PS Client PortalSeptember 25, 2020 4:29 pm
Peak Studios offers our clients a client portal that greatly benefits communication between our team and our clients. Additionally, the system benefits the organization of our clients as well as our team. We are continually adding to the functionality of this client portal system. The different areas of the client portal are outlined below.
The Invoice section of the client portal offers an area for clients to pay their invoices and view past invoices. This area offers a simple solution for organizing billing for both our team and our clients into a central location.
The Analytics section of the client portal allows clients to login to their Google account associated with their website’s Google Analytics and view analytics associated with site views. This gives our clients the ability to see how our web presence strategies are impacting the number of visitors to their site.
Request A Service
The Request A Service area of the portal allows our clients to fill out a simple form with services they would like to be completed by our team. Once this form is submitted, the members of our team are notified by email that a service has been requested. In addition to the email notification, the request is saved into our task completion system. In this system, members of our team can assign themselves or another member to a specific task. This lets the team member that is best suited to complete a task be assigned to and complete the request. Once a request is completed, the team can mark it as complete in the system which will be reflected in a notification to the client in their preferred notification method, whether that be a text message or an e-mail. Completed tasks can also be viewed in the designated area of our iOS application.
Update Your Information
The Update Your Information area in the client portal is very beneficial for both our team as well as our clients. It allows our clients to ensure that the information that will be displayed online is exactly the way they would like it to be displayed.
This information includes:
- Franchise Phone Number
- Franchise Email Address
- Franchise Street Address, City, State, and Zip Code
- Address Visibility on Listings
- Payment Methods Accepted
- Service Areas by City Names and Zip Codes
- Service Radius (of Franchise Address)
- Hours of Operation
- Facebook URL
- Twitter Handle
- Fax (if applicable)
- Special/Holiday Hours
- Offered Services
- Notification Preferences
- and more
Having this information in a central location makes it easy to update for our clients. Once a client updates this information, our team is notified allowing us to update the new information across the business listings that we manage for the client.
The Credentials area is another section of the portal that benefits organization for all parties involved. Similarly to the Update Your Information area, the Credentials area allows the user to update information specific to their franchise. This section allows clients to add the usernames/email addresses and passwords that are associated with the business listings and other websites that our team manages, such as Google, Yelp, Bing, etc. This provides a convenient place for clients to update these credentials when a change is made to an account as well as a place for our team to access said credentials when we are making regular updates to business listings for SEO purposes.
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