Pulse FAQs

How do I reset my password?

It's easy to get a new password for your Clientshare account. You can change it by going to www.secure.myclientshare.com/password/reset. You receive an email that redirects you to the login page and allows you to entera new password. All the necessary instructions for password criteria can be found on the reset password page. You can also change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab.

What is the Pulse Index?

The Pulse Index  indicates how your clients rate you against four key satisfaction measures and maps you on the axis dependent on which 4 key areas of your business you want to measure.

There are 4 pre set measures that make up the satisfaction rating are:

  • Service
  • Relationship and support
  • Value
  • Quality

These are a great place to start, but we would always encourage you to customise your index questions based on specific areas of your business. 

Unsure which areas to measure with Pulse Index? Contact your Customer Success manager.

How is the data collected for NPS and Satisfaction Ratings?

Your Net Promoter Score is calculated using your clients’ feedback. Every time your client receives a business review from you, they can provide real-time feedback via the satisfaction measures, qualitative comments, and a Net Promoter Score survey.

How do I send a Review?

You can send reviews using our simple step-by-step workflow to complete high-quality, comprehensive reviews each time. These steps are as follows:

  • Give your review a title, date and introductory message/video
  • Add all relevant content and documentation
  • Choose the recipients of the review
  • Assign review actions

You will have the opportunity to preview your review before sending directly to the client.

What documents can I attach to my Review?

Clientshare Pulse limits the size of document/file to 20MB and you can upload / drag and drop all standard file formats.

How do I invite my colleagues to join Clientshare Pulse?

This is an easy process which you can do through the admin panel. All you need is their email address.

Only admins can invite other users to Pulse. They can do this via the admin panel by selecting to invite senior managers, account managers or admins depending on the level of access required.