Add Custom Client Page to Client Portal in Moxie
Cait Potter
14 steps
35 seconds
Withmoxie
1
Navigate to [https://create.withmoxie.com/home](https://create.withmoxie.com/home?v=Focus)
2
Click "Workspace settings"
3
Click "Client portal"
4
Click "Custom pages"
5
Select the relevant link you are adding for the client.
6
Select the relevant client from the dropdown.
7
Click "+ Add client specific page"
8
Paste the link into the new "External link" field.
9
Click "Save"
10
Click "close"
Test It / See It
11
Click "Clients"
12
Go to the relevant client file.
13
Click "View portal"
14
Here you'll see their portal. Click the relevant external link on the menu and verify that it opens correctly.
Add Custom Client Page to Client Portal in Moxie
Cait Potter
14 steps
35 seconds
Withmoxie
1
Navigate to [https://create.withmoxie.com/home](https://create.withmoxie.com/home?v=Focus)
2
Click "Workspace settings"
3
Click "Client portal"
4
Click "Custom pages"
5
Select the relevant link you are adding for the client.
6
Select the relevant client from the dropdown.
7
Click "+ Add client specific page"
8
Paste the link into the new "External link" field.
9
Click "Save"
10
Click "close"
Test It / See It
11
Click "Clients"
12
Go to the relevant client file.
13
Click "View portal"
14
Here you'll see their portal. Click the relevant external link on the menu and verify that it opens correctly.
