Client Portal is a new way to manage your website's client interactions. It's a single place where you can view all your client requests, track progress, and communicate with your clients. In this Rapid Client Portal how to login tutorial, we'll show you how to sign in and start using Client Portal.
How to login to Rapid Client Portal
To login to Rapid Client Portal, follow these steps:
1. Open the Rapid Client Portal website.
2. Enter your login credentials in the login form at the top of the page.
3. Click the "Log In" button to log in to your account.
4. If you have multiple accounts with Rapid Client Portal, select the account you want to use from the list of options on the main page.
5. Click the "Login" button to log in to your account.
How to create an account
To create an account on the Rapid Client Portal, follow these steps:
1. Click the "Create an Account" link in the top left corner of the portal.
2. Enter your name and email address in the fields provided and click the "Submit" button.
3. You will be redirected to a confirmation page where you will need to verify your email address. After verifying your email address, you will be able to login to the portal.
4. To login, click on the "Login" link in the top left corner of the portal and enter your username and password in the fields provided.
How to add a new client
Adding a new client to the Rapid Client Portal is easy. Here are the steps:
1. Open the Rapid Client Portal and click on the "Clients" tab.
2. In the "Clients" tab, select the "New Client" button.
3. In the "New Client" window, enter the following information:
- Name
- Contact Info
- Company Information
4. Click on the "Next" button.
5. In the "Client Details" window, you will need to provide basic information about your company:
- Company Name
- Contact Person
- Email Address
6. Click on the "Next" button. (If you are adding a new client for a company that does not yet exist, you will need to create an account first).
7. In the "Summary" window, review your information and click on the "Finish" button.
How to manage your account
If you are not logged into your Rapid Client Portal account, take a few steps to get started. First, log in by clicking on the Log In link in the top right corner of any page on the portal. Second, if you have not already done so, create an account by clicking on the Create Account link in the top right corner of any page on the portal. Finally, complete the short registration form and click on the Login button to finish. Now that you are logged in, you can manage your account information and settings.
To change your password, click on My Account in the top navigation menu and enter your current password in the Password field. You will be prompted to confirm your new password. To update your contact information or to change your subscription preferences, click on My Profile in the top navigation menu and click on the Edit Profile link under Contact Information.
How to cancel an account
If you decide that you no longer want to be a part of the Rapid Client Portal, there are a few easy steps that you can take to cancel your account.
First, log in to the portal and click on the “My Account” tab at the top of the screen. You will see a list of all of your accounts within the portal.
Next, click on the account that you want to cancel. You will see a list of all of your login information for this account.
Finally, click on the “Cancel My Account” button located below your login information. This will take you back to the main account page within the portal and will automatically cancel your account.
How to update your contact information
If you have registered for their Rapid Client Portal, and have not updated your contact information, now is the time to do so. To update your contact information, visit their website and click on the "Contact Us" tab at the top of the page. Enter your name, email address and phone number in the appropriate fields and click "Update Information."
Additional resources
If you're looking for a more user-friendly way to login to your Rapid Client Portal account, try one of these methods:
1. Use your Rapid Client Portal login credentials from another website or application. Just enter your username and password in the login fields on the Rapid Client Portal home page.
2. Activate your Rapid Client Portal account using social media authentication. Just follow these instructions to add your Facebook or Twitter account to your Rapid Client Portal account. Once you've activated your account, you can use the login credentials that you added to social media to log in to your portal account.
3. Use QR code scanning software to log in to your Rapid Client Portal account. Scan the QR code on the back of this brochure to log in to your portal account.