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 Automated Review Reminders

Automated review reminders help ensure reviews are sent on time by prompting account managers when action is needed.

There are two types of reminders:
1. Reminders to send the next review
2. Reminders to send the first review

1. Set up reminders for the next review

This automation reminds account managers when no review has been sent within a defined timeframe.

Step 1: Locate the automation

Select the workspace from the left-hand panel, then go to Workspace settings

How to set up automated review reminders for account managers SCREENSHOT 1 (1)

Go to the automations tab -> Select Remind Account Managers to send their next review

How to set up automated review reminders for account managers SCREENSHOT 2

Step 2: Configure the automation rule

Select the clients the rule applies to
Define the number of days since the last review to trigger the automation
Choose the sender (typically a senior manager)
(Optional) Click Edit email to update the messaging
Click Save to activate the rule

How to set up automated review reminders for account managers SCREENSHOT 3_

Tip:

You can create multiple rules/ copy existing rules using + New Rule/ “copy” icon for different clients, timeframes, or senders. However, email messaging cannot be customised per each rule - it will remain the same across all rules within this automation.

How to set up automated review reminders for account managers SCREENSHOT 4

2. Set up reminders for the first review

This automation reminds account managers to send their first review after being invited to Clientshare (where their assigned accounts have not yet launched).