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Getting Started is Easy

Please refer to the detailed setup guide provided to easily duplicate and configure your portal. Should you require any assistance, feel free to reach out to me via the platform where you purchased this template, or on Instagram

I*'m always happy to help!***

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Welcome to your Client Portal Manager

This is your central space to manage and access all your client portals. Each entry opens up to an individual client portal. I've provided two sample portals (both are identical) for your reference.

• First, set up your master template: Click on one of the sample portals and open it. Customize it according to your agency's branding, adding your logo, colors, and any default information you want in every new client portal.
• Then, duplicate it for a new client: Once you're done setting it up according to your branding, please duplicate one of these portals (by right-clicking on it) to create a new, ready-to-go portal for each new client.
• The other sample portal can be deleted or kept for future reference.

Client Portals

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Access your Product guide and Canva templates

Add-Ons

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💬 If you’re loving the template, I’d be incredibly grateful if you could leave a quick review. It helps others discover my store and means the world to me. 💛

🌟Leave a review- Etsy 🌟Leave a review - Gumroad

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📷 Social Media : Instagram

📧  Email : [email protected]

For Personal Use Only. Please note that this template may not be modified for commercial purposes or resale in its original or any altered form.

© 2025 SortedSapling. All Rights Reserved.

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