Add custom content, external destinations, or embedded resources to the client portal, then organize those pages directly from the page library.
Choose a page type
Custom page builds content directly in Moxie.
External link opens another website in a new tab.
Embedded page displays a compatible website inside the portal.
Create a page
Select Add page and choose a page type.
Enter a clear title and select an icon.
Choose All clients or a limited client audience.
Turn on Visible in portal when the page is ready.
Optionally use the page as the landing page clients see after signing in.
For a custom page, design the content directly in the visual canvas.
Select Save changes.
Use Open in portal to verify the exact saved page in the client experience.
Use sections and columns to build your page, Preview to check the layout, and Open in portal to verify the saved client experience.
Build with sections and columns
Select Add section to browse ready-made layouts, including headings, photos, features, services, quotes, and FAQs. Choose a thumbnail to add it to your page, then replace the example content.
Click inside a section to reveal its layout controls. Use the move handles to reorder content, add columns, or duplicate and delete a section. Use Undo or Redo in the toolbar to reverse an edit.
Pages built with this editor use your published default Brand Kit, including its page background across the full page. Sections with their own background color keep that color. After publishing changes to that kit, reopen the editor or reload the client portal to see them on existing pages; you do not need to save each page again. Custom formatting you applied to individual text remains in place. Saving a Brand Kit draft alone does not change your portal.
Added sections inherit its heading, body, and button fonts instead of the template’s example typography. Select Preview to check the layout without editing controls, or expand the editor for more space. Changes stay in your draft until you select Save changes.
Edit text, images, links, and embeds
Click text to edit it directly. Open Text style in the toolbar and choose H1 — Heading 1, H2 — Heading 2, H3 — Heading 3, or Body. This applies that style’s Brand Kit font, size, weight, and color, replacing previous text overrides. Use the other toolbar controls for emphasis, colors, alignment, links, and lists. The text at your cursor is included when you save.
Click an image and use its selection control to choose from your image library. You can also upload and crop your own image. When you save a page containing template images, Moxie stores those images in your library first. If an upload fails, your draft stays open so you can retry.
Choose Page options → Add embed and enter a YouTube, Vimeo, or website URL. Some websites block embedding. Interactive embeds may be limited in the editor preview; check the saved page with Open in portal.
Personalize one page for every client
Place your cursor in the text and use the toolbar's Tags control to insert a contact field, client field, or custom field. Tokens look like {{Contact.First}} or {{Client.Name}}. Leave their spelling and braces unchanged.
After you save, the portal replaces these tokens with the signed-in contact or client values. One reusable page can serve many clients.
Bring your own HTML
Choose Page options → Import HTML and paste HTML and CSS from your design tool, including a Figma export. Import replaces the content in your draft after confirmation, and you can undo it before saving.
Existing and imported pages keep their supported layout. Click text, links, and images to make visual edits. Complex designs may offer fewer layout controls than sections built with the editor.
Use complete image URLs. Scripts, external stylesheets, and unsupported styles are removed. Check the result in Preview and verify the saved page with Open in portal.
Organize pages from the library
Return to the Pages list to search, group, and move pages into folders. Folder assignment belongs in the list—not inside the page editor—so you can reorganize the library without opening each page.
Folders are collapsible and each row clearly shows page type, status, audience, and location.
Choose where custom pages appear in navigation
From the Pages list, select Navigation order.
Drag each custom page between the built-in portal destinations.
Select Save order.
Home stays pinned first and displays the page configured as the landing page. Built-in destinations stay in their standard relative order, while custom pages can appear anywhere between them.
The editor always shows every built-in destination—even one disabled in the workspace defaults. Individual clients can have different feature access, so keeping one complete order ensures a destination appears in the expected place whenever a client is allowed to see it.
Drag custom pages by their handles. Locked rows are built-in portal destinations.
Before embedding another website
Some websites block embedding for security reasons. Preview an embedded page before sharing it, and use an external link when the destination does not render correctly inside the portal.
Continue exploring Client portal