1. Getting Started Overview

Welcome to Clientrol Getting Started!

Log into your account here >

https://app.clientrol.com

Your username and password will be emailed to you when registering. If you don’t remember, please select the forgotten username/password link.

After Logging in, you will view your Account Summary Dashboard.

The Account Summary will show the following:

What is a Super Administrator?

The person who creates a subscription is the Super Administrator

This person is responsible for all aspects of Clientrol including: adding clients, adding additional admins, managers and setting rates.

What is My Request Email?

This is your email address for your clients to submit requests to you via email. More Information.

What are My Receipts?

Here you can view and download your receipts for any payments received.

How do I access my Dashboard?

From the Account Summary page, please select the Go to Admin Dashboard link to bring you to the Admin Dashboard.

Question: “How do my clients access their dashboard?"

The link to the client dashboard will be: https://app.clientrol.com/yourusername