I would like to have one dedicated URL that I can send to any new board into the client portal without me creating the profile for them. We use an independent billing software and we have to create the profile and send client portal credentials separately. I would rather have a one dedicated url that I include in my signup email and have them board into the portal themselves
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Ayman Elchurafa
Hi Keenan
- When customers sign up for credit repair service, an initial email is sent out to the email address they provide. The initial email we send can be edited on our end to include any text/link etc.. If we are able to add a dedicated link that directs the client to create their account on crc secure client access directly without the need for us to create their profile manually, that would be great.
- It doesn't integrate. The option I am proposing would simply link directly to a "create client account" page on crc
- No security authentication needed. We simply would include the link in our initial emails we send out to our clients when they sign up. This would cut out an extra step from our boarding steps
Dummy URL example would be:
Www.secureclientaccess.com/createprofile >> takes client to crc page to create their profile and board with all the needed info.
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Keenan Jones
Ayman Elchurafa: Thank you for the feedback!
I do have one additional question. I'm curious to know if there's anything preventing you from using our billing system. Our new self-service signup page is intended to solve the problem that you're describing (where it could take a client from sign up to onboarded in the portal, at one dedicated URL)
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Keenan Jones
Great to hear your perspective, Ayman Elchurafa! I have a few more questions for you:
- What specific information should be collected from clients when they use the dedicated URL to onboard themselves?
- How does the independent billing software currently integrate with your client onboarding process, if at all?
- Are there any security or authentication requirements that need to be considered for the self-onboarding URL?