Adding your course to the client portal allows you to:
• Deliver content in one organised space
• Control access based on your program or offer
• Create a seamless experience for your clients
Watch the video above to learn how
Step 1 — Open the Client Portal
Log in to your Client Portal.
From the top navigation, click on the:
Learning tab
If you do not see the Learning tab, you will need to enable it.
Step 2 — Enable the Learning Tab (If Needed)
Go to:
Settings → Permissions
Toggle on the Learning option.
Once enabled, return to your client portal and open the Learning tab.
Step 3 — Add Your Course
Inside the Learning tab:
Click Add Course
Select the course you want to add
Your course will now be available within the portal.
Step 4 — Set Course Access
You can control who has access to your course.
Options include:
All Members
The course is available to everyone inside your client portal.
Purchase Required
The course is unlocked after someone buys it.
Drip Access
The course unlocks after a set number of days.
Private Channel Access
Only members inside a specific group or community can access the course.
Invite Only
The course remains private and can only be accessed by users you invite.
Next Step
Once your course is added, you can:
• Connect it to a product for purchase
• Add it to a community or program
• Automate access through workflows