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May 22, 2023 | 0 comments

How to Customize Your Client Area with AgencyPortal

Back In Time

2 Minutes read


AgencyPortal, your definitive client portal solution, isn’t just a modification of WHMCS. It’s a transformative enhancement, integrating powerful features that are tailored to meet the unique demands of your marketing agency. One of its greatest strengths is the ability to customize your client area to fit your brand aesthetic and improve user experience. For this, we employ the ClientX theme by WHMCS Global Services, the most popular, versatile and customizable theme for WHMCS.

Setting the Stage

When it comes to customizing your client area, you need to start with a vision. The client area is a reflection of your brand’s identity, so it should be consistent with your colors, fonts, logo, and other branding elements. Keep this in mind as we dive into the customization process.

Accessing the Theme Customizer

With AgencyPortal, customization is a breeze. To start, navigate to the theme customizer found in your AgencyPortal dashboard. Here, you can start implementing changes that will be immediately reflected in your client area. It’s quick, simple, and intuitive.

Logo, Colors, and Fonts

First off, you’ll want to add your logo. This can be done by navigating to the logo section in the theme customizer, uploading your logo image, and selecting ‘Save’. Remember, your logo is the face of your brand, so make sure it’s clear and correctly sized.

Next up is setting your brand colors. The ClientX theme offers an easy-to-use color picker tool. You can set your primary, secondary, and background colors, aligning them with your brand’s color palette.

Fonts are another integral aspect of your brand identity. AgencyPortal allows you to choose from an array of Google Fonts to use in your client area. Pick one that complements your branding, ensuring that it’s easy to read and aesthetically pleasing.

Layout and Design

The ClientX theme provides numerous layout options for your client area. You can choose to have a boxed layout, a full-width layout, or a sidebar on the left or right. Play around with these options and see what works best for your clients.

Furthermore, you have the freedom to tweak the header and footer styles, menu configuration, button styles, and so much more. The flexibility of ClientX gives you total control over how you want your client area to look and function.

The Power of Addons

AgencyPortal’s addons provide an extra level of customization. These modules enhance the functionality of your client portal, allowing you to offer services like dynamic SEO reporting, Google Data Studio integration, CRM synchronization, and more.

Wrapping Up

Customizing your client area with AgencyPortal and the ClientX theme is an intuitive process that gives you a high degree of control over the client experience. By leveraging these tools, you can create a client portal that not only looks great but functions efficiently and aligns seamlessly with your brand identity.

Don’t forget, if you ever need assistance, our expert team is always ready to support you in creating the ultimate client portal experience. Happy customizing!

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About the Author

Bill Fow is a committed professional who balances his time between leading Aspire Digital Solutions and innovating at AgencyPortal. With an extensive background in digital marketing, he understands the challenges faced by marketing agencies and uses this insight to drive improvements and create client-oriented solutions. His dedication to his work is matched by his commitment to learning about the latest industry trends. When he's not working on his businesses, he enjoys spending quality time with his family.