How to Obtain Instructions for Using the Client Portal
Obtaining Instructions for Using the Client Portal
This article provides comprehensive guidance on how to access and distribute instructions for using the client portal effectively.
If you wish to provide your clients with clear, step-by-step notes or guidance on how to make the most of the client portal, you have several options available:
- **Share Recommended Articles:** We’ve curated a selection of helpful articles designed to guide clients through every aspect of the portal. These resources cover essential features, common workflows, and best practices specific to healthcare, community care, hospitality, education, and manufacturing staffing needs. You can share these articles directly with clients to support their onboarding and day-to-day use of the portal.
Client Portal 2.0 Instructions for User
- Client Portal 2.0
- What are the highlighting features of the Bookings?
- Transition Guide to Client Portal 2.0
- How to Edit Booking?
- How to Add New Bookings?
- How to set Notifications Settings?
- What are the Bookings in Mobile View?
- What are various Shift Status and their Actions Buttons?
- How to set Booking Filters?
- How to set Screen Filter in the Staff Preferences?
- How to Cancel Single/Multiple Requests?
- What are the Staff Preferences in Mobile View?
- How to login to the Client Portal 2.0?
- How to Edit Single/Multiple Requests?
- What are the Checks in the Bookings?
- How to Export Booking Details?
- Professional Portal: Approve and Dispute Timesheets
- What is Financial Reporting in the Client Portal 2.0?
- How to Add New Request(s)?
- How to View Booking Details?
- What are Bookings in the Client Portal 2.0?
- What are the Highlighting Features of the Staff Preferences?
- **Customise Existing Content:** If your agency or your clients require tailored information, you can copy the relevant instructions from our articles and paste them into a Word document. This allows you to adjust content so it matches your organisation’s workflow, branding, and client communication style. Add screenshots, highlight key processes unique to your setup, and include customised tips to provide the most relevant information for your audience.
- **Request Personalised Instructions:** For a more hands-off approach or if you need documentation that is fully branded and specific to your organisation’s needs, you can request a personalised set of instructions. Our team at Entire OnHire/Xeople can create branded, client-specific instruction guides upon request. If you’re interested in this service, simply reach out to us for a quote, and we’ll collaborate to develop clear, engaging, and compliant documentation tailored to your clients.
By utilising these options, you ensure your clients receive the practical support and clarity they need to get the best experience with the client portal. If you have any special requirements or wish to discuss large-scale implementation or training, our support team is available to assist with your unique needs.