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Adding Tabs and Content to the Client Portal

With the Client Portal Pro extension, you can easily add new tabs and content by adding a sub page to your original client portal page.

First, make sure the client portal page is assigned in Jetpack CRM > CRM Settings > Client Portal.

Next, follow the WordPress guide to create a sub page of that original client portal page.

All newly added tabs (sub pages) will be hidden by default in the Client Portal. Follow these steps to make them visible:

  1. Go to Jetpack CRM > CRM Settings > Client Portal.
  2. Scroll down to the “Client Portal Pro Page Settings” section.
  3. Uncheck the “Hide” box for the sub pages you want to be shown as tabs in the Client Portal.
  4. Scroll down to the bottom of the page and click the “Save Settings” button.

Once you’ve done that, your Client Portal will look like this. Notice the extra “Custom Tab” link, which will load the content of that sub page.

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 June 22, 2023

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