How do I reset my password?

You can change your password by going to login.myclientshare.com/password/reset. You will receive an email that redirects you to the login page and allows you to enter a new password. Instructions for password criteria can be found on the reset password page. Alternatively, you can change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab. If you use Microsoft Single Sign-On, password resets are handled automatically through Microsoft.

What is the Pulse Index?

The Pulse Index indicates how your clients rate you against key satisfaction measures and helps you map and track performance in critical business areas. The satisfaction rating consists of four pre-set measures: Service, Relationship and support, Value, and Quality. You can customize these questions based on your business needs. If unsure, contact your Customer Success Manager for guidance.

How is the data collected for NPS and Satisfaction Ratings?

Your Net Promoter Score (NPS) is calculated using your clients’ feedback. Each time your client receives a business review, they can provide real-time feedback through satisfaction measures, qualitative comments, and the NPS survey.

How do I send a Review?

Sending a review is easy with our step-by-step workflow: 1. Give your review a title, date, and introductory message or video. 2. Add all relevant content and documents. 3. Choose recipients for the review. 4. Assign review actions. You can preview the review before sending it directly to your client.

What documents can I attach to my Review?

Clientshare Pulse supports document uploads up to 40MB and accepts all standard file formats. Simply drag and drop files into the review or select them manually.

How do I invite my colleagues to join Clientshare Pulse?

Only admins can invite new users to Clientshare Pulse. Using the admin panel, enter your colleague’s email address and specify their role — Senior Manager, Account Manager, or Admin — depending on the level of access required.

How do I know if my clients have opened the review and scored me?

Whenever a client opens a review, provides scores, or leaves feedback, you’ll be notified. Clients will receive two weekly reminders if they haven’t opened the review or completed the scoring.

Can I resend my review and add new recipients?

Yes! You can resend reviews or add new recipients by going to the Review Analytics page and selecting the option to add or resend to recipients.

Do my clients have to score me each time?

This is optional. We recommend making scoring mandatory for quarterly reviews, but for weekly reviews, it’s best to keep scoring optional to avoid survey fatigue.

How does the tree planting work for reviews scored with Clientshare?

Clientshare is a proud partner of Ecologi. Each time your client scores a review, we plant a tree. Learn more about Clientshare's partnership with Ecologi and our CSR policies.

Product Update: New Pulse Dashboards

new-dashboards

Your Business Reviews are some of the most important moments in your contract and should be supported by accurate, powerful data. With Pulse’s new Dashboards, you can see risks and opportunities more clearly than ever. This update makes it even easier to:

This update makes it easier than ever to:

Track sentiment over time through NPS
Monitor your latest client comments
Quickly identify risks of churn and opportunities for growth
Review the content and status of recent feedback
Maintain a clear, high-level overview of account health

new-pulse-dashboards-in-frame (1)

What's changed?

We’ve updated the dashboards to mirror customer feedback and present what busy teams need first.

Account health at a glance: A high-level summary backed by NPS and recent feedback sits right at the top of your Pulse environment.

NPS tracking: The spotlight has been turned on Promoters, Passives and Detractors, helping you to visualise customer sentiment more clearly, spot patterns, and see what’s shifting your scores.

Comment feed: The latest written feedback is displayed alongside the wider context of your accounts for easier checking and tracking.

Improved layout: An overall update to the look and feel of the Dashboards means your most important data is easily read and, more importantly, understood!

Why have we made this change?

Our new dashboards collect your most important customer signals into one place and enable you to see essential information at a glance and act on it more efficiently. By seeing NPS trends, latest comments and account-level health indicators side by side, you can move from ‘what happened?’ to ‘what do we do next?’ in a single view.

Take a look through the tour below to see the new Dashboards, or head over to our dedicated Support article to see how you and your team can use them to their full potential!