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.

How to set up Embedded Reporting

Embedded Reporting allows you to display live Power BI dashboards within your Clientshare reviews, giving clients access to up-to-date performance data alongside your review content without leaving the review experience.

Before you begin

Before Embedded Reporting can be enabled, your organisation will need someone with Microsoft Azure administrator access to create the required credentials and grant Clientshare permission to access your Power BI reports.

The following credentials are required:

Client ID
Client Secret
Tenant ID

For detailed guidance on completing this step, please refer to the Customer Azure Setup Guide

Step-by-step guidance on connecting Clientshare to Power BI:

Go to Organisation Settings (Owner access required).
Select the Reporting tab.
Add the 3 credentials and test the connection to ensure it is working properly. Select Test connection to verify the credentials.

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Select the Licences tab from the settings tabs.
Locate the client account you want to enable reporting for and click the pencil icon.
Select the toggle for ‘Include Power BI Reporting’ and add the Group ID & Report ID for the Power BI report you want to add to that client. (The Group ID & Report ID can be found in the URL of your Power BI reports).

Useful to know

Embedded Reporting is enabled individually for each client account.
Different client accounts can be linked to different Power BI reports.
Once configured, reports are available whenever a review is created for that client account.
Any updates made to the Power BI report are reflected automatically when clients view the embedded report, ensuring they always see the latest available data.

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