How to Create Courses, Offers, and Client Login Portals in CRM Support

The Memberships section inside CRM Support functions like an online learning management system (LMS). You can:

• Create courses with multiple lessons or modules.
• Bundle multiple courses into a single offer.
• Set access rules and pricing options.
• Allow clients or students to log in securely through your branded portal.

Everything — from payments to content delivery — is managed in one place.

To get started:

1. Go to Sites → Memberships → Settings.
2. Upload your logo and set your brand colors.
3. Choose your subdomain (e.g., learn.yourdomain.com).
4. Add your custom domain under Settings → Domains.

Once done, this becomes your official client login portal. Users will log in here to access their courses, offers, or purchased content.

Go to Sites → Memberships → Courses and click + New Course. Fill in:

• Course Title (e.g., “Social Media Mastery”)
• Description — a short overview of what’s included.
• Thumbnail — upload your cover image.
• Author — name or company teaching the course.

Once created, you can start adding lessons and sections.

Inside your course:

1. Click Add Category (e.g., “Module 1: Introduction”).
2. Click Add Lesson under the category.
3. Each lesson can include:
• Text or video content (YouTube, Vimeo, or uploaded file).
• Downloadable PDFs or resources.
• Quiz questions (optional for engagement).

Use short videos and visuals to make your course more interactive and easy to follow.

Once your course is ready, create an **Offer** to manage pricing and access.

1. Go to Sites → Memberships → Offers → + New Offer.
2. Name your offer (e.g., “Social Media Mastery Bundle”).
3. Select which course(s) to include.
4. Set access type:
• Free Access – great for lead magnets.
• One-Time Payment – single purchase access.
• Recurring Subscription – for memberships or ongoing programs.
5. (Optional) Add drip settings to release lessons gradually.
6. Click Save Offer.

This offer is what users will “buy” or gain access to inside your funnel.

To sell your course, connect it to a funnel checkout page:

1. Go to Sites → Funnels and open your sales funnel.
2. Edit your checkout page and add a 2-Step Order Form.
3. In the product settings, select the course offer you created.
4. Make sure your Stripe integration is connected under Payments → Integrations.

Once someone purchases, CRM Support automatically grants access to that offer in the client portal.

Go to Sites → Memberships → Settings → Customize. From here you can:

• Upload your logo and favicon.
• Set brand colors and typography.
• Update the welcome banner or header message.
• Add links to support, FAQs, or your main website.

You can even white-label your portal completely for agencies and clients under CRM Support's SaaS Pro plan.

Automations make your membership experience smooth and professional:

• Trigger: Purchase Made → Action: Grant Offer Access
• Trigger: New Member Created → Action: Send Welcome Email
• Trigger: Lesson Completed → Action: Tag User or Send Congrats Email

You can manage all of this under Automation → Workflows.

To view who has access:

1. Go to Sites → Memberships → Members.
2. Here you’ll see every enrolled user and their offers.
3. You can manually revoke or grant new access if needed.

Use tags to segment clients (e.g., “Paid Course,” “Trial Member,” “Expired”).

Before launching:

• Test access by creating a test user and logging in.
• Ensure your domain and SSL are configured under Settings → Domains.
• Check email notifications and payment automations.

Once ready, share your login portal link (e.g., learn.yourdomain.com) with clients or students.

CRM Support makes it incredibly easy to build, sell, and deliver courses or client resources — all within one system. Whether you’re launching an online course, agency onboarding system, or private client resource hub, the Memberships feature gives you everything you need. Want us to build your branded course portal or automate access for clients? Book a Membership Setup Session and our experts will create it for you — from funnel to login access.