Active clients—— total clients
✦ RELLIVANT CONTROL CENTER
Build a calmer
client engine.
Send onboarding, activate client portals, and keep an eye on the results — all from one private workspace.
PRIVATE ACCESS
Unlock your dashboard
Enter your owner setup token. It is used only for this page and is not saved in the browser.
LIFETIME RESULTS
Performance overview
Requests sent—Started from client portals
Review-link clicks—Unique tracked contacts
Click rate—Clicks per request sent
SYSTEM CHECK
Checking core connections…
Your private dashboard checks the services it can verify without sending a test email or review request.
01 START HERE
Send onboarding
A clean first step. Your private GHL workflow delivers the form automatically.
02 AFTER THEIR FORM
Activate their portal
Create their GHL location from your Snapshot, then paste that location’s review-workflow webhook.
OPERATING TOOLS
Your essential workspaces
Your passwords stay with each service, never inside Rellivant.
CLIENT DIRECTORY
Every enrolled client
This is your private database: contact details, enrollment status, requests, clicks, and performance in one place.
| Business & owner | Contact | Status | Requests | Clicks | Rate | Last activity |
|---|
No enrolled clients yet. Once you send a secure invitation, their record appears here automatically.
SUPPORT QUEUE
Client tickets
Clients can submit issues from their portal instead of emailing you. Mark them in progress or resolved here.
No support tickets right now.
NEEDS SETUP
Clients waiting for their portal
Choose Set up client to load their onboarding details into the secure-invitation step. After you add their GHL webhook and send the invitation, they receive their password-set email and move into your client directory.
Nothing waiting for setup. New onboarding forms will show up here automatically.