How can my customers use the Client Portal?
Welcome to the Client Portal, your personalized space to interact with our business. This comprehensive guide will walk you through every step of using the portal, ensuring you make the most out of its features.
Understanding the Client Portal
The Client Portal serves as a centralized platform where you can conveniently engage with our business and access various features. From reviewing past interactions to monitoring affiliate commissions and accessing membership courses, the portal offers a seamless and enriched customer experience.
Signing Up for the Client Portal
If you can't access specific parts of the portal directly, you'll need to sign up. However, if you've used our other apps before, you can skip signing up and use your existing credentials.
Creating Your Account
You can sign up multiple times with the same email if permitted by our settings. Otherwise, the system will prevent multiple registrations with the same email to maintain data integrity.
Registration Process
Provide your full name, and email, and create a password to register for the Client Portal. Check your email for a verification code, which expires after 15 minutes.
Account Verification
Enter the verification code sent to your email to authenticate your account. Once verified, you can log in using your selected password.
Logging In to the Client Portal
You can log in using your password directly or opt for email verification, where a secure code is sent to your registered email. If you have multiple accounts tied to the same email, the system will guide you to select the correct one.
Exploring the Client Portal Features
Once logged in, you'll discover a plethora of features at your fingertips. From accessing membership courses to joining community groups, the Client Portal offers a comprehensive suite of tools to enhance your interaction with our business.
Utilizing the app switcher for seamless navigation
Once their profiles are complete and they have gained access to the child apps, leads and clients can seamlessly switch between them, offering a unique interaction with your business. The app switcher, located at the top right corner of the top bar, facilitates this effortless navigation. A drop-down menu will appear by simply clicking on the app switcher, listing all accessible apps. Users can then easily navigate to their desired app with just one click.
Completing Your Profile Details
To ensure a personalized experience across all apps, it's essential to complete your profile details. This includes providing your name, email address, contact details, and preferences.
Important Tips for Using the Client Portal
- Stay updated with new features and functionalities.
- Keep your profile information accurate and up-to-date.
- Utilize the app switcher for seamless navigation between different sections of the portal.