How to Set Up or Update Your User Profile in ClientPoint

Each user in ClientPoint has a unique profile that serves as a central repository for personal contact information and important links. Keeping your profile up to date ensures smooth communication, personalized client interactions, and seamless scheduling. This guide explains how to set up or update your user profile and highlights the key details to include.

Why Keep Your User Profile Updated?

1. Professionalism: Accurate information ensures consistency in your client communications.
2. Efficiency: With updated details like meeting and scheduling links, clients and colleagues can easily connect with you.
3. Enhanced Functionality: Features like SMS notifications and integrated links improve usability and productivity.
4. Personalization: Including optional fields like LinkedIn enhances your professional image.

Essential Fields in Your User Profile

Your ClientPoint profile includes several critical fields. Here’s what to check and update:

1. Basic Information:

   • First and Last Name: Displayed on your ClientPoints for personalization.
   • Title: Reflects your professional role.
   • Email Address: Primary contact for notifications and client communications.

2. Contact Numbers:

   • Office Phone: Landline or main office contact.
   • Cell Phone: Enables quick reachability.
   • SMS Notifications: For U.S. users, populate your mobile number and carrier to receive notifications.

3. Links:

   • Meeting Link: Add your video conferencing Personal Meeting ID (PMI) link for virtual meetings.
   • Calendar Link: Include a scheduling tool link (e.g., Calendly) to streamline appointment bookings.
   • LinkedIn Profile (optional): Showcase your professional achievements and connect with clients.

How to Set Up or Update Your Profile

Follow these steps to ensure your profile is current:

1. Access Your Profile:

   • Log into ClientPoint.
   • In the top-right corner, locate your profile thumbnail (circle icon).
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   • Click the down arrow and select View Profile.
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2. Edit Your Profile:

   • On the profile page, click the Edit button (top-right corner).
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   • Update the fields with accurate information, including any changes to contact details or links.

3. Save Changes:

   • After making updates, click Save at the bottom of the page to apply the changes.

Conclusion

Maintaining an accurate and complete user profile in ClientPoint is essential for fostering effective communication and a professional presence. By ensuring that details like your contact information, meeting links, and optional LinkedIn profile are current, you enhance your usability and ensure seamless interaction with clients and team members.

For additional support, contact support@clientpoint.net. A well-updated profile not only improves efficiency but also contributes to a more personalized and professional client experience.