Help Center
Start your Clientl journey by learning how to customize your booking form, automate your processes, and expand business prospects through Perks.
General
Clientl is an all-in-one provider management platform that provides a collaborative, flexible environment for creating, agreeing and managing contracts.
Juro enables businesses to safely automate routine contract admin tasks, streamline collaboration between legal and business teams, and gain instant visibility into contracts and their data - all without leaving the platform.
Because of this, Juro is the solution of choice for 6000+ scaling businesses like Deliveroo, Trustpilot, Soundcloud, and WeWork. Some of Juro's features include:
🎨 A flexible template editor that enables teams to build automated templates that business teams can use to generate contracts in just a few clicks
✅ Automated approval workflows that enable teams to get to revenue faster by automating routine admin and streamlining collaboration between teams
💬 Browser-based negotiation workflows that allow teams and counterparties to collaborate, comment on, and redline contracts in one workspace
✍️ Mass actions that empower teams to sign and unblock contracts at scale, meaning more time to focus on higher-value tasks
Clientl uses a combination of security measures, including SSL/SSH, firewalls, DDoS protection, and daily backups, to protect your data. Our offshore servers are located in Germany, in accordance with GDPR privacy laws. US authorities do not have access to these servers and have to comply with EU regulations. Finally, we do not sell information to third-parties, ever.
Account Setup
Yes. We offer a trial period of 30 days to try out all Clientl features for free, with no payment details required.
We require you to verify your account using the link we send to your email upon registration. You should receive a verification email from us automatically when you register for an account, however, if you didn't receive it then the following may help;
- Check your email spam, promotions, or other folders to see if it landed somewhere you weren't expecting.
- If you still can't find it, you can re-issue it by selecting the 'Resend verification email' ;oml. This will resend the link to the email you registered the account with.
- If you still aren't receiving the verification email, please contact us at team@clientl.app
Updating your existing details is easy, and can be done through your user settings in your Admin Panel.
If you have changed your working name, or email address since, simply update it with the new details.
Every account has a username, which is used for your embed links. Short usernames are great for creating shorter links.
By default, your username is your first name + last name (e.g. avaclarke). You can change this to any custom username that is not taken (e.g. meetava), by simply updating it in your user settings.
Yes, you can send us an email at team@clientl.app to request your account be permanently closed.
Please note that this is irreversible, and all data (including client bookings and screening data) will be deleted.
Managing Bookings
Yes. We do not store your credit card details on the Clientl platform. Any financial information is stored securely with our global payment processor through AES-256 encryption. Nobody can access this information, including us.
Yes. We do not store your credit card details on the Clientl platform. Any financial information is stored securely with our global payment processor through AES-256 encryption. Nobody can access this information, including us.
We do not store your credit card information on the Clientl platform. Any financial information is stored securely with our payment processor through AES-256 encryption.
Yes. We do not store your credit card details on the Clientl platform. Any financial information is stored securely with our global payment processor through AES-256 encryption. Nobody can access this information, including us.
Date Onboarding
In the traditional business sense, client onboarding is the process of integrating new clients and establishing a strong and productive working relationship. It is a crucial step in the client-business relationship as it sets the tone for future interactions and helps build trust and mutual understanding.
In Clientl, we recognize the importance of this and have created tools to help make initial dates to go as smoothly as possible, especially if the client is not experienced in provider etiquette.
The Welcome Pack email is an all-in-one email that is sent out after your client's booking has been approved, but prior to the date. It typically serves as a refresher on date etiquette, before, during and after the appointment.
You can also use it to add additional information you would like your client to know about, such as gift ideas (always a welcomed gesture), or venue ideas (for dinner dates).
No, sending out a Welcome Pack is entirely at your discretion. If a client has had previous bookings with you, chances are that he's pretty familiar with your process. In this case, there is no need to send a Welcome Pack to him if you so choose.
Using Perks
- Bonus social time
- Bonus time on extended dates
- Limited time packages
- Limited time discounts
- Curated experiences
- Exclusive event invites (e.g. swing clubs with you as +1)
- Memorabilia (signed copies of published magazines, intimate items, etc)
- Virtual Packages (e.g. bonus virtual time leading up to the date)
Below are some of the various ways that you can customize your Perks:
✍️ Title: Often overlooked, a good title can set the tone for your Perk
✔️ Eligibility: You can set the conditions to be eligible for a particular Perk. E.g. booked twice previously, FMTY bookings only, or simply open it to all.
🌎 Location: You can limit your Perks to a particular city or region, or simply open it to internationally.
📅 Expiry Date: You can set expiry dates to create limited time rewards.
You will need to embed your Perks page onto your website, social media profile, or existing ads.
Clients will be able to open your Perks page in a new window, and take note of exclusive rewards if they meet your criteria.
When a client sees a Perk they are eligible for and decides to make a booking, it will be done through your Clientl booking form as per normal.
In your Admin Panel, you will be advised that the client made the booking through your Perks, so you are informed about the effectiveness of your loyalty campaign.
You will need to assess if the client meets the requirements of the Perk (i.e. if you set the condition as "previously booked", then you will need to ascertain that he is a genuine returning customer).
Once the client passes your checks and standard screening, you may approve and onboard him as per normal.
Yes. You have complete control over which clients you approve for dates, and this extends to Perks that they claim as well.
If you determine that a client is not eligible for an advertised Perk (e.g. he misread your conditions, is untruthful, or plain rude), you can choose to ignore his booking request completely, regardless of his eligibility.
Subcription & Cancellation
You can request an account upgrade through your Admin Panel, by clicking on the Upgrade Account button in your user settings.
We vet each request to ensure they are not a spam bot, or someone impersonating as a provider.
Once done, an invoice will be issued to your email address, and your account will be upgraded upon payment (for discretion, our billing will never mention Clientl).
Our billing is in quarterly cycles (every 3 months) and through auto-debit from your credit card information on file.
Yes. We do not store your credit card details on the Clientl platform. Any financial information is stored externally and securely with our global payment processor through AES-256 encryption. Nobody can access this information, including us.
Yes, you can request to cancel your subscription at any time through your Admin Panel. We will send an email to confirm your cancellation.
Upon confirmation, your account data will be securely and permanently deleted. Any credit from remaining months will be refunded to your credit card on file.
Technical Support
Yes, we would love to hear from you! Please feel free to email us at team@clientl.app if you found a bug that we've missed, or have a suggestion for a new feature that might benefit the provider community.
We are always here to help. If you're an existing member, submit a ticket through your Admin Panel, or email us at team@clientl.app. We aim to get back to you as soon as possible, within 24 hours on weekdays and 48 hours over the weekend.