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 is calculated with real-time feedback given by the client at each review. It indicates how your clients rate you against four key satisfaction measures and maps you on the axis dependent on your Service and Value in addition to Relationship and Reviews.

What Satisfaction Measures are there?

The 4 measures that make up the Satisfaction Rating are:

  • Service provided
  • Value for money
  • Relationship management
  • Effectiveness of business reviews
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.