Managing your client documents and dashboard has never been easier with the revamped features from Gold Star Pro. Designed to make workflows more efficient and navigation smoother, the update includes a new dashboard design, enhanced contract management tools, and several upgrades for mobile users. Let’s break down these exciting new features!

New Features Overview

1. Enhanced Contract & Document Signing

• Send Contracts/Documents: Directly send contracts or documents to your clients for signing through the Gold Star Pro portal.

• Dashboard Access: Clients can conveniently view contracts and documents right from their personal dashboard, making the process easy and centralized.

• Digital Signature: Eliminate the need for paper contracts. Clients can sign documents directly within the portal for a seamless, paperless experience.

• Downloadable Copies: Once documents are signed, they’re ready for download with a single click, ensuring you always have the finalized versions on hand.

2. Dashboard Revamp

• Personalized Welcome Section: Clients are greeted with their profile picture and name displayed at the top, creating a welcoming and customized experience.

• Quick Actions: Access essential tools like courses, invoices, messages, and community groups directly from the dashboard.

• App Switcher for Mobile: Switch smoothly between child apps on mobile with the new app switcher located on the top bar.

• New Mobile Top Bar: Navigate effortlessly on mobile with an optimized, user-friendly top bar designed to fit smaller screens.

Step-by-Step Guide to Using the New Features

1. Sending a Contract for Signature

1. Log into Gold Star Pro and navigate to the Contracts section.

2. Select the client or contact you’d like to send a document to.

3. Upload the required document or select a pre-existing template.

4. Hit Send for Signature to allow your contact to view and sign the document right from their dashboard.

2. Viewing Signed Documents on the Dashboard

• For Clients: Once logged in, clients can navigate to their Dashboard to view any contracts awaiting signature, already signed documents, or other relevant files.

• For Your Team: Easily keep track of all document statuses and manage client contracts with an organized, central dashboard view.

3. Downloading Final Signed Documents

• Navigate to the Contracts section or the client’s profile.

• Locate the completed document and select Download to obtain the finalized copy in just one click.

Maximizing the Updated Dashboard

The dashboard revamp is designed to improve accessibility to tools, resources, and client documents. Here are a few key areas to explore:

• Welcome Section: Located at the top, this section provides a quick overview and personalized welcome for users, helping them navigate efficiently.

• Quick Actions Toolbar: With just one click, access courses, invoices, messages, and community groups—ideal for quick updates or interactions.

• Mobile App Switcher: For those managing multiple accounts, the mobile app switcher on the top bar provides easy toggling between accounts without needing to exit to the main menu.

• Optimized Mobile Top Bar: This redesigned top bar on mobile provides an intuitive experience, with all essential functions easily accessible for a streamlined, mobile-friendly interface.

Final Thoughts

With Gold Star Pro’s updated client portal, managing documents, signatures, and client information is faster and more intuitive, allowing you to focus on what matters most. Explore these new tools today to enhance your workflow and client experience!