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 download the Clientshare Report

The Clientshare Report provides a comprehensive export of your organisation's review data, making it easy to analyse client engagement, feedback, review activity, and platform adoption.

Important: This feature is available to Owner, Admin and Senior Manager user levels only.

Download the report

Click your profile icon in the top-right corner of the platform.
Select Download Review Report.

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Once the download is complete, open the Excel file which would have downloaded to your device. The report contains four files, each providing a different view of your Clientshare data.

Client List

The Client List provides an overview of every client account within your access.

It includes information such as:

Workspace and client names
Account creation date
Last review sent
Total reviews sent
Number of recipients
Average CSAT and NPS
Comments and follow-up activity
Assigned Account Managers, Senior Managers, Admins and Owners
Review title and sent date
Workspace and client
Number of recipients
Video, content and next steps included
Opens and engagement
CSAT and NPS results
Comments and follow-up requests
Review owner and review language
Recipient details
Review opened
Scores submitted
CSAT and NPS
Individual metric scores
Comments
Follow-up requests
Acknowledgement status
User details and role
Login status
Profile completion
Assigned workspaces
Assigned client accounts

Use this file to monitor overall client engagement, account activity and ownership.

Reviews List

The Reviews List contains a record of every review sent from Clientshare.

It includes information such as:

Use this file to analyse review activity and engagement across your portfolio.

Review Recipients

The Review Recipients tab provides recipient-level engagement and feedback for every review.

It includes information such as:

Use this tab to review individual stakeholder engagement and analyse submitted feedback.

User List

The User List provides an overview of everyone with access to the accounts within your account access on Clientshare.

It includes information such as:

Use this file to monitor platform adoption, user setup and account assignments.

How to use Pulse Share-to-Many

How Pulse boosts growth

How to get the most out of Clientshare Pulse

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