Create microsite and portal pages

Build a client portal that brings forms, account links and useful information together. This guide covers the legacy block-based microsite editor. If your organization uses the Website builder, follow its separate setup and editing guides.

Open and organize pages

Open Microsite > Client portal, then Design mode. Use page controls in the side navigation to add, reorder and nest pages. A page menu provides properties, a QR code, embedding and options to insert pages above, below or as children.

Give each page a clear title and review its URL. Choose navigation around client tasks, such as registering, finding a schedule or opening an account.

Review access

The legacy page settings distinguish public pages, administrator-only pages and hidden pages. Hidden means absent from navigation: someone with the direct link can still access the public page. It is not a privacy control. Use supported password/access settings when access must be restricted and verify the result outside your administrator session.

Add content blocks

Use + to add content. Edit, duplicate, remove or drag blocks into order. Available content includes text, images, videos, forms, documents, maps, client-account links, staff-login links and calendars. Link a tile to the intended form, page, document or external website.

To show submitted answers, add Form results. See Share form results on a website or microsite.

Cards have their own background while tiles blend into the page. Configure the image, text and optional button, then choose the width and alignment. The legacy editor supports fractional widths and full rows; verify how the result stacks on a phone instead of relying only on the desktop layout.

Add advanced content deliberately

Use search, tables, alerts, tabs and subpages only when they help clients find or act on information. Give document downloads meaningful names. Check that registration, booking, package and store links open the correct offering, and that account links lead clients to their own records.

Review the public experience

Leave design mode and inspect the portal as a client. Check English and French content, navigation, links, embedded forms and mobile layout. Review access controls on each page; an attractive portal does not by itself change permissions on linked content.