Setting up your ClientPoint account is very simple. All you need to do is follow the prompts on the screen, enter your information, and you are done!
Here are the steps to follow:
- When you receive your welcome email, click on your System URL link to log in.
We recommend bookmarking this link for easy access later.
Note: If you are unable to click on the button, you can also scroll down to the bottom of the email to access the activation link and follow the steps.
2 - On your next login, update your profile information, contact information, profile image, email, password, language settings and upload your signature by going to the top-right profile thumbnail and clicking View Profile.
3 - Now, the real fun begins! You can start personalizing your Virtual Office link by entering the following information:
- Email: Make sure you are connecting the correct email address. This should ideally be your work email ID.
- Virtual Office Link: This will be the direct link you will be sharing with your clients to schedule time on your calendar. You can even customize this link after your name if you wish.
- Agree to the Terms of Privacy to Continue.
- Personalize your Virtual Office: Here you should add your Profile photo, Company Logo, and your Company branding color/hex code.
- Add content to your Virtual Office: Here you can add links, videos and documents for your clients to see when they access your Virtual Office.
- Enable ClientPoint Sign: Click on the enable ESignature button to access this feature.
- Connect to ClientPoint Schedule: Click on the Connect Your Calendar option to integrate your Work Calendar with ClientPoint Schedule.
Note: You can learn more about ClientPoint Schedule on this link.
And that's it! You can access your ClientPoint homepage now, and can start creating amazing ClientPoint experiences for your clients and internal team members.
Have any questions? Please contact support@clientpoint.net.