Welcome to our video tutorial on setting up a new client portal using Sydnee Client Portals!
In this video, we’ll guide you through the entire process, from adding a new account, turning off and on services, adding service details, and more!
Video Transcript
”In this video, I want to show you how to set up a new client portal using Sydnee. After you’re logged in or registered for Sydnee Client Portals, you’ll show up at your dashboard. From there, hit “New Account,” enter your new client’s name, and hit “Create.” And bam, you have a client portal just for them.
It’s a space where everything in here is only for those clients. To invite them, go to “Portal Access,” hit “Invite,” enter their email address and name, and notify them by email if you wish. Hit “Add Member.” Easy as pie—no passwords involved. It’s all code-based. When they log in, they just enter the email address they used. They’ll get a code in their email, and they’ll be allowed in. I highly recommend updating the account logo and ensuring their business name is spelled correctly by going to the settings cog.
Next, what’s really important and unique about Sydnee Client Portals is that you can add tasks, assign them, send follow-up reminders, and chat. You can also upload files for them to see. The special sauce of Sydnee is the Services Showcase. Go to “Services” and check which services they’re currently subscribed to or that you’re providing for them. For this client, I’ll say we’re providing Facebook Social Media Management. Click it, and you’ve activated the service. Now, it’s clear to your client which services are online and which are not.
Your client’s eyes will be drawn to the active services, and they can hit the “Request Service” button if they’re interested, which will instantly alert you. It will send you an email and create a task with a reminder for you to follow up. For the active service, you can see details like posts per week and the dedicated rep. For example, these guys have five posts per week, and the dedicated rep is me, Connor. If you want to add more details, you can hit “Create Detail” and add more, which will be universal across all accounts for your service but specific to each client.
Returning to the dashboard, we have the active services here, so clients can quickly see those details and browse all offered services. They will also see recent task activity, tasks, and any starred images or files you upload. Best of all, you can easily reorder these to ensure the most important items show up for your clients when they log in.
And there you have it—the basic way to set up a Sydnee Client Portal so you can start working with your clients. One more bonus tip: go to “Create,” then “Portal Colors and Logo” to adjust your branding, including your logo and all colors. You can also check out different templates we’ve provided for you.
Thanks for watching! I hope this was helpful.” – Connor Bearse
