Membership, Courses, Client Portal Customizer

Enable or disable advanced customization options for the membership experience within your agency account. Control whether custom membership settings are applied at the company level, giving you flexibility over how membership areas are structured and displayed.

Theme Builder empowers you to completely transform the visual identity of your dashboard with ease. Choose from 16 professionally crafted themes, each designed with unique color palettes ranging from elegant and professional to bold and vibrant.

Customize your membership area with festive and seasonal themes. This module allows users to select special themes, adjust colors, and modify positioning to create a unique and visually engaging experience. Designed to help personalize the membership environment for holidays, events, and branded occasions.

Customize the top navigation buttons displayed within the membership area. Control which buttons appear, adjust their visibility, and tailor the navigation experience for members. Designed to create a cleaner, more personalized membership interface with easy access to important sections.

Customize the side floating buttons displayed within the membership area. Add custom URLs or choose from prebuilt custom menu links for quick access. Designed to improve navigation, accessibility, and user interaction with flexible button configuration.

Create and customize sidebar links for the membership area with full design control. Add custom labels, URLs, and icons to create personalized navigation links. Customize typography, text styling, icon appearance, spacing, badge labels, colors, and layout settings to match your branding and user experience.

Create intelligent sidebar navigation links that change based on real-time invoice and report status. Dynamically update their label, behavior, and accessibility depending on workflow conditions.

Manage how customers share their feedback and experience with your brand. Customize the feedback widget, including placement, appearance, rating format, and visibility settings.

Design and manage announcement banners for your client portal with full creative control. Create engaging popup banners with custom content, styling, and behavior settings.

Install a single script into your portal’s to activate all membership customizations instantly. Once added, every change you make in the builder will automatically reflect live, no redeployment required.

Select and activate pre-designed premium themes to instantly transform the look and color scheme of your sub-account dashboard.

Design custom, fully unique themes from scratch by configuring brand color schemes, gradients, and custom visual preferences for your sub-accounts.

Toggle switch to quickly enable or disable festive theme decorations and popups across your CRM portal.

Customizes the title, message text, linked theme, and visibility state for your CRM greeting pop-up modal.

Select from 14 pre-designed holiday and seasonal themes - such as Christmas, Halloween, or Summer Vibes - to customize your CRM dashboard with real-time preview options.

Adds a customizable call-to-action button with custom label text and link URL directly into your active theme to drive user engagement.

Enables an animated snowflake overlay across your CRM portal with customizable display duration options.

Creates a new custom header button to inject into your portal's top navigation bar.

Configures the display text, hover tooltip text, and custom visual icon for your navigation header button.

Customizes the color, style variant, size, corner radius, and full-width dimensions for your navigation header button.

Selects the placement location for your custom header button across the top navigation bar with a live visual preview.

Configures the target URL or custom value source and specifies the open behavior (Same Tab, New Tab, Modal, or Sidebar) for your header navigation button.

Explains each available button placement option across the portal top navigation bar to help you choose the best position for your custom buttons.

Configures and styles custom floating bottom helper buttons with full control over positioning, visual styling, icons, link targets, and real-time live preview.