How To Add a Chat Widget to your Membership Section

If you are using the chat widget feature, you can add it to the Client Portal section of Mastermind, allowing your contacts to access it while using the Client Portal area.

Follow these steps to add your chat widget to your Client Portal section. (Check out our other tutorials if you need assistance creating and setting up your chat widget).

Step 1: Grab your Chat Widget code

  • Navigate to Marketing & Sales > Funnels & Pages > Chat Widget

  • Click on the three dots and select edit

  • Click “Get Code”

  • Copy the code (you’ll need it in step 2)

Step 2: Add the code to your Membership Settings

  • Navigate to Your Products on the left > Courses at the top > From the dropdown select Settings
  • Click on “Site Details”

  • Expand the “Advanced” dropdown.

  • Add your custom JS, CSS, or Tracking Code.


  • Click “Save” to confirm your changes.

  1. How do I add a chat widget to my Client Portal section in Mastermind?

To add a chat widget to your Client Portal section, first grab your chat widget code by navigating to Sites > Chat Widget and clicking "Get Code." Then, go to Client Portal > Courses > Settings, click into "Site Details," expand the "Advanced" dropdown, add your code in the appropriate section, and click "Save."

  1. Where can I find the chat widget code to add to my Client Portal section?

You can find your chat widget code by navigating to Marketing & Sales > Funnels  Pages > Chat Widget in your Mastermind account. Click on "Get Code," and copy the code for use in your Client Portal section setup.

  1. Can I add custom JavaScript, CSS, or tracking code to the Client Portal section in Mastermind?

Yes, you can add custom JavaScript, CSS, or tracking code by going to Client Portal > Courses > Settings, clicking into "Site Details," expanding the "Advanced" dropdown, and pasting your code in the appropriate field before saving your changes.

  1. What should I do if my chat widget is not displaying correctly in the Client Portal section?

If your chat widget is not displaying correctly, ensure that you have copied and pasted the chat widget code correctly into the "Advanced" section under Client Portal > Courses > Settings > Site Details. Double-check that the code has been saved properly.

  1. Can I use the chat widget in other areas of Mastermind besides the Client Portal section?

Yes, the chat widget can be used in multiple areas within Mastermind, including other sites and pages. Follow similar steps to grab the widget code and embed it wherever you want it displayed within your platform.

  1. Can I control which pages in the Client Portal show the chat widget?

Yes, the widget will only appear on pages where you add the code. To limit it, paste the code only in the specific Client Portal pages where you want it visible.

Still need help? Contact Us Contact Us