Clinked Client Portal is a platform that helps businesses manage their client relationships by tracking client activity and managing communication. In this article, we will show you how to login to Clinked Client Portal.
How to login to the Clinked Client Portal
If you are a new user, first create an account by clicking the "Create Account" button on the top right corner of the Clinked Client Portal. Once your account is created, you will be able to login to the portal using your email address and password. If you have already logged into the portal using another account, please enter your password in the "Log In" field and click the "Login" button.
How to manage your account
If you have a Clinked Client Portal account, you can login to manage your account information and settings. To login, click the button below:
After logging in, you will see the main menu. On the left side of the menu, you can see all of your account information. You can change your password, view your transactions history, and more. On the right side of the menu, you can see all of your team members' accounts and their current status. You can also manage team member access to your account and settings.
How to add new clients
Adding new clients to your Clinked account is easy. Follow these steps to create a new client:
1. Navigate to the "Clients" tab on your dashboard and click on the "Add New Client" button.
2. In the "Add New Client" form, provide the following information:
- Name: This should be your client's name.
- Organization: This should be your client's organization.
- Email Address: This should be your client's email address.
- Phone Number: This should be your client's phone number.
3. Click on the "Create Client" button to add the new client to your account.
How to create invoices
Creating invoices is easy with the Clinked Client Portal. You can create a new invoice, or edit an existing one.
To create a new invoice, click the "Invoices" link on the left side of the screen. This will take you to the "Invoices" page. On this page, you can enter the following information:
Title: The title of your invoice
The title of your invoice Description: A brief description of your invoice
A brief description of your invoice Company Name: The name of your company
The name of your company Client Name: The name of the client who ordered the product or service
The name of the client who ordered the product or service Date Created: The date that your invoice was created
The date that your invoice was created Due Date: The date that your invoice should be paid
The date that your invoice should be paid Currency: The currency in which your invoice will be priced (USD, GBP, EUR etc.)
The currency in which your invoice will be priced (USD, GBP, EUR etc.) Tax Code: If you have chosen to tax your invoices, this is the tax code
How to pay your invoices
If you need to pay your invoices, you can do so through the Clinked Client Portal. Follow these steps to login and pay your bills:
1. Go to the Clinked Client Portal and sign in.
2. On the left side of the screen, click your name or company logo. This will open the "Profile" page for you.
3. Click "Invoices" in the menu on the right side of the screen.
4. On the "Invoices" page, click the "Pay Invoices" button. This will take you to the "Pay Bills" page.
5. On the "Pay Bills" page, click the "Select Bill" button next to the bill you want to pay. This will open a list of invoices for that bill.
6. Click the invoice you want to pay and then click the "Pay Now" button on the bottom of the screen. This will take you to a confirmation page.
7. Click the "Yes, I am sure" button on this confirmation page to pay your bill. You will be redirected back to the Clinked Client Portal screen now
How to view and print your invoices
If you have a clinked client portal account, you can view and print your invoices by following these steps:
1. Log in to your clinked client portal account by visiting https://myaccount.clinked.com/.
2. Click the "Invoices" link in the top left corner of the page.
3. You will be taken to a page that displays all of your current invoices. Click on any of the invoices to view more details about it, or to print it.
How to track payments
How to login to the Clinked Client Portal?
To login to the Clinked Client Portal, you will need your client login name and password. If you do not have these information, please see their article on how to create a Clinked account. Once you have logged in, you can visit the Payments page to view your payments history and make any necessary adjustments.
How to manage your client relationships
If you’re an administrator of your client portal or a client who has multiple accounts, managing those relationships can sometimes be time-consuming and confusing. Here are a few tips to help make managing your clients easier:
1. Log in to your client portal. Once you’ve logged in, click on the “My Accounts” tab. This is where you can manage all of your accounts, including adding new ones and deleting old ones.
2. Use the “Accounts” dropdown menu to see all of your accounts, including which account is linked to which user account. This way, you can easily switch between different client accounts without having to login each time.
3. Use the “Manage Groups” dropdown menu to see all of the groups that you have access to in your client portal. This will let you manage different sets of clients together more easily.
4. If you need to email a particular group of clients, click on the “Email Accounts” button and enter the email addresses of the clients that you want to email. Then, click on the “Send Email” button to send the email message out to everyone
Conclusion
If you are looking for a way to keep your clients updated on the progress of their project, or if you need to manage client data in a more efficient way, then a clinked client portal might be just what you're looking for. In this article, we will walk you through the process of creating and setting up a clinked client portal, so that you can start managing your projects in an even more streamlined fashion.