Alvéya

How to set up branded subdomains for your client portal and funnels in Alvéya — adding CNAME records, verifying, and options for multiple subdomains.

Domain Setup for Client Portal, Courses and Funnels

Grant or remove a student's access to a course, community, or membership immediately, without waiting on an automation — done from their contact record in a couple of clicks.

How to Manually Add or Revoke Course, Community or Membership Access

Courses & Memberships

Communities are part of your Client Portal, so the next step is to configure the portal settings.

Create & Customise your Client Portal

Create a client portal domain name

Three ways to give clients access to your client portal — magic links, direct invitations, and login emails — plus how invited and joined user counts work and when to…

Inviting Users to the Client Portal

How to enable document sharing in the Client Portal and share files with individual clients — including how clients view shared files and upload their own documents back to you.

How to Share Documents Through the Client Portal

Add a Course to Your Client Portal

Customise the portal where your members can access courses and communities

Client Portals

Set up, build, and price

This is where you create the course itself — your title, thumbnail, offer pricing, and all your content. It's done in two parts: the initial…

Step 1 — Part A: Create Your Course

Now build out the content structure inside your course. Alvéya creates a sample module automatically when your course is set up — rename it or delete it and start fresh.

Step 1 — Part B — Build your modules and lessons

Once your content is in place, take a few minutes to work through the settings tabs in the left-hand panel of your course. You'll see: Outline, Settings, Customize, Offers, Comments,…

Step 1 - Part C — Configure your course settings

Your client portal is the environment your students log into to access their courses. This step covers branding it to match your business — logo, colours, fonts, and the overall…

Step 2 - Client portal for course access, system emails and customisation

Selling your course - there are a few ways to sell for a course including recurring payment plans, one-time payments, subscriptions, and different sales delivery methods.

Step 3 - Selling your course

how to create an offer that bundles multiple courses together for sale. Following these steps will allow a team member to set up pricing and grant access to all selected…

Create a Course Bundle Offer

How the "# of Days" and "Specific Date" drip settings release module content, why timing can look off depending on your time zone, and how to test it before launch.

How Drip Feed Timing Works for Modules

Educate your audience beyond the clinic room

Courses

Quick answers to common course questions: assigning students to multiple courses, pausing subscriptions, customising the course-removal email, and why a course isn't showing in the All Courses or My Courses…

Courses | Frequently Asked Questions

A walkthrough of the six ready-made workflow templates that come with your course or subscription — abandoned cart recovery, bump offers, new member welcome and nurture, course completion, payment failures,…

Your Course & Subscription Workflow Templates

See every student enrolled in a course, their progress, and login activity — all from the course itself, rather than checking contact profiles one by one.

How to See Who's Enrolled in a Course

If a student can't log in to their course, send them a Magic Link from Alvéya — a one-click login that bypasses the need for a password.

How to Re-Send Login Links or Reset a Password

How to cancel a student's subscription on their behalf from the Payments area in Alvéya, including what happens to their course access and why the action cannot be undone.

How to Cancel a Student's Subscription

Automatically manage membership and course access based on payment events — remove access when a payment fails or subscription cancels, and restore access (manually or via automation) once payment is…

Automations for Membership and Courses

FAQs

Step 1 — Create a Community Group

Step 2 - Inviting Members and Setting Roles

A collection of questions we've had from users that mighinterest you

Communities FAQ

Within Alvéya, you can customise the look of each community group.Each community can have a unique appearance aligned with your color palette.A new community will initially have standard blue buttons…

Customising Individual Communities: Colours & Settings

Communities inside Alvéya allow you to create a private space where your audience, clients or patients can interact with you and each other.

Communities

Create a custom design with text, images, and links

Our Service

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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