SETUP Q&A

“How do my Clients’ access their Dashboard?”
Your Clients will login to https://app.clientrol.com/username

The username you created when signing up, if your username is johnberry, your Clients will log into their account: https://app.clientrol.com/johnberry

“Are all my Clients Prepaid?”
There are 5 Plans, you can select Prepaid, Ongoing, Recurring, Timed or Unlimited. These options are discussed further within the knowledgebase.

“Is PayPal the only payment processor?”
Right now, Yes it’s only PayPal. We are introducing Stripe, please visit our Feature Request Forum for more information.

“What should I setup first?”

  • Profile
  • Logo, Contact Information
  • Default Request Form
  • PayPal
  • Client A & Contact

Check out our Getting Started Video >