Client Portal
A dedicated hub for every student
Client Portal gives every student a personalized hub where they can view their courses, invoices, appointments, and messages. Reduce support tickets and increase engagement with a self-serve experience.
Integrates with the tools you already use
Why Client Portal
A dedicated hub for every student
Fewer support tickets with self-serve access
Built directly into your workflow — no extra tools needed.
Higher engagement with a personal hub
Automated and tracked, so you see real results fast.
Professional experience for every student
Designed specifically for education and training businesses.
How Client Portal works
A simple, step-by-step flow to get you from setup to results.
Personalized dashboard
Each student sees their own courses and info.
Personalized dashboard
Each student sees their own courses and info.
Fewer support tickets with self-serve access
Measured, tracked, and optimized for real results.
Invoice & payment history
Self-serve access to billing records.
Invoice & payment history
Self-serve access to billing records.
Higher engagement with a personal hub
Measured, tracked, and optimized for real results.
Appointment management
Book and manage upcoming sessions.
Appointment management
Book and manage upcoming sessions.
Professional experience for every student
Measured, tracked, and optimized for real results.
Secure messaging
Chat with your team without leaving the portal.
Secure messaging
Chat with your team without leaving the portal.
Fewer support tickets with self-serve access
Measured, tracked, and optimized for real results.
Integrates with your favorite tools
Connect the systems you already use. Everything syncs automatically — no manual data entry.
Stripe
Payments
Zoom
Video
Slack
Internal
Zapier
Automation
Plus 500+ more integrations available via our native connector library.
Real results, quantified
The measurable impact businesses see after implementing this tool.
Higher retention
Member portals and courses boost retention by 45%.
Lifetime value
Loyalty programs increase student LTV by 2.3x.
More referrals
Engaged members refer 60% more new students.
Results from real businesses
See how education and training companies are using this tool to grow.
"We replaced five separate tools with this one platform. Our team finally has a single source of truth for every lead and student."
Sarah Mitchell
Director, BrightPath Academy
"The automation alone saves us 15 hours a week. We're responding to leads in seconds instead of hours, and our conversion rates show it."
James Chen
Founder, SkillForge Training
"I was paying over $1,600 a month for a dozen tools. Now I pay a fraction of that and everything actually works together."
Maria Rodriguez
Owner, LearnWell Institute
Simple, all-inclusive pricing
Client Portal is included with your Waitlist Lab subscription — along with every other tool. No per-feature pricing, no hidden fees.
Starter
Everything you need to launch your marketing.
Replaces $1,600+/mo in separate tools
Perfect for single-location education and training businesses getting started with all-in-one marketing.
- Full access to Client Portal
- Full CRM & pipeline management
- Unlimited sales funnels
- Website builder
- Email marketing
- 2-way SMS marketing
- Booking & appointments
- Workflow automations
- Surveys & forms
- Unlimited contacts
- Unlimited team members
Cancel anytime
Pro
Scale enrollments with advanced automation.
Replaces $1,600+/mo in separate tools
For growing education businesses that need advanced automation, courses, and reputation management.
- Everything in Starter, plus:
- Courses & products
- Communities
- Reputation management
- Call tracking
- Document signing
- Advanced analytics & reporting
- Priority support
- Custom integrations
- Migration assistance
Cancel anytime
Enterprise
For multi-location & enterprise organizations.
Tailored for multi-location businesses, franchises, and enterprise organizations with custom needs.
- Everything in Pro, plus:
- Multi-location management
- Dedicated account manager
- Custom onboarding & training
- SSO & advanced security
- API access & webhooks
- SLA & 99.9% uptime guarantee
- Volume sending discounts
- Custom contracts & invoicing
- White-glove migration
Get a custom quote
Cancel anytime · No contracts · See full pricing comparison
Get started in minutes
No complicated setup, no long onboarding. You'll be up and running before lunch.
Start your 14-day trial
Cancel anytime. Get instant access to every feature.
Import your existing data
Migrate contacts, pipelines, and calendars in a few clicks.
Customize your setup
Use our templates or build from scratch with drag-and-drop tools.
Launch and grow
Go live and start seeing results within the first week.
Ready to begin?
14-day free trial. Cancel anytime.
Start free trialFrequently asked questions
Everything you need to know about this tool. Can't find an answer? Our team is here to help.
Ready to grow with Client Portal?
Start your 14-day trial — cancel anytime.
Works with your favorite client portal tools