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Adding Tabs and Content to the Client Portal

With the Client Portal Pro extension, you can now easily add new tabs and content by adding a child page to your client portal page in the WordPress pages section.

In the screenshot above, you can see that the “Custom Tab” page is a child page of the “Client Portal” page.

First, make sure the “Client Portal” page is selected in Jetpack CRM > CRM Settings > Client Portal.

Once that is confirmed, all you need to do to have new tabs and content via the client portal is to create a child page to the portal. Simply make a WordPress page as normal, and then set the “Parent Page” to be your Client Portal page.

set the parent page

If you can’t see the “Parent Page” option, it might be that your theme does not support it, or the editor does not display it for you. You should still be able to edit the page by using Quick Edit in the page list view and choosing the parent there:

Set the page parent via Quick Edit (if available in your theme)

All newly added tabs will be hidden by default. To make newly added tab visible, go to CRM Settings > Client Portal > Client Portal Pro Page Settings, and uncheck “Hide” on pages you want to show as tabs.

Uncheck “Hide” on Client Portal child pages you created to make them visible as tabs

Once you’ve done this, your Portal will now look like this, notice the extra “Custom Tab” which loads in the content you have on your child page.

That’s all that there is to it. You can now easily add pages to the client portal, customised to your needs via the WordPress page system.

Available as part of Client Portal Pro
This feature is only available if you have Client Portal Pro installed.
Purchase now or pick up as part of a bundle

Updated on February 27, 2023

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