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.

Automatic Scoring Reminders

A screenshot of a email

Description automatically generated

When a review is sent from Pulse, recipients receive automatic email reminders if they are yet to engage and give feedback on a review. Automatic reminders are an effective strategy for maintaining awareness, encouraging action, and identifying lack of engagement from stakeholders.

What type of reminders are sent?

There are two automatic reminders that can be sent from the platform. These include:

Auto resend review: A reminder will automatically be sent to recipients who have yet to open a review.

Auto score reminder: A reminder will automatically be sent to recipients who have opened a review, but not submitted a score.

How frequently are reminders sent?

Automatic reminders are sent one week and two weeks after the original Pulse review is delivered, with a maximum of two reminders being sent.

How to setup automatic reminders?

Score reminders can be set within an organisation’s workspace settings. Users with Admin or Owner permissions can adjust the automatic reminder settings, and this can be done by going to Workspace settings > Customisation > Review Settings

A white rectangular object with black text

Description automatically generated

How to preview and send your review

Getting relevant stakeholders into QBRs

In the News: Clientshare used by 1-in-2 of FTSE 100

Not yet a Clientshare customer?

Learn more about Clientshare and our software solutions for service providers here or request a demo.

Clientshare

Support

Got a question?

All Articles