13.8 Client Portal PWA (Progressive Web App)

Purpose:

The PWA feature allows your Client Portal to function more like a native mobile app without requiring users to download anything from an app store. Users can "install" a shortcut to the portal directly onto their smartphone or tablet's home screen from their mobile browser.

Setup (Admin Task):

  1. Navigate to Memberships → Settings → App Settings tab.
  2. Find the PWA (Progressive Web App) section.
  3. Enable PWA: Toggle the feature ON.
  4. Configure PWA Settings:
    • App Name: Enter the name that will appear under the icon on the user's home screen (e.g., "Agency Portal").
    • Short Name: A shorter version of the name if needed.
    • Icon: Upload the app icon (square format, e.g., 512x512 pixels) that will be displayed on the home screen.
    • Splash Screen Color / Theme Color: Choose colors used for the loading screen and browser bar when launched as a PWA.
  5. Save the settings.

Installation Experience (User Task):

  1. The user visits your Client Portal URL using a compatible mobile browser (like Chrome on Android, Safari on iOS).
  2. The browser may automatically prompt the user with a message like "Add to Home Screen" or "Install app".
  3. Alternatively, the user can typically tap the browser's Share menu and select the "Add to Home Screen" option.
  4. Confirm the installation.
  5. An icon for your Client Portal will be added to their device's home screen, looking and launching much like a native app.

Benefits:

Provides an easily accessible, app-like experience for your members to access courses and communities directly from their home screen without the barrier of app store downloads.