Sell what you know. Give clients a place to log in.
Host video courses and training programs, sell memberships that bill monthly, run a private community, and give every customer a portal where they see their appointments, invoices, documents and messages — under your brand.
From your site; card on file, billed monthly.
Videos, lessons, a community, their bookings and invoices.
Progress tracked; sessions booked from inside.
One place for everythingOr a rule reaches out when they stall.
Recurring revenueWhy this matters for a business like yours
Not every business is a service call. Trainers, clinics, studios and consultants sell programs, packages and memberships — and their customers want one place to log in, watch, book and pay. The portal is that place, on your domain, with your logo, without a second subscription to a course platform.
Courses hold video lessons, PDFs and quizzes with progress tracking. Memberships bill on a schedule and unlock content, calendars or a community. The client portal shows any customer their upcoming appointments, past invoices, signed documents and their conversation with you — which cuts a surprising amount of 'can you resend that?' texts.
Courses & Client Portal, in full
- ✓Courses — video lessons, downloads, quizzes, drip release, progress tracking.
- ✓Memberships — recurring billing that unlocks content, calendars or community.
- ✓Community — a private group with posts, comments and channels, on your domain.
- ✓Client portal — appointments, invoices, documents, messages — per customer.
- ✓Certificates — issued automatically on completion.
- ✓Mobile-friendly — works on the phone; a branded app is available.
- ✓Connected to everything — a purchase creates the contact, tags it, and starts the welcome sequence.
- ✓Your brand — your logo, colors and domain throughout.
From discovery call to live
Decide what's for sale
A course, a monthly membership, a package of sessions, or just a portal for existing clients.
We set up the structure
Products, pricing, what each unlocks, and the welcome sequence.
Load your content
Send us the videos and files; we organize and publish. Or upload yourself — it's drag-and-drop.
What it looks like in three businesses
Monthly membership with access to drill videos and priority booking for skills sessions; a parent community for announcements.
A VIP membership billed monthly with treatment credits, plus a portal showing each client's treatment history and consent forms.
A paid course with drip-released modules and a community; buyers book 1-on-1 calls from inside the portal.
Straight answers about Courses & Client Portal
Do I need this if I'm a plumber?
Probably not on day one — but a maintenance-plan membership that bills monthly and unlocks priority booking is a real revenue line for trades.
Can members book sessions from the portal?
Yes — calendars can be restricted to members, and bookings show in their portal.
Is there a branded mobile app?
Members can use the portal on any phone. A fully branded app in the app stores is available as an add-on.
Related features
Want Courses & Client Portal running by next week?
On Done-For-You we build it from a 20-minute call and show it to you live before it goes on. On Self-Serve it's in your account today.
Usage for calls, texts, emails and AI actions is billed to your card at cost. No contracts. Cancel any time.