Objective
This SOP outlines the steps to send a Client Account Invitation using the Share button, ensuring clients can access their personal portal and interact with your services effectively.
Key Steps
Step 1: Access the Share Button 0:11
Navigate to the Share button in your application.
Identify the option for 'Client Account Invitation'.
Step 2: Fill Out the Invitation 0:20
Ensure all fields are filled out automatically for the recipient's email.
Review the email content to confirm it aligns with your branding.
Step 3: Send the Invitation 0:29
Click the send button to dispatch the invitation to the client.
Step 4: Confirm Receipt 0:49
Check the client's inbox (e.g., Mark's inbox) to confirm they received the invitation.
Step 5: Client Account Creation 1:06
Instruct the client to click the link in the email to create their account.
They will need to set a password to access their personal portal.
Step 6: Accessing the Portal 1:52
Once logged in, the client can view all available services and account settings.
Step 7: Making Requests 2:23
Guide the client on how to use the 'Make Requests' button to send direct messages for information or service requests.
Step 8: Receive Notifications 2:56
Ensure your phone is set up to receive notifications for client requests.
Step 9: Respond to Client Requests 3:06
Be prepared to respond to client requests promptly, utilizing your mobile device for convenience.
Step 10: Encourage Client Engagement 3:22
Remind clients to utilize the portal for all their needs to enhance their experience.