Client Portal - Main page overview

Introduction

This article will help you configure and customize the Client Portal to suit your branding.

Before you start 

This article will reference system settings and custom translations within Perfect Gym Manager (PGM). To access these areas, please make sure the following system permissions are set to true on your employee role in PGM -> Clubs -> System Permissions.

• Users
  • User details
    • Login to membership portal
• System administration
  • Custom translations
    • View
    • Manage
• System settings

Feature description

• This is the main page of the Client Portal, where club members can log in or register.
• Colours, logo and background image can be modified using the Client Portal branding tool, more information can be found here.

Club member login page

The club member can enter in their login details to enter the Client Portal to book, purchase, or maintain their profile.

Displaying/Removing login side

To display or remove the login page for club members to log into the portal go to PGM -> Settings -> System Settings. Then on the left menu tab press Client Portal then Login to Client Portal. The setting 'Login to application' controls if the login section will be visible or not. This can be controlled by the application type (Client portal, Tablet, Kiosk). 

Custom translations

Custom translations can be used to personalize the login. 

This will appear on all versions of Client Portal (Standard, Tablet mode, Kiosk mode).

To translate the login side of the Client Portal main page:

• Go to PGM -> Settings -> Custom translations;
• Search for all translations on this section using the Resource object - /cp/areas/auth/views/authloginview.cshtml.

Be mindful of the amount of characters used in the custom translation as this may not fit on the Client Portal.

For more information about how to use custom translations, refer to the following guide here.

Custom translations may take 2-4 hours to appear on the Client Portal, this is due to both local and server cache.

Any fields with {0} or {1} will dynamically grab information from Perfect Gym, ensure you include these fields if using a custom translation.

During the registration process, if the club member signed up using Facebook credentials, they can login directly into Client Portal with their Facebook account Login.

To display or remove the Facebook login option in the Client Portal:

• Go to PGM -> Settings -> System Settings;
• Then on the left menu tab press Client Portal;
• Then login to Client Portal.

The setting 'Login with Facebook' controls if the login section will be visible or not. This option can only be used with Client Portal.

Login with Facebook will modify the name of the club member to the same values set as the name used on Facebook as well as changing the photo to what is used on Facebook.

Login to Client Portal

The club member can enter in their email address used to create the account with and enter in their password.

In tablet mode, an employee can use their PGM login and password.

More information can be found here.

If a club member forgot their password, they can use the forgot password feature on Client Portal. This will bring up a new set of options.

The club member will enter in their email address which will trigger an automation center event to send them a new password link. 

To learn more about the password reset process, go to this article.

To set up the Automation Center notification:

• Go to PGM -> Automation center -> Automation rules.
• The notification type is 'User password reset has been requested'. 

More information about the set up of automation center can be found here.

Registration section

The registration section will allow a new club member to sign up to your club. Like the login details the text can be customizable to suit you branding needs.

To select which application allows the registration:

• Go to PGM->Settings->System Settings;
• Then go to Registration and select which application (Client Portal, Tablet, Kiosk) allows registration.

Custom translation of registration section

Custom translations can be used to personalize the registration screen.

To translate the login side of the Client Portal main page:

• Go to PGM -> Settings -> Custom translations
• Search for all translations on this section using the Resource object - /cp/areas/auth/views/AuthRegistrationView.cshtml.

Be mindful of the amount of characters used in the custom translation as this may not fit on the Client Portal.

For more information about how to use custom translations, please refer to the following guide here.

Custom translations may take 2-4 hours to appear on the Client Portal, this is due to both local and server cache.

Language selection

On the top right hand corner is the ability for the club member to change their language of the Client Portal into another language.

Contact support if you wish to add additional languages to this drop down box.