--- title: My Business - Client Portal Menu, Part I, Build for Clients description: "My Business - Client Portal Menu, Part I, Build for Clients\nEnter your CounselMore account, Navigate to the Settings menu." --- [Skip to content](https://helpdesk.counselmore.com/new-accounts-build-a-custom-menu-of-resources-for-yourself-and-your-clients#main-content) English Show submenu for translations [![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations Select below, or search by topic - There are no suggestions because the search field is empty. 1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en) 2. [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en) 3. [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business) # My Business - Client Portal Menu, Part I, Build for Clients ## My Business - Client Portal Menu, Part I, Build for Clients Enter your CounselMore account, Navigate to the Settings menu. Click Account Setup \> Client Portal Customizations Click and open the banner: Client Portal Menu     ![clientportalmenu](https://helpdesk.counselmore.com/hs-fs/hubfs/clientportalmenu.png?width=670&height=320&name=clientportalmenu.png)         Enter a title or label for your link. Then enter the URL address for the link. Choose if this resource, in your custom menu should only be available to you, the counselor, or should it be available to both you and your student-portal.   **HOT TIP:** If you'd like your menu in a specific order, list your resources on a separate document and place into your preferred order. Then paste in your links in the order you prefer. **TIP:** CounselMore has a list of resources collected from our community of educational consultants. Your colleagues have suggested [these resources](https://helpdesk.counselmore.com/my-business-custom-menu-part-ii-resources-for-your-custom-menu?hsLang=en).  Follow video below for an example on adding an item to the Client Portal Menu ### Changing the label of your Custom Menu 1. Go to settings \> My Business Setup \> Client Portal Menu 2. Enter your label under "Custom Menu Label"   ![cpm](https://helpdesk.counselmore.com/hs-fs/hubfs/cpm.png?width=670&height=305&name=cpm.png)   You'll notice that as soon as you click any white space, the Client Portal Menu label updates for you on the top right. Please note that this menu also appears for students and parents on their end. Any changes made here will affect the Parent/Student portal.   **NOTE:** Click [here](https://helpdesk.counselmore.com/my-business-custom-menu-part-ii-resources-for-your-custom-menu?hsLang=en) for a list of recommended resources! **🔎 Quick Tip: Reordering Links in the Client Portal** Draft your list in a blank document, arrange the order you want, then paste it into the **Custom Menu**. 📘 Resources: [My Business - Custom Menu, Part II, Resources for your custom menu](https://helpdesk.counselmore.com/my-business-custom-menu-part-ii-resources-for-your-custom-menu?hsLang=en)   - [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content) - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up) - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training) - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up) - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation) - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users) - [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content) - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners) - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab) - [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab) - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab) - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab) - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist) - [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts) - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab) - [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content) - [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data) - [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns) - [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data-app-tracker) - [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive?hsLang=en#main-content) - [Google Drive Settings](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-settings) - [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-master-folders) - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management) - [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content) - [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business) - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding) - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns) - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments) - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster) - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station) - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting) - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books) - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox) - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up) - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup) - [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-integrations) - [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#main-content) - [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations) - [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content) - [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources) - [Member Benefits](https://helpdesk.counselmore.com/member-benefits?hsLang=en#member-benefits) - [Customer Service Support](https://helpdesk.counselmore.com/member-benefits?hsLang=en#customer-service-support) - [Privacy Policies](https://helpdesk.counselmore.com/member-benefits?hsLang=en#privacy-policies) - [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#main-content) - [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory) [![Chill listening crop-3](https://helpdesk.counselmore.com/hs-fs/hubfs/seminarsBadge-gold.png?width=26&height=26&name=seminarsBadge-gold.png "Chill listening crop-3")](http://counselmore.com) Please note that CounselMore is a robust college planning platform with multiple integrations. 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