Enrolling Contacts in Community Groups and Courses via the Client Portal: A Step-by-Step Guide

Introduction

Hey there! Let me walk you through the process of enrolling contacts in community groups and courses using the client portal. It’s a breeze once you get the hang of it, and I’m here to guide you every step of the way.

Accessing the Client Portal

First things first, to get started, you’ll need to log in to your account on the client portal. This is where all the magic happens! Once you’re in, you’ll see a range of options at your disposal.

Navigating to the Contact Details Page

Now, let’s dive into enrolling contacts. To manually enroll contacts into community groups and courses, head over to the contact details page. This is where you can view and manage all the information related to your contacts.

Enrolling Contacts

Enrolling contacts is as simple as pie. Just follow these steps:

• Click on the contact you wish to enroll.
• Look for the “Enroll” button and give it a friendly click.
• Select the community group or course you want to enroll them in.
• Hit “Confirm,” and you’re all set!

Making Changes and Resetting Passwords

What if you need to make changes or reset a customer’s password for accessing courses or community groups? Fret not! You have the power to do so effortlessly.

• Navigate to the customer’s profile.
• Locate the password section and choose whether to change or reset it.
• Save your changes, and voilà, it’s done!

Wrapping Up

See, enrolling contacts in community groups and courses via the client portal is a walk in the park. Remember, if you’re new to this, practice makes perfect. And hey, before I forget, did you know you can snag a 14-day free trial by visiting http://gohighlevel.com/army-offer? Pretty sweet deal, right?

Ready to rock your enrollment process? Let’s dive in!