How to Amplify Your Client Experience Using the Dubsado Client Portal
At the heart of every service-based business is the client experience.
It’s like the one key that unlocks great testimonials, referrals, repeat clients, and all around an awesome business reputation. Without taking the effort to refine and make better your client experience, you’re missing a huge opportunity to stand out from the competition!
An amazing way to amplify your client experience is by using Dubsado’s client portal feature! Not only does it give your brand a polished and professional feel, but it also makes things 10x easier on your clients. With the client portal, your clients are able to easily view email exchanges between you, documents you’ve shared, forms, invoices, task boards, and more.
Keep reading to learn more about the client portal, how to use it, and how it can amplify your client experience!
What Is the Client Portal?
Upon signing a new client, you’re able to activate their portal with either an email-password combo for their login, or they can just use their email address. You’re able to grab a link in your Portal settings, or embed it in a page of your website.
The portal acts as a sort of hub for your clients where they can find all the things related to their project in one easy spot, and it’s split into 4 main sections.
THE HOME TAB
As soon as a client logs into their portal, the home tab displays your business information, things that need their immediate attention, and the number of unread emails, incomplete forms, and open invoices they have.
THE PROJECTS TAB
The projects tab allows your clients to view multiple details about their project(s); if you have multiple projects with the same client, they’re able to select which project’s details they want to view with a drop-down menu. They’re able to view information like:
Invoices
Contracts
Documents (including forms, PDFs, and links)
Appointment schedulers (if sent to the client)
Appointment dates and times (if added to portal), and
Task boards (if shared with the client)
Dubsado allows you to change the name of this tab in your Portal settings to something else that may see as a better fit!
THE EMAILS TAB
This tab is just as it sounds! Clients are able to view all emails exchanged between you two. They don’t have the ability to send and respond to emails you’ve sent them directly from the portal, but this tab serves as an excellent form of communication documentation.
THE PROFILE TAB
This tab displays the client’s information that you have in the system. By clicking the gear icon in the upper right-hand corner, they’re able to edit this right inside of their portal, like their name, contact info, business info, social media handles/links, etc.
Amplify Your Client Experience
By giving clients a spot that they’re able to view all of the details of their working relationship with you, it really serves and impacts them in a way that’s unlike anything else! Just like we talked about in last week’s blog post, mastering your client experience not only gives your business an awesome reputation but it also allows you to sell the experience you offer versus just the skills or services you offer. Doing so is what helps you leverage your uniqueness and book clients centered around how well you make sure they’re taken care of.
A happy client means a very happy business owner when they’re more inclined to leave an awesome testimonial, refer you to a friend, or come back for more work! So, try out the client portal feature and see what a difference it makes in your clients overall satisfaction with and impression of your brand.
If you want to take Dubsado for a spin, you can head here to save 30% on your first month or year! Check out our other favorite Dubsado features here.
