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Client Portal
Streamline client communication and boost engagement with ScreenApp's portal.
- Instant meeting insights access
- Seamless client collaboration tools
- Real-time updates and notifications
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How to Use ScreenApp's Client Portal
Step 1: Log In to Your Account
To get started with ScreenApp's Client Portal, visit our website and click on the "Client Portal" link. Enter your registered email address and password to log in. If you’re a new user, follow the prompts to create your account and gain access to all the features designed for client-facing teams.
Step 2: Navigate the Dashboard
Once logged in, you will be greeted by the user-friendly dashboard. Here, you can easily access all your projects, meeting insights, and client communications. Use the navigation menu to explore different sections, such as "Meetings," "Reports," and "Client Feedback." This intuitive layout ensures that you can quickly find the information you need to share with your clients.
Step 3: Share Meeting Insights with Clients
To share valuable meeting insights, go to the "Meetings" section. Here, you can view past meeting notes, action items, and key takeaways. Select the meeting you wish to share, and use the "Share" feature to send a summary directly to your clients via email or through the portal. This streamlined process helps keep your clients informed and engaged, enhancing your agency's communication and collaboration.
Unlock Seamless Collaboration with ScreenApp's Client Portal
Effortless Communication
Enhance your client relationships with streamlined communication tools. ScreenApp's Client Portal allows agencies to share meeting insights, updates, and important documents in real-time, ensuring everyone stays informed and engaged.
Centralized Access to Information
All your project details, meeting notes, and client feedback are stored in one secure location. This centralized access simplifies the workflow for client-facing teams, making it easy to retrieve and share essential information whenever needed.
Improved Client Engagement
Boost client satisfaction with a user-friendly interface that encourages active participation. Clients can easily access their project status, provide feedback, and communicate directly with your team, fostering a collaborative environment.
Enhanced Security and Privacy
Protect sensitive client information with ScreenApp's robust security features. Our Client Portal ensures that all data is encrypted and accessible only to authorized users, giving you and your clients peace of mind.
Real-Time Updates and Notifications
Stay on top of project developments with instant notifications. Clients receive real-time updates on project milestones, meeting schedules, and important changes, keeping them informed and engaged throughout the process.
Customizable Dashboard
Tailor the Client Portal to meet your specific needs. With customizable dashboards, agencies can present relevant information in a way that resonates with clients, enhancing their overall experience and satisfaction.
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What is ScreenApp's Client Portal?
ScreenApp's Client Portal is a secure online platform designed for agencies to share meeting insights, project updates, and important documents with their clients in real-time.
How do I access the Client Portal?
You can access the Client Portal by visiting our website and clicking on the 'Client Portal' link. Enter your login credentials to get started.
Is the Client Portal secure?
Yes, the Client Portal uses advanced encryption and security protocols to ensure that all your data is protected and accessible only to authorized users.
Can I customize the Client Portal for my clients?
Absolutely! The Client Portal allows for customization, enabling you to tailor the experience and content to meet the specific needs of each client.
What types of documents can I share through the Client Portal?
You can share a variety of documents, including meeting notes, project reports, presentations, and any other relevant files that your clients need to access.
How do I invite clients to the Client Portal?
Inviting clients is easy! Simply enter their email addresses in the portal, and they will receive an invitation to create their own secure login.
Can clients leave feedback or comments in the Client Portal?
Yes, clients can leave feedback and comments on shared documents, facilitating better communication and collaboration between your team and your clients.
Is there a mobile version of the Client Portal?
Yes, the Client Portal is mobile-friendly, allowing clients to access their information and documents from any device, anywhere, at any time.
What support is available for using the Client Portal?
We offer comprehensive support, including tutorials, FAQs, and a dedicated support team to assist you and your clients with any questions or issues.
Can I track client engagement in the Client Portal?
Yes, the Client Portal includes analytics features that allow you to track client engagement, such as document views and feedback, helping you understand their needs better.
