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 add content to the Content Library

A quick guide to uploading content and sharing it with selected workspaces.

Before you start:

Have the file you want to upload ready on your computer.
Decide which workspace(s) should have access to the content.
Choose a clear, user-friendly content name to make it clear to your users what they will be sharing with their client.

Step 1: Open the Content Library

From the Dashboard, select Content Library from the left-hand navigation menu.

Clientshare-dashboard-and-navigation

Step 2: Select 'Add content'

On the Content Library page, select 'Add content' at the top of the screen. This opens the two-step upload process.

Step 3a: Add your file

Select or drag the file you want to add into the upload area.
Check that the correct file has been selected. The selected file is shown in the panel.
Select Continue to next step.

If you select the wrong file, you can select or drag another file to replace it.

Screenshot 2026-08-12 174216

Step 3b: Add content details

Content name — Review the suggested name and edit it if required.
Share with — Open the workspace selector and choose the workspace(s) that should receive the content. You can select individual workspaces or use 'Select all'.
Content status — The content is set to 'Optional' as default, meaning it will be optional for users to include in their business review across all selected workspaces. A future release will include a mandatory option too.
Select 'Share content' to publish the content to the selected workspace(s).

Step 5: Confirm the content has been added

After you select Share content, the Content Library refreshes and the new item appears in the list. The item shows its status, name, uploader and upload date.

Managing content

The action icons shown on each content item allow you to edit the content details, preview the content, and download the content.

Quick checklist

Open the Content Library.
Select 'Add content'.
Upload or drag in the required file.
Select 'Continue' to next step.
Check or edit the content name.
Select the workspace(s) to share with.
Set the content status.
Select 'Share content'.
Check that the new item appears in the Content Library.

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