Gold Star Pro's client portal has recently been updated with exciting new features, offering more flexibility and personalization for client communications. These enhancements are designed to help businesses manage client engagement effectively, providing a centralized platform for notifications, documents, and updates. Let's dive into each new feature and learn how to make the most of them.

Key Client Portal Enhancements

1. Fully Customizable Email Notifications

You can now fully tailor the content and structure of every email notification sent through the client portal, ensuring it aligns with your brand and messaging style.

• Customizable Content: Define specific text, images, and other details within your email notifications.

• Templates: Use an existing template or create a new one for consistent and professional communications.

• Email Builder: The email builder interface allows for drag-and-drop functionality, making it easy to customize fields like client names, document status, and certificates.

How to Customize Email Notifications:

• Go to the email settings section in the client portal.

• Select the specific type of notification to edit.

• Use the email builder to update text, images, and other elements to fit your needs.

• Save or choose an existing template for quick, repeatable results.

2. Community Engagement Options (Coming Soon)

Gold Star Pro’s client portal has introduced two helpful features for community-based engagements, especially useful for clients with group learning or event-based needs:

• New Calendar Event Notification: Send email alerts when a new calendar event is created, helping clients stay on top of important schedules.

• Group Learning Alert: Notifies clients when a new learning opportunity becomes available in a group they’ve joined, making it easy to engage them in timely educational events.

3. Dark Mode (Coming Soon)

For clients who prefer a darker interface, dark mode is set to be introduced soon. This feature will offer a more visually comfortable experience for users accessing the client portal in low-light environments.

Preparing for Dark Mode:

• Keep an eye out for the upcoming update, which will make dark mode available in the portal settings.

• Inform clients about this upcoming option for a better user experience in varied lighting conditions.

Conclusion

With these latest updates, Gold Star Pro’s client portal is now more customizable, engaging, and user-friendly. These enhancements provide a comprehensive toolkit for improving client communication, boosting engagement in learning and community groups, and optimizing the client experience. Utilize these new features to create a client portal that reflects your brand, engages your audience, and supports their journey with your business.

Stay tuned for future updates to keep your client portal experience ahead of the curve!