How can my customers use the Client Portal

The Client Portal serves as a unified platform that enables customers to easily interact with your business and utilize a range of features. By implementing the Client Portal, you can offer your customers a modern and tailored experience as they examine their past and current interactions with your company. It delivers an extensive summary of their entire engagement history, helping them understand their relationship with your business better. Within the Client Portal, customers can seamlessly track their affiliate earnings and disbursements, access their membership courses, and participate in community groups.

Step 1: Who needs to go through the Client Portal Signup?

The Client Portal serves as a unified platform that enables customers to easily interact with your business and utilize a range of features. By implementing the Client Portal, you can offer your customers a modern and tailored experience as they examine their past and current interactions with your company. It delivers an extensive summary of their entire engagement history, helping them understand their relationship with your business better. Within the Client Portal, customers can seamlessly track their affiliate earnings and disbursements, access their membership courses, and participate in community groups.1. Click "Settings"

Step 2: Account Creation & CRM Restrictions

Click "Settings"

Click "Business Profile"

Navigate to "General"

Click "Allow Duplicate Contact"

Under the condition that your Business Profile Settings allow duplicate contacts, clients are able to register multiple times with the same email address. Each registration results in the creation of a unique user account.

Data integrity will be maintained and confusion or data duplication will be prevented by the CRM's non-duplication policy for contacts. Thus, clients are restricted from signing up multiple times with the same email and multiple user accounts linked to one email will not be created by the system.

Familiarize yourself with the CRM configurations and their effects on creating client accounts on the Client Portal.

Step 3: Registration Process

Clients are required to furnish their complete name and email address and select a password so as to enroll in the Client Portal.

Once they provide their registration details, the system will dispatch a confirmation code to the email address provided.

Step 4: Account Verification

Please Note:

Make sure that the clients are aware that they need to check their email, including spam or junk folders, for the verification code. Note that the verification codes become invalid after 15 minutes.

Step 4: Account Verification

To verify their account, clients are required to input the verification code sent to their email address.

Upon successful verification, they are able to access the client portal by entering the password they chose during registration.

Please Note:

Maintaining the security and authenticity of client accounts heavily relies on the verification process.

TIP:

Encourage your clients to safeguard their login credentials and caution them against disclosing this sensitive data to anyone else.