Communities provides an intuitive interface for managing and adding courses to community groups. This section allows you to enrich your group experience by offering structured learning content.

To add a course, click on the + ADD COURSE button. In the "Add Course" popup, select a pre-created course from the dropdown menu. Configure access settings, subscription type (e.g., free or recurring payments), and payment details. Ensure that your payment integration is connected for paid courses. You can also define trial periods and billing frequency for recurring courses, as shown in the visualization.

We will create free Courses in this example.

Once a course is added, it appears as a card in the Learning section. You can manage it further using the three-dot menu, which allows you to delete, move, or copy a link to the course.

Clicking on a course provides detailed information about its structure. Users can navigate through categories, lessons, and objectives while interacting with instructors or other participants via the comment section at the bottom. Completed lessons are marked for better progress tracking, as shown in the detailed view of the Marathon Course.

The clean and simple interface ensures seamless navigation and efficient management of courses for community administrators and members alike.

Click on the button “+ Connect a domain” in the upper right corner as highlighted in the image below.

This will lead you to the Step where you need to enter the domain you want to Connect. In our example we will connect the domain “windsolutions-test.at”.

Click Continue to get to the next step, if you purchased the domain using Wind Solutions you can click continue in the step visible in the next image to configure the Domain automatically, if not you are forwarded to the “Add Record manually”  option, which you can also enter by clicking the option available. Also note that in this step you have the option to also add the www subdomain option of your domain.

When connecting an existing domain, updating your DNS records is a critical step. Wind Solutions will provide specific DNS values that must be added to your domain registrars control panel. These settings ensure your domain is correctly linked to your site on the Wind Solutions platform.

Start by adding an A Record to point the root domain (indicated by @) to the IP address provided by Wind Solutions. This directs traffic from your domain to the hosting server. Next, add a CNAME Record for the www subdomain. This record maps www.yourdomain.com to the same hosting server, ensuring users can access your site.

Once you've added these records, save the changes and return to Wind Solutions to complete the verification process. Keep in mind that DNS changes can take up to 48 hours to propagate globally, although it often happens within a few minutes.

In our example of adding the DNS Records in order to connect a domain, we will use Helloly as DNS Provider/Registrar. Enter the DNS Management tool of your DNS Provider and add the DNS Records as told to.

Note that there may already be a Default A/Cname Record with a "www" Hostname, this can occur in Problems when adding another Record - to solve this you can just edit the existing Record or delete it and enter the new one.

Once you have updated your DNS records at your registrar, return to Wind Solutions and click the Verify Records button. The platform will check if the records are correctly configured. If everything has been set up properly, you will see a confirmation message, and your domain will be successfully connected.

In case the verification fails, double-check your DNS entries to ensure they match the exact values provided by Wind Solutions. Pay special attention to details like the record type (A or CNAME), host name, and IP address or hostname. If issues persist even after 48 hours, you can contact the support of your DNS Registrar or contact Wind Solutions support for assistance.

As you can see our Domains are successfully added to Wind Solutions.

If you prefer to purchase a new domain directly through Wind Solutions, the process is seamless and user-friendly. 

Start by clicking on “Purchase a domain” in the Domain Settings this will lead you to the page where you need to enter your desired domain name in the search bar. The system will display a list of available domains, including various extensions like .com, .org, .net, and more. Note that as of now we do not offer the top level domain “.at”, if you want to use a domain with this top level domain you need to choose another DNS Provider such as Helloly, GoDaddy or CloudFlare.

Once you find a domain that suits your needs, you can proceed to purchase it. After completing the payment, the domain will appear in your Wind Solutions account as an active domain (it may take a few minutes to change its status to active), ready for configuration. This eliminates the need to use a separate domain registrar, saving you time and ensuring your domain is immediately integrated with the platform.

You have the option to manually configure your Domain using the configure button as visible in the image before. Within the selected Domains section, click Add Record. From there, you will be prompted to specify the type of record, the host name, and the corresponding value.

For example, to set up an A Record for the root domain, choose "A" as the type, use @ as the host name, and enter the IP address provided by Wind Solutions in the value field. Similarly, you can add a CNAME Record for the www subdomain by specifying www as the host name and entering the hostname provided by Wind Solutions in the value field. Save the record and allow time for the changes to take effect.

In the Funnels tab, you can view and manage all the funnels you've created. Each funnel is listed along with its last updated timestamp and the number of steps it contains. To edit a specific funnel, simply click on its name. This will take you to the selected funnel, where you can customize each step, configure settings, and assign a domain.

The funnel editor is divided into sections like Steps, Stats, Sales, and Settings. The Steps section allows you to add, edit, or reorder steps within your funnel, while the Settings section is where you assign a domain and adjust other critical configurations.

To assign a domain to a funnel, navigate to the Settings tab within the funnel editor. Here, you'll see a field labeled Domain, which provides a dropdown menu of available domains in your sub-account. Select the desired domain for your funnel. You can also set a custom path, such as /plumbing, to create a unique URL structure.

Additionally, this section allows you to enable features like payment processing, tracking codes, image optimization and more. Be sure to save your changes once you've configured all the necessary settings.

Each funnel step can be edited individually to meet your needs. Click on the step you wish to edit, and you will be taken to a detailed editor where you can update the page design, content, and settings. You can also assign specific paths for each step, ensuring the URLs are clean and SEO-friendly.

For advanced functionality, you can set up split tests for your funnel steps, allowing you to optimize performance by comparing different variations. Once all steps are configured, publish your funnel to make it live.

Note that we will only show a Website as example here, this is because Stores and Webinars are essentially functioning exactly the same as Websites in this scenario of editing Domains and Paths.

The Websites tab in the Sites section is where you can create and manage full-fledged websites. Each website is listed along with details like the number of pages it contains and the last updated timestamp. To edit a website, click on its name, which will open the website editor.

In the website editor, you'll find options to manage pages, track stats, and configure security settings. You can also assign a domain and customize the path for the website, much like you would for a funnel. The editor provides a visual interface, making it easy to adjust layouts, add new pages, and modify existing content.

Navigate to the Settings Tab of a Website to select a connected Domain and corresponding path as you wish.

You can also manage paths of specific pages using the three dot icon to enter the settings of a page.