Troubleshooting Client Portal

Some of the issues encountered in Client Portal:

Getting “Page Not Found” error on a Client Portal tab

Make sure a Client Portal page is set up from Jetpack CRM > Settings > Client Portal:

Check your URL, for example, you noticed this on the URL when opening your Quotes page: /clientsquotes/1, where it should be /clients/quotes/1 instead. There’s a missing / between clients and quotes.

Make sure to check your Permalinks settings and we recommend setting it to Post Name.

Two Client Portal pages

In case you noticed you have 2 Client Portal pages, feel free to delete one Client Portal page from your Pages in wp-admin.

When logging into Client Portal, I’m getting “Your username or password was incorrect.”

Each Jetpack CRM Contact must have an associated WordPress user account in order to use the Client Portal.

Updated on September 19, 2022

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