✦ The Roots Marketing
Admin Access
Enter your 4-digit admin PIN to continue.
Client Management
All Clients
Click any row to view or edit. Changes save automatically.
Total Clients
0
All time
Active
0
Live memberships
MRR
$0
Monthly recurring
With Add-Ons
0
Clients with extras
| Client | Plan | Status | Brand | Site | Joined |
|---|
Onboarding
Add New Client
Fill in client details. Their portal URL and invite email will be generated automatically.
Client Information
Core profile details
Portal URL
Send this link to your client
Fill in slug + site URL above
Make sure your Portal URL is set correctly in Settings → Client Portal Page URL before copying.
Invite Email
Copy this and send to your client
Fill in client name and slug above to generate invite email.
Checklist
Before sending the portal link
- Client is set up in Squarespace
- Payment method confirmed
- Website URL is live
- Brand color confirmed
- GA4 property created (optional)
- Portal link tested in private tab
Client Profile
Client Name
Client Details
Full profile at a glance
Billing
Plan and payment info
Portal Access
Links to send the client
Portal URL
Invite Email
Add-Ons
Active extras on this account
Configuration
Admin Settings
Portal configuration and data management.
Portal URL Base
The Squarespace page URL where the client portal lives. Used in all generated invite links.
Example: https://www.therootsmarketing.com/portal
Admin PIN
Change your 4-digit admin access PIN.
Data Management
Backup, restore, or wipe client data.
Wipe deletes everything from localStorage. Export a backup first.
Next Step: Google Sheets Sync
When you're ready to scale, replace localStorage with a Google Sheet as your client database. New clients added here will automatically receive their portal link. Contact us to set this up →
System Info
Admin Version2.0.0
StoragelocalStorage
Clients Stored0
Data Size0 KB
Edit Client
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