Overview
ClientPoint Enterprise is packed with features designed to streamline workflows, enhance branding, and optimize client interactions. While many users are familiar with its primary tools, there are several hidden features that can significantly boost efficiency and customization. These often-overlooked capabilities offer additional value, helping teams tailor their experience and better serve their clients.
Least Used Cool Features in ClientPoint Enterprise
1. Share the ClientPoint Internally
This feature enables teams to collaborate seamlessly within the platform. Internal sharing allows stakeholders to review, edit, or provide feedback on ClientPoints before they are sent to external clients. It’s an invaluable tool for ensuring consistency and quality.
2. Scheduler Branding
Customizing your scheduler ensures that your booking pages reflect your company’s branding. By incorporating your logo, brand colors, and other design elements, you can maintain a professional and cohesive image throughout the client scheduling process.
3. Scheduler Custom Fields
Enhance your client intake process by adding custom fields to your scheduler. This allows you to collect specific information tailored to your business needs, streamlining appointments and ensuring you have all the necessary details upfront.
4. Separate Themes for Each Division
For organizations with multiple divisions, this feature allows you to apply unique themes to each one. From logos to colors, each division can have its own identity, ensuring consistency with their branding while maintaining uniform functionality.
5. Branded URL for Every Division
Boost professionalism and brand recognition by assigning a branded URL to each division. This simple customization improves credibility and helps clients remember your links more easily.
6. Division Notifications for Outside Users
ClientPoint allows division-specific notifications to be configured for external users by adding their emails under "Send Sign Notification to Internal Emails". This ensures that clients or external collaborators receive the right messages, updates, or confirmations tailored to their interactions with a specific division.
7. Applying Themes to Individual ClientPoints
With the "Theme Individual ClientPoint" feature, companies now have the capability to apply distinct themes to each ClientPoint within a division. This article will guide you through the steps to enable and utilize this feature. Learn how to do it here.
Conclusion
Exploring and utilizing these hidden features in ClientPoint Enterprise can elevate your user experience and improve the efficiency of your workflows. Whether it’s enhancing collaboration, creating a more personalized client journey, or reinforcing your brand identity, these tools are designed to support your success.
We encourage you to take advantage of these cool functionalities to unlock the full potential of ClientPoint. If you need further assistance or guidance, contact our Support Team at support@clientpoint.net or refer to our detailed Knowledge Base.