Client Portal Branded Mobile App

Overview

The Client Portal Branded Mobile App gives your clients a modern, mobile-first way to interact with your business. It centralizes key client actions—like viewing courses, checking invoices, sending messages, and signing contracts—inside one branded experience.

This guide covers the enhanced dashboard experience, how contracts work inside the portal, and the guided workflow for launching your own branded app.

What’s Improved in the Client Portal

Dashboard Enhancements

• Personalized welcome: Clients see their name and profile image for a more personal feel.
• Quick actions: One-tap access to important areas like courses, invoices, messages, and communities.
• Mobile-optimized top bar: Designed for easier navigation on smaller screens.
• App switcher (mobile): Helps clients jump between connected apps or key sections faster.

Contracts & Digital Signing

Contracts and documents can be delivered digitally through the client dashboard—so clients can sign from any device without printing or scanning.

• Send contracts: Deliver multiple contracts to the same client as needed.
• Client view: Clients can open and review contracts directly from the dashboard.
• Digital signing: Sign online using a guided signing experience.
• Downloadable copies: Signed contracts can be downloaded after completion.

How Clients Use the Portal Dashboard

Quick Actions

The Quick Actions section provides fast access to key client areas:

• Courses: View enrolled content and learning progress.
• Invoices: Review billing items and payment history.
• Messages: Communicate with your team from one inbox.
• Communities: Access membership groups and community areas you provide.

Mobile App Switcher

On mobile devices, the App Switcher appears in the top bar, helping clients move between connected apps or sections quickly—ideal for navigation on small screens.

Launch Your Branded Mobile App

BizStackPro provides a guided setup wizard that helps you complete your branding, configuration, and submission steps for the Branded Mobile App.

Step 1: Open the Branded Mobile App Setup

1. Go to your Client Portal area in BizStackPro.
2. Select the correct Subaccount.
3. Open Branded Mobile App to launch the setup wizard.

Step 2: Complete Branding

• Logo: Upload your logo in the recommended size/format.
• Colors: Set your primary/secondary brand colors.
• Business info: Add your company name and contact details used throughout the app.

Step 3: Track Progress and Submit

• Use the setup checklist to confirm every required step is completed.
• Look for steps flagged as incomplete (often highlighted in red).
• When all required items are complete, submit the app for review/publishing.

Best Practices

• Use clear contract names so clients instantly recognize what they’re signing.
• Test the full client journey using a test client before inviting real users.
• Keep branding consistent across your app, website, emails, and client portal.
• Promote the app to increase client adoption and repeat engagement.