Customers have more choices than ever before, and competition among brands is fierce. To stand out, companies need to provide an excellent customer experience in addition to a great product or service.
A Client Portal is an effective way to create this experience. It’s essentially a login area on your company’s site that leads to a secure digital storage and file-sharing Workspace. Within this Workspace, you upload the information you want your clients to be able to access.
There are many ways Client Portals can benefit your customers and your team. The more comfortable you make it for clients to self-service, the happier they’ll be, and the less time your employees will spend on tasks such as looking up invoices or explaining FAQs. It also ensures any files shared between your company and your clients are secure.
A few commons ways companies use Client Portals:
- Allowing customers to track orders and invoices
- Providing a secure area for clients to upload or download files
- Enabling easier client collaboration through tasks, messaging, and document sharing
- Allowing customers to submit help tickets for technical assistance
- Creating a knowledge base of company policies, frequently asked questions, and support articles
No matter how your business uses the Client Portal, it’s important to customize its design to reflect your company’s branding.
Why you need a custom-branded Client Portal
Humans are often irrational when it comes to consumer behavior. Luckily for businesses, we’re also easily influenced by branding and design strategies. With a little marketing psychology and easy-to-use customization tools, you can create a Client Portal that’s inviting, fosters trust, and meets your customers’ needs.
Software for Client Portals is often provided through a third-party service such as Onehub. By default, Portals usually reflect the branding of the third-party provider. This means that when your customer logs into the Portal, they’ll see the logo and colors of the provider rather than those of your business. While the Portal will still function exactly as you want it to, branding plays a huge role in creating a quality user experience for your clients.
Customers want to expend as little time and energy on a problem as possible. If they log in and see the branding of the Portal doesn’t match your company’s website, their first thought could be, “This is confusing. I quit.”
This is an easy fix now that most providers offer customization for their Portals. Your company can use these features to create a website-to-portal experience that’s seamlessly branded and promotes your company’s professionalism and trustworthiness.
Customization Options for Your Onehub Client Portal
Onehub provides flexible customization options so you can create the perfect Client Portal for your business.
Logo and brand colors
The fastest and most effective change you can make to your Client Portal is to upload your company’s logo and brand colors. This customization will show on sign-in pages and your email communications to create a familiar and cohesive brand experience for your users.
To take the seamless branding to the next level, you can customize the domain for your Portal. Your client will log in from the customer or client login button on your website. After entering their credentials on the Portal login page, they’ll have access to the Workspace. In the address bar, they’ll see your company’s custom domain. As with branding, having a custom domain provides clients with a level of familiarity and promotes trust in the professionalism of your company.
You can also set up an email relay to create a custom email alias that aligns with your business. All messages and notifications from the Portal to the client will show your chosen email alias.
For example, your client will receive an email notification when a task is assigned to them. With a custom-branded email, the from address will be “firstname.lastname@example.org” rather than “email@example.com.”
It’s an easy feature to add and provides a more personalized experience from your company rather than a third party.
The white label option removes all Onehub branding, so the Portal will appear to come directly from your company. This is a great customization feature that centers your business as the star of the show with no third-party branding to distract or confuse users.
Workspace themes and personalization
Just as you can customize your Client Portal, you can also add your logo and brand colors to Workspaces. Your client will log in through the brand Portal, and then have access to the branded Workspace. You can choose to create a Workspace theme that reflects your company’s branding, or you can brand it with your client’s logo and colors.
If your business works with multiple clients, you can create a Workspace for each client. You’ll be able to see all Workspaces from your dashboard, but your client will only have access to their designated Workspace. You can personalize your dashboard by favoriting the Workspaces you use most so they appear at the top of the page for easy access.
You have complete control over each Workspace’s theme and can make them identical or customize them individually. You can also add or remove the pages that are visible to your clients within each Workspace.
Additional resources for Onehub’s custom Client Portal features
By taking advantage of the personalized features Onehub offers, you can create Client Portals and Workspaces that present your company in a professional light while ensuring your clients have a pleasant user experience.
If you’re not yet a Onehub customer, you can test-drive our user-friendly Client Portals for free!