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. <\/p>\n\n\n\n
A Client Portal<\/a> is an effective way to create this experience. It\u2019s essentially a login area on your company\u2019s 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.<\/p>\n\n\n\n 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\u2019ll 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.<\/p>\n\n\n\n A few commons ways companies use Client Portals:<\/strong><\/p>\n\n\n\n No matter how your business uses the Client Portal, it\u2019s important to customize its design to reflect your company\u2019s branding.<\/p>\n\n\n\n Humans are often irrational when it comes to consumer behavior<\/a>. Luckily for businesses, we\u2019re 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\u2019s inviting, fosters trust, and meets your customers\u2019 needs.<\/p>\n\n\n\n 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\u2019ll 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.<\/p>\n\n\n\n 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\u2019t match your company\u2019s website, their first thought could be, \u201cThis is confusing. I quit.\u201d <\/p>\n\n\n\n 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\u2019s seamlessly branded and promotes your company\u2019s professionalism and trustworthiness.<\/p>\n\n\n\n Onehub provides flexible customization<\/a> options so you can create the perfect Client Portal for your business. <\/p>\n\n\n\n The fastest and most effective change you can make to your Client Portal is to upload your company\u2019s 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.<\/p>\n\n\n\n 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\u2019ll have access to the Workspace. In the address bar, they\u2019ll see your company\u2019s 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. <\/p>\n\n\n\n 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. <\/p>\n\n\n\n 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 \u201chello@examplebusiness.com<\/a>\u201d rather than \u201cworkspace-123@reply.onehub.com<\/a>.\u201d <\/p>\n\n\n\n It\u2019s an easy feature to add and provides a more personalized experience from your company rather than a third party. <\/p>\n\n\n\n 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.<\/p>\n\n\n\n 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\u2019s branding, or you can brand it with your client\u2019s logo and colors.<\/p>\n\n\n\n If your business works with multiple clients, you can create a Workspace for each client. You\u2019ll 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. <\/p>\n\n\n\n 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. <\/p>\n\n\n\n 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. <\/p>\n\n\n\n For step-by-step details and a visual walkthrough of all the Client Portal and Workspace customization features Onehub offers, check out our Client Portal demo video<\/a> and helpful support article<\/a>.<\/p>\n\n\n\nWhy you need a custom-branded Client Portal<\/h2>\n\n\n\n
Customization Options for Your Onehub Client Portal <\/h2>\n\n\n\n
Logo and brand colors<\/h3>\n\n\n\n
Custom domain<\/h3>\n\n\n\n
Custom email<\/h3>\n\n\n\n
White label<\/h3>\n\n\n\n
Workspace themes and personalization<\/h3>\n\n\n\n
Additional resources for Onehub\u2019s custom Client Portal features<\/h2>\n\n\n\n