Live at your own web address
Custom Domain
Point your own domain at the portal so it reads as part of your website. We show you the exact records to add, then check them for you.
Features
Everything the portal does
The core set is on every plan. Plans differ by how much you run through them, not by what you’re allowed to do.
Brand
It looks like you, not everyone else
4 features
Your branding shown, everywhere it matters
Brand Customisation
Set your brand colours and typeface and they apply throughout. Add your logo and browser icon so the portal looks like yours, not ours.
Emails sent from your address, not ours
Custom Sending Domain
Connect your own domain and portal emails arrive from your address, with your name as the sender and your logo in the message.
Choose what visitors see
Flexible Visibility Controls
Public front, private dashboard. Run the whole portal behind a login, or keep some pages public and save the rest for people. You can send different visitors to different home pages, too.
Onboard
People join on your terms
6 features
Open registration or review every applicant
Registration Approval Controls
Turn approval on and new arrivals fill in your form and wait, seeing nothing behind the login until you decide. Leave it off and they register and get straight in. It’s a setting you can change whenever you like.
Build your own application form
Application Form Builder
Ask exactly what you need to know by building your own application form. Drag together the questions that matter: text, dates, dropdowns, file uploads, agreements. Mark the ones you need and nobody can submit without them.
Every decision recorded
Recorded Decisions
Approve or decline, with a reason on record for every decision made. Review submissions in one queue and decide. Declined applicants get your reason automatically, and you choose whether they can fix their answers and try again.
Access opens the moment you approve it
Automated Tier Provisioning
Approving someone puts them on the tier you chose, which opens the content that tier allows. Declining switches their access off. You don’t have to set up a thing.
Walk new accounts through, step by step
Ordered Onboarding Sequences
Line up several forms to appear one after another: terms, then details, then declarations. Nobody skips a step, and nobody gets in until they’ve finished.
Sign in with a password, email code or magic link
Flexible Authentication Options
Offer a password, a six-digit code by email, a link that signs them straight in, or all three. You’ll field far fewer forgotten-password emails.
Publish
The right content reaches the right people
11 features
One place for every piece of content
Central Media Library
Upload once and use the file anywhere. See where each one appears across your content, and the portal won’t let you delete anything still in use.
Reach everyone at once
Scheduled Announcements
Publish updates to your portal’s front page. Set a date to go live and another to come down, and the portal handles the rest.
Sales and capacity handled for you
Event Management
Publish events with ticket types, capacity limits and sale windows. Availability updates as tickets go, and sold-out and closed states appear on their own.
Set access as public, authenticated, or tier-based
Per-Item Visibility Permissions
Every page, document, event and announcement can be public, open to contacts, or limited to particular tiers. Anyone without access doesn’t see it at all.
Membership tiers you define yourself
Custom Membership Tiers
Create membership tiers you define yourself with different levels and different access. Each one controls what its contacts can reach, and you decide whether people can move between them themselves.
Assign, switch and withdraw
Membership Management
Put an account on a tier, choose the one new arrivals start on, and keep some tiers off the public list so only your team can hand them out. Withdraw a tier from selection and everyone already on it carries on as before.
Accounts for companies, not just people
Organisation Accounts
Group colleagues under one organisation account with its own owners and members. Ask for agreements once per organisation instead of chasing everyone individually.
Individuals join in their own name
Individual Accounts
Allow individuals to join in their own name with one person, one account. Somebody can hold an account on their own, with their own tier, their own payments and their own record. Individuals and organisations run side by side in the same portal.
One page that changes with the account viewing it
Dynamic Personalised Views
Build a page once and let its content follow the account in front of it: their documents, their figures, their updates. You maintain one page, not one per client.
Searchable contact records, in one list
Contact Directory
Find anyone by name, email or status. See the accounts they belong to, the forms they’ve submitted, and when they last signed in.
Build a course out of what you already publish
Course & Lesson Builder
Group pages, documents and events into lessons, put them in the order you want them taken, and release the course to whoever it applies to. Your tiers and organisation accounts already decide who sees it, so there is nothing separate to set up.
Engage
Members take part, not just look on
7 features
Give people somewhere to talk to each other
Discussion Boards
Open a board where people start topics and reply. You choose which tiers can read it and which can post, and you moderate what appears.
Handle support without a shared inbox
Support Ticketing System
People raise a ticket inside the portal and your team works through them in one queue. Every message, status change and reply stays on the ticket.
People follow their own requests
Support Tracking
Let people follow their own requests on their own tickets. An account sees the tickets it raised, where each one stands and what was said on it. They chase the ticket instead of chasing you.
Catch enquiries from people before they’ve joined
Visitor Enquiry Forms
Put an enquiry form on the public side of your portal and answer what comes in from the same place you run everything else. Each enquiry keeps its own thread.
Put a question to your contacts
Polls & Voting
Run a quick poll or a formal vote, decide which tiers get a say, and set when it closes. The count is done for you and the result is kept on record.
A directory your contacts can actually use
Directory
Publish a directory contacts search themselves, showing only the fields you choose. Contacts decide whether they appear in it, and you decide which tiers can look.
Keep every event in one place
Event Hub & Registration
Contacts see upcoming events, the ones they hold tickets for and the ones still open, all from one hub. Past events stay listed with the record of who came.
Record
Nothing is ever lost or forgotten
14 features
Proof that they agreed, kept automatically
Policy Consent Logging
Publish your terms and privacy policy, and every acceptance is stored with the date and where it came from. Update a policy and the people it affects are asked again before they carry on.
Submissions never change retroactively
Immutable Form Submissions
Answers frozen the moment they’re given. Each submission stores its questions and answers exactly as they stood. Edit the form later and past records stay put.
See who did what, and when, all recorded
Platform Audit Trail
Every meaningful action in your portal is logged with the person, the time, and what changed in a full activity log. Filter by type, or search for who did it.
Update a form and everyone submits the new version
Form Version Management
When something material changes, ask everyone to complete the current version. Older responses stay on file against the version they were made under.
Watch a record change over time
Plain-English Change History
A readable timeline of what changed on any contact or account, who changed it and when, with the values before and after.
Contacts can see everything they’ve sent you
Submission History
Every form an account has submitted is listed for them, with the answers exactly as they were given and the date they went. Nobody has to ask you for a copy.
Owner, admin, staff roles for the people who run it
Role Management
Invite colleagues by email and choose what each one can do. Safeguards stop anyone granting themselves more access than they already have.
Private notes only your team can read
Private Internal Notes
Attach formatted notes to any contact, each stamped with who wrote it and when to maintain context. Your team sees them. The contact never does.
Your data stays yours, always
Data Ownership & Export
Export everything in your portal, in full, whenever you like. No restrictions.
Run your training inside the portal
Learning Management System
Build a course from the pages, documents and events you already publish, put it in front of the people it applies to, and finish it with a declaration they sign. Completion is recorded against the person, not left sitting in somebody’s inbox.
Know who is compliant, and prove it
Compliance Tracking
Every person against every requirement in one grid, filtered down to whoever is overdue and exported when somebody asks. Open any square and the answers are there exactly as they were given.
CPD hours logged, counted and evidenced
Continuing Professional Development Tracking & Evidence
Contacts record the CPD they complete, with their evidence attached, and the portal counts it towards the hours you require in each period. You can see who reached the target and who fell short, without chasing a spreadsheet.
Set the standard once, and every cycle asks for it again
Recurring Goals
Establish goals that renew themselves. Each goal holds for its period and then comes round on its own: the annual declaration, the quarterly return, the certificate that lapses on its own date. Nobody has to remember it, and nothing quietly falls out of date.
Your own policies, and consent handled for you
Cookie & Policy Manager
Publish your privacy policy, terms and cookie policy on your own portal, and a consent manager takes care of cookie choices for the people who visit it. Change a policy and the record of who accepted which version stays intact.
Monetise
Revenue flows through the same place
14 features
Charge for membership, on a schedule you set
Subscription & Dues Billing
Put a price on a membership tier and collect it when it falls due, with renewals, lapses and reinstatements handled against the same record you already keep.
Sell event tickets
Event Ticketing Payments
Set a ticket price per event, take the money at the point of booking, and keep capacity, attendance and payment on one record.
Sell from a store inside your portal
Digital & Physical Goods Store
List digital downloads and physical items, take the order through the portal, and price them per tier where a membership earns a better rate.
Run discounts to boost sales
Discount and Promo Codes
Issue codes against particular plans, product categories or event categories, with your own limits on who can redeem them and for how long.
Contacts move themselves up or down a tier
Self-Service Tier Upgrades
An account changes its own plan from inside the portal, and access and billing follow the change. You set which tiers are open to move to and which are not.
Let accounts bring people in and earn a share
Referral & Affiliate Earnings
Give an account its own referral link and set what it earns when somebody joins or buys through it. Referrals, earnings and what you owe are tracked against the account.
They ask, you price it
Custom Quote
An account asks for a service or an item through a form you design, with the detail you need to put a figure on it. The request arrives in your queue with everything attached.
Send, accept, requote and record
Interactive Quote Workflow
Build the quote from the request and send it, and the account accepts or declines it in the portal. A declined quote goes back for a revised one, and every version is kept.
Track what you agreed through to delivery
Order & Job Tracking
An accepted quote becomes a deliverable with the stages you set, and the account watches it move without asking where things are. Each step is stamped with who moved it and when.
Invoices go out on their own
Automated Invoicing
Subscriptions, tickets, orders and accepted quotes raise their own invoice with your details on it. Every account finds its invoices in one list, whenever it wants them.
Bill for anything
Manual Billing
Write an invoice for something the portal didn’t sell: a one-off fee, a joining charge, work agreed away from the portal. It is paid, chased and recorded like any other.
The right tax on every line
Automated Tax Calculation
Get tax worked out for you. Set your rates and how they apply, and tax is calculated per line and shown on the invoice. What was charged, and at which rate, stays on the record.
Take payment the way your accounts prefer
Flexible Payment Methods
Offer the methods that suit the people you deal with and let them keep one on file. Renewals and repeat orders use it without anybody re-entering anything.
Organisations pay from one place
B2B Organisation Billing
An organisation account holds its own payment method, so whatever its people buy bills to the organisation rather than to them. Owners choose who is allowed to use it.
Integrate
It reports out and it connects up
5 features
See how your portal is actually doing
Real-Time Dashboard Analytics
Contacts, submissions, events and revenue reported over time and filtered how you like. Take any of it away as a file when somebody asks for it.
Wire your portal into everything else you run
Zapier Automation
Connect through Zapier so something happening in your portal sets off an action in another tool, or the other way round. Thousands of apps, and no code to write.
Your books stay in step with your portal
Accounting Sync
Send invoices and payments straight through to Xero or QuickBooks so the two agree. Nobody re-keys a figure to close the month.
Ask your portal a question in plain English
MCP Integration
Connect an AI assistant through MCP and let it read what you allow it to read. Ask for a figure or a list and get it back without building a report first.
Run your own tags and your own tracking
Google Tag Manager Integration
Drop your GTM container into your portal and manage analytics, conversions and tags from the account you already use. Your measurement, in your hands.
Custom
Need something that isn’t here?
Some organisations need more than the core set. Advanced features cover that, and a Custom plan is how you open them, with allowances, support and price set to your deployment. Tell us what’s missing and we’ll scope it with you.
* Some of the features may be advanced modules, need configuring during onboarding, or not be available straight away. Talk to us about what your operation needs and to confirm what’s in scope.