How can my customers use the Client Portal?
The Client Portal in Stack is your customers’ digital hub for seamless interaction with your business. This guide will help you understand how customers can effectively use the Client Portal, covering everything from signing up to navigating through its features.
What is the Client Portal?
Section titled “What is the Client Portal?”The Client Portal is a centralized platform for customers to engage with your business. It provides a personalized experience, allowing customers to review their interactions, monitor affiliate commissions, access membership courses, and join community groups—all in one place.
How Can My Customers Use the Client Portal?
Section titled “How Can My Customers Use the Client Portal?”Signup Process
Section titled “Signup Process”Step 1: Who Needs to Sign Up?
Section titled “Step 1: Who Needs to Sign Up?”Customers need to sign up for the Client Portal if they do not already have access to child apps like Membership Courses, Affiliate Manager, or Communities. If they have existing access, they can log in directly using their current credentials.
Step 2: Account Creation & CRM Restrictions
Section titled “Step 2: Account Creation & CRM Restrictions”- Customers can sign up multiple times with the same email if your Business Profile Settings allow duplicate contacts.
- Each registration creates a unique user account.
- If duplicate contacts are not allowed, customers cannot register multiple times with the same email.
Step 3: Registration Process
Section titled “Step 3: Registration Process”To register, customers need to provide their full name, email address, and choose a password. After submitting these details, a verification code is sent to their email.
Tip: Remind customers to check their spam/junk folders for the verification code, which expires after 15 minutes.
Step 4: Account Verification
Section titled “Step 4: Account Verification”Customers must enter the verification code to authenticate their account. Once verified, they can log in using the password set during registration.
Tip: Encourage customers to keep their login details secure.
Customers can log in using:
- Password Login: Enter the password to access the portal.
- Email Verification: A secure code is sent to the registered email, which must be entered to log in.
If multiple accounts are associated with one email, customers will be prompted to select the correct account to access.
The Client Portal Experience
Section titled “The Client Portal Experience”The Client Portal allows customers to interact with your business through various child apps, such as membership courses and community groups. Completing their profile details is essential for a personalized experience and smooth operation across all apps.
Navigating the Portal
Section titled “Navigating the Portal”Once profiles are complete, customers can switch between apps using the app switcher located at the top right corner. This dropdown menu lists all accessible apps for easy navigation.
Tip: Keep profile information up-to-date for the best experience.
Can a client with multiple accounts switch between them within the Client Portal?
Yes, clients with multiple accounts linked to the same email will be prompted to select which account to access and can switch as needed.
Is it necessary for clients to complete their profile details?
Yes, completing profile details is crucial for a seamless, personalized experience across all apps.
Can clients directly switch between child apps like membership courses, community groups, and affiliates in the Client Portal?
Yes, the app switcher allows easy navigation between different apps.
What if a client forgets their password? Is there a way to still access the Client Portal?
Yes, clients can access their accounts using a secure code sent to their email, allowing login without a password.