Create a Client Portal or Online Course in Minutes with Infinity3

• A course
• Exclusive content
• A members-only resource hub
• A client portal for ongoing support

But setting all that up used to be time-consuming — requiring multiple tools, subscriptions, and plugins just to deliver some videos or PDFs.

With the Infinity3 Platform, you can now create a full membership area or online course from the same dashboard you use to manage contacts, payments, emails, and automation.

It’s all built-in and you don’t need to be tech-savvy to get started.

What You Can Use It For

✅ Coaching programmes with gated video lessons
✅ Client onboarding hubs with guides, forms and FAQs
✅ Subscription-based access to resources or downloads
✅ Training courses for learners or internal teams
✅ VIP communities with exclusive content or updates
✅ Digital products like eBooks, templates or mini-courses

You can charge a one-time fee, offer free access, or run monthly recurring subscriptions — all with integrated payments and CRM tracking.

How It Works

1. Create a Product or Membership

Each course or members area is built as a “product” in the platform. You can:

• Set pricing (free, one-off, or recurring)
• Control access levels
• Choose what happens when someone signs up

2. Build Your Content

Use the drag-and-drop builder to add:

• Text lessons
• Embedded videos (YouTube, Vimeo, Wistia, or uploads)
• Checklists or PDFs
• Quizzes (optional)
• Buttons or next-lesson links

You can organise content into modules or drip-feed content over time.

3. Set Access Rules

Decide who can access what:

• Everyone who signs up?
• Only those who’ve paid?
• Specific tags or user types?

You can grant access manually, after a purchase, or through an automation (e.g. someone fills in a form or gets tagged “Client”).

4. Customise the Experience

Add your logo, brand colours, welcome message and course images to personalise the portal — no need for extra tools or design help.

Managing Members Made Simple

Every member gets added to your CRM automatically, so you can:

• See what they’ve accessed
• Track their engagement
• Send emails or SMS based on progress
• Revoke or extend access with one click

Plus, you can automate:

• Welcome emails
• Progress reminders
• Upsell offers when someone finishes a module
• Review requests or feedback surveys

Real Use Cases

✅ Driving instructors provide theory revision or post-lesson tips
✅ Coaches deliver 6-week transformation programmes
✅ Designers host client onboarding checklists and templates
✅ Therapists offer self-paced mindset or wellbeing courses
✅ Consultants create resource libraries for long-term clients

Pro Tips

• Use tags to control access dynamically (great for bundles or layered content)
• Include progress buttons (e.g. “Mark Complete”) to track engagement
• Drip content out weekly to keep people engaged over time
• Offer bonuses at the end of modules to increase retention or upsells
• Include a call-to-action at the end (e.g. book a session, upgrade plan)

Wrapping Up

Memberships and online courses are no longer complicated or expensive to set up. With the Infinity3 Platform, you can launch a secure, branded client portal or digital course in minutes — with everything managed from the same place you already use to run your business.

Whether you’re sharing knowledge, adding value, or creating new income streams, your next course or member area is just a few clicks away.