Client Guide
Getting Started
Your first steps in the Affinity client portal
Welcome
The client portal is your read-and-review space inside Affinity. It helps you see what your agency is doing, check your website and reports, review billing, and use approved self-serve tools without needing to ask for screenshots or status updates.
How Access Works
- Your agency sends you an invite link.
- You create your password.
- You sign in to your portal.
- You land on Dashboard, which is your main overview page.
If you do not have an invite yet, ask your agency representative to add you to the client portal.
What To Do First
- Open Dashboard and review your current traffic, calls, bookings, leads, and recent activity.
- Open Websites to check your site status and see whether Google Analytics and Search Console are connected.
- Open Reports to review your monthly performance updates.
- Open Billing to confirm your plan, card status, and invoice timing.
- Open AI Usage if your plan includes self-serve AI tools.
- Open Knowledge Base or Assets if your agency asked you to upload files or reference material.
What Each Main Section Is For
| Section | What it is for |
|---|---|
| Dashboard | High-level overview of performance, plan status, and recent actions |
| Orders | Request more websites or follow the progress of website work |
| Agents | Review the agents your agency runs for your business |
| Assets | Manage websites, files, media, Google Business details, and knowledge uploads |
| Reports | Read monthly reports and performance summaries |
| Billing | Review what you pay for, your next invoice, and contract details |
| AI Usage | Track self-serve AI usage and remaining allowance |
| Settings | Manage portal settings, referrals, and approved connections like GHL or Google Drive |
| Command | Ask for guided help, answers, and approved actions inside the portal |
The Website Builder
The website builder does not usually show up as a main sidebar stop.
Instead, the normal flow is:
- Open Websites or Assets.
- Choose a website.
- Click Website Builder or Open builder.
The editor you get depends on the kind of site you have:
- WordPress site: opens WordPress login
- Next.js or Nuxt site: opens the Snapshot Builder
- React site: opens the Live Builder
The full walkthrough lives in Website Builder.
Good Expectations For Client Mode
- The portal is designed to keep you informed.
- Some areas are read-only on purpose.
- Your agency may hide or enable certain pages for your account.
- If something is missing from the sidebar, it usually means the feature is not turned on for your business yet.