Screenshots of the Client Portal
Please see the attached .jpg files. The first image is the initial view after the client logs in (please note, your clients use the same url your company employee's use). The second image is the 'take payment' page. Please note these screen grabs are off an inactive demo site and the actual view might differ slightly for your clients.
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Portal User Instructions
For Aguardion Users: Setting Up a Participant to Access the Portal Search for the participant under the Clients tab. Open their account using the 'Edit' button. On the right side of the screen, under 'Send SMS notifications', check the box for 'Allow ...
How do I change a clients location?
Client location is set during the creation of the client itself and doesn't impact the monitoring event process- Agencies are not limited by location settings. Note that users might have location-based permissions setup. Client location can be ...
How do I delete duplicate clients?
Best practice is to always check for a duplicate before creating a new client. Aguardion has tried numerous data validation schemes to automate this over the years and none of them have worked well because of the number of aliases, nicknames, etc ...
How do I determine a client's current amount due?
The balance on file is the place to look (or the ‘Payment/Accounting dashboard, which summarizes this data). Do you want people to always be a week ahead? Two weeks? The balance on file section shows the total’s needed to add that amount of ‘time’ to ...
How do you determine a client’s payment due date?
This is a process change- don't think of them having a due date; they have a date they will become delinquent. Put another way, they have a number of days until they will be delinquent. When a client calls in and asks the ‘due date’, some example ...