GETTING STARTED

Sign up for Clientrol here

Enter your Name, Email, Password and your username – single word, no spaces.

Important: Choose your username wisely! This will be your login and also the link for you and your clients to access their dashboards. i.e JessDesigns will be app.clientrol.com/jessdesigns

Select a 30-day free trial or a subscription. Click continue and you will see a thank you for registering message.

Now you will need to activate your account, do this by going to your email and clicking the link  to activate. Once activated, you will be able to login with your username and selected password.

The first screen you will see is the Summary screen. This screen contains your login information and link to the Admin Dashboard. There are 3 Tabs: Billing Summary, Profile & Logout.

Profile

You can update your contact information and profile, change your password and add an Avatar.

Note: Your Avatar will only be visible in the dashboard, you can upload your branding logo in Settings.

Select Go to Admin Dashboard to view Clientrol Dashboard

Where is my Client Dashboard?

When you have created a Client and Added a Contact, they will receive an email with the link to their Dashboard. It will be https://app.clientrol.com/yourusername

There is a section on Knowledge Base relating to the Client Dashboard.