Client Member Space on Squarespace

Site URL: http://mmd.com.au

Hello everyone!

We are looking at adding a client portal to our Squarespace website. We are a marketing agency and have recurring clients - we need them to be able to login onto a portal to access all info about our workload (specific to them). I'm currently looking at memberstack and memberspace but would like to hear about people's experience using similar tools. We need to be able to create a login for each client and for them to see content that is specific to them.

Thanks!

Marie

You can post this on some Facebook Groups, you will get more answers

• Squarespace Rockstars
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Hi Marie 👋 The good folks over at https://www.pxlvue.com/ built a beautiful client portal with Memberstack. I'm happy to show you how if you're still looking for a solution. You can reach me here → team@memberstack.io or DM me in the forum.

MarieMF, have you found a solution to this yet? I took a  look at MemberStack (thanks Duncan) and I don't see an option to add content for individual clients. I spoke with Smart Vault yesterday and they are more of a file sharing portal, without the nice UI. I still haven't found something that fits the bill. Wondering if you have had better successs.

I know it's out there because I see client logins for businesses that I know have personalized content. I just can't figure out what they are using. 

Hey HeatherLeigh, no I haven't found any solution yet! I suspected that MemberStack wasn't providing the option I'm after but just wanted to make sure. Let me know if you find anything and I'll do the same. 🙂

On 7/17/2020 at 5:22 AM, DuncanHamra said:

Hi Marie 👋 The good folks over at https://www.pxlvue.com/ built a beautiful client portal with Memberstack. I'm happy to show you how if you're still looking for a solution. You can reach me here → team@memberstack.io or DM me in the forum.

Hey Duncan, does MemberStack provide the ability to tailor the content for each member/client? 

Hi MarieMF, I also want to incorporate a client portal function. Did you find a way?

@MarieMF @HeatherLeigh @MaxTans sorry to reopen an old topic, but its been over a year and this issue still seems to be around.  Did anyone ever find a way to create a client portal with content custom to each client?

This is also still an issue for me :/

Hi, has anyone found a solution to Marie's question?

I run an architecture practice and would love to create a space for clients to login to access files and get an update on project progress.

1 hour ago, AndyMAW said:

I run an architecture practice and would love to create a space for clients to login to access files and get an update on project progress.

Are you using a business management tool to track project progress already?

If so, you may be able to create client portals using your existing tool, and either embed it within Squarespace or use a subdomain of your Squarespace website and direct customers there. If you're not using a tool, you may want to look at products like Dubsado.

2 hours ago, paul2009 said:

Are you using a business management tool to track project progress already?

If so, you may be able to create client portals using your existing tool, and either embed it within Squarespace or use a subdomain of your Squarespace website and direct customers there. If you're not using a tool, you may want to look at products like Dubsado.

We use a variety of software already so I'l look into embedding within Squarespace. But how would that work to create client specific areas? Could/would you use Member Areas for this? 

7 minutes ago, AndyMAW said:

We use a variety of software already so I'l look into embedding within Squarespace. But how would that work to create client specific areas? Could/would you use Member Areas for this?

You'd use the client login features that are built into the third party software you are using. Member Areas provides controlled access to common content; it is not suitable for client specific information.

6 minutes ago, paul2009 said:

You'd use the client login features that are built into the third party software you are using. Member Areas provides controlled access to common content; it is not suitable for client specific information.

Thank you, Paul. 

Hi All, has anyone found a solution for this problem? I also need a client portal, does Dubsado solves this issue? Has anyone tried it yet?

Thank you

A potential solution would be to create a page for each client with the content you want them to engage with and password protect the page. I've utilized this in the past with other platforms for both shared member content and clients and it seems to be a simple solution without the need for additional third-party software. 

Thanks @StephanieFreshcoast. I'm going to try this option.