Now that you have launched your Web Portal, it is time to get your clients and staff confidently using it.
Getting your staff and clients involved is only a matter of education and promotion of your Web Portal. Consider implementing these tips to increase the take up of your Web Portal:
Introduce the Web Portal
If you want clients to adopt your Web Portal, firstly they need to know it exists. Make it clear to clients what it is and how they can use it. One way to do this is to send out an email to introduce the Web Portal to your clients; you could include a section in your monthly newsletter or create a new email to generate awareness.
Be sure to clearly outline the benefits of using the Web Portal for your clients, i.e., SMS reminders with appointment booking, alternate payment options, online Client Intake Forms to eliminate early arrivals and so forth. You may want to include a quick how-to guide or you can share a link to our Zaliet blog to provide more details.
Another easy way to spread the message is to add a voice-over recording explaining the Web Portal as part of your office’s on hold message. Additionally, alerting your clients face-to-face, creating an A4 sign to display in your reception and training your reception staff to direct clients to your Web Portal can help increase adoption.
Let clients know where they can find it
Once clients are aware of your Web Portal, they need to understand where they can find it. If you add the Service Portal buttons to your email signature, add a quick note at the end of your email explaining how to interact with the buttons and explain how they direct to your Service Portal.
Your email signature is a simple yet effective tool to promote your Web Portal. Adding the Web Portal buttons to your email signature is a quick way to refer your clients to your Web Portal with little effort involved. Find out how to add these buttons to your email signature here.
Using direct links to your Web Portal is also useful. For example, you could create a social media post announcing your Web Portal with a direct link included or create a post highlighting where the Web Portal can be found on your website, etc.
Encourage clients to pay online
Most firms lose payment opportunities by only accepting cash, cheque and EFT. You could be missing out on the opportunity to get paid today simply because your client prefers to pay bills via credit card. Clients also want the option to pay you at anytime online, especially when receiving an invoice after office hours.
Encourage your clients to pay their bills through the Web Portal – this way they can pay their bills 24/7 and choose from a range of payment options.
Use your Web Portal on a tablet
Do you own a tablet? Looking for an alternative to an EFTPOS machine? One way to make the most of your Web Portal while educating clients is using your Web Portal on a tablet for payments when you are on the go, i.e., client visits. This way clients can see how easy the Web Portal is to use, encouraging them to use it in future communication with your firm.
Once your clients are familiar with the Web Portal, be sure to asking for feedback to ensure your clients have a seamless experience and continue to using your Web Portal.