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.

Blog | News & Updates

Blog

Product Update: New Automations Feature

FMJ: Four-fifths of FM suppliers fear margin erosion due to...

i-FM: Business review processes need improvement

New research shows 80% of suppliers fear margin erosion due...

In the News: Clientshare achieves over 120% YoY growth in L...

In the News: HR expert uncovers how RPO deals are being won...

Celebrating 3 years of Clientshare Pulse

In the News: Clientshare’s QBR platform used by more than 1...

In the News: Clientshare Awards recognise leaders in Custom...

In the News: Logistics market continues to drive expansion ...

In the news: Another record quarter sees 195% YoY growth fo...

Virtual Panel: How to avoid the devastating impacts of poor...

i-FM: The urgent need for better supplier communication

FMJ: Poor quarterly business reviews expose supplier shortc...

i-FM: Suppliers missing client opportunities

Clientshare's QBR platform hits 125% YoY growth and 440% us...

Product Update: New Languages Added to Clientshare Pulse as...

7 out of the 10 top UK Facilities Management enterprises no...

Clientshare has Hit 120% YoY Growth in Q3 | Clientshare

In The News: 1 In 3 FTSE100 Companies Now Use Clientshare f...

The importance of Quarterly Business Reviews (QBRs) continu...

In the news: MD James Ward from non-technical founder to se...

National Express Transport Solutions is now using Clientsha...

Product Announcement: Game-changing API development

UK and US enterprises, including Platinum and Menzies, are ...

In the news: 70%+ Year on Year growth and US expansion

Clientshare: A year in successes

In the News: 500% growth for Pulse Quarterly Business Revie...

In The News: 3 things FM outsourcers should learn

14 Current Trends in IT Outsourcing | Clientshare

Read a message to our customers from our MD | Clientshare

Want more? Explore our QBR Hub:

Download our research whitepaper, 'The QBR Frustration'