In today’s fast-paced digital world, client engagement and seamless document handling are key to smooth business operations. With the new updates in the Client Portal Dashboard and the Branded Mobile App, managing contracts, customizing your app, and accessing essential tools have never been easier. This article walks you through the enhanced features, benefits, and simple steps to get started.
Key Features and Benefits
Client Portal Dashboard & Contracts:
- Contract/Document Signing
- Send Contracts: Effortlessly send contracts and documents for digital signing.
- Client View: Your clients can now access contracts directly from their dashboard.
- Digital Signing: Sign documents online—no paper, no hassle.
- Downloadable Copies: Download signed copies instantly upon completion.
- Dashboard Enhancements
- Personalized Welcome: Display of user name and profile image for a personal touch.
- Quick Actions: One-click access to courses, invoices, messages, and community groups.
- App Switcher for Mobile: Move smoothly between apps using a top-bar switcher.
- New Mobile Top Bar: Mobile-optimized navigation for a streamlined user experience on smaller screens.
Branded Mobile App:
- Guided App Launch Process
- In-App Help: Access setup guides and support directly via in-app help icons.
- Progress Tracking: Keep track with color-coded indicators—blue for in-progress, red for items needing attention.
- Personalized Branding: Reflect your brand by adding unique colors, logos, and profile information.
- Confident Submission: Review your app’s details and submit for quick and easy publication.
- In-App Notifications: Stay updated with reminders on pending tasks and required actions.
- Live App Notification: Get notified once your app goes live and is ready for user access.
How to Use: Step-by-Step Guide
Setting Up the Client Portal Dashboard & Contracts
- Access Client Dashboard:
- Go to the Client Portal and log in.
- Your updated dashboard will display, showcasing the new features.
- Quick Actions and Navigation:
- Access courses, invoices, messages, or community groups directly from the dashboard’s Quick Actions area.
- Switch Between Apps (Mobile Only):
- Use the App Switcher in the top bar to move between different apps effortlessly.
Launching and Customizing Your Branded Mobile App
- Access the Branded Mobile App Setup:
- Go to Infinite Sales Client Portal > Subaccount > Branded Mobile App.
- Start the setup process and follow the guided prompts.
- Complete Branding Details:
- Add your logo, colors, and business information to give your app a personalized look.
- Progress indicators will show your setup status.
- Review and Submit for Publishing:
- Check all details, making any final adjustments before submission.
- Confirm your submission and await notification once the app is live.
- Receive Notifications:
- Get in-app notifications for required actions or when the app goes live.
- Once live, share the app with clients and users for immediate access.
Pro Tips for Maximizing Your Experience
- Optimize Brand Recognition: Be consistent with colors, fonts, and logos across all materials to strengthen brand identity.
- Utilize Progress Indicators: Use the color-coded indicators to track where you are in the setup and ensure nothing is missed.
- Regularly Check Notifications: Staying updated with in-app notifications prevents delays in launching your app and ensures smooth setup.
- Encourage Digital Document Use: Highlight the eco-friendliness and convenience of digital signatures for a better client experience.
Frequently Asked Questions
- Can I add multiple contracts for a single client?
Yes, you can send multiple contracts to the same client, allowing them to view and sign each one directly from their dashboard. - How do I ensure my app branding is correct before going live?
During setup, you can preview your branding details in the app to confirm logo placement, colors, and layout. - What should I do if my app submission is delayed?
Check for any pending tasks flagged in red. Completing these steps should allow the app to proceed smoothly through the review process. - Can I turn off in-app notifications?
In-app notifications are enabled by default for critical tasks and cannot be turned off. However, they are designed to keep you informed at essential stages. - How does the app switcher work on mobile?
The app switcher in the top bar allows you to quickly navigate between connected apps, enhancing multitasking for mobile users.