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Client Socket

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Last updated 3 years ago

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This page houses the basics for utilizing the Client Socket tool and troubleshooting. For new hires please direct them here, to the learning center, to train on how Client Socket works.

Introduction to Client Socket

Client Socket is an easy-to-use, web-based CRM (Customer Relationship Manager) that can help you and your team keep track of your most important people: your clients. Client Socket was built with simplicity at the forefront of its design and we continue to refine it every day.

In order to ensure data security and privacy, each organization using Client Socket has its own completely separate version of the tool. With that in mind, we have created a home base for users to find which version of the tool they have logins for. This is located at www.clientsocket.com. Select the Login option from the main screen. That will navigate you to this page:

Simply enter your email address associated with Client Socket and click Find your Accounts. It will then display your account pictured below.

Now all you need to do is select the specific site that you need to log in to and it will direct you to the page to enter your password.

If you are not able to log in with the current password you are trying you can reset that password by selecting the Forgot Your Password? option.

Type in your email address and select "Send Password Reset Link".

An email will be sent to you to reset your password. Click the "Reset Password" button in the email and enter the new password.

This password reset link is only valid for 60 min.

Adding a New User

Because user management is an ability that only admin users have, you'll begin by finding the Users the section in the admin navigation.

Once you've navigated to the user section, you'll begin by clicking theCreate Userbutton in the upper right. This will take you to a form with all the fields that relate to a user. From there, you'll enter the user's name and email, as well as set their initial password.

It's a good idea to encourage your new users to change their initial password after logging in for the first time. Security first!

Set up the Users Role, if they Recieve Leads, and if they Work with Clients.

Sometimes it seems as if you are not getting all leads, or you notice an event is happening but you haven't seen a lead for that event. A quick way to check on this is to test the lead form in question.

Fill out the form making sure that it is apparent that it's a test lead, and submit the form.

Example: First name Test, Test@test.com, 555-555-5555, in the comments "This is a Test"

It can take a bit of time for the lead to populate but if it hasn't populated after 20 minutes then the lead is not coming through. It could be one of two things: The website, or Client socket.

If you use ARI for your website provider please go to the next Tab Labeled "ARI Leads"

If you DO NOT use ARI please continue in this tab.

Please send in a ticket to our Help Desk with the following information:

  1. The URL to the form that the lead should be coming from.

  2. The time frame that you submitted the lead.

  3. Please included any troubleshooting that you may have already completed before reaching out.

First sign in to your ARI account at: ARI

Hover your mouse over "Leads" on the left-hand column and then click "Leads" in the expanded menu.

Here you can see if the lead came through the website. If you are not seeing the lead in the list, then you will need to reach out to ARI. You can find their Tech Support information on the ARI Dashboard:

If you are getting the leads in ARI but are not getting the leads in Client Socket please send in a ticket to our Help Desk with the following information:

  1. The URL to the form that the lead should be coming from.

  2. The time frame that you submitted the lead.

  3. Please included any troubleshooting that you may have already completed before reaching out.

If you are getting a 500 Server error when trying to use Client Socket, there could be several different issues leading up to that error. Please send a ticket to the Help Desk with the following information:

  1. Screenshots of the error

  2. The URL

  3. What device are you using? Computer, phone, etc.

  4. What browser are you using? Have you tried more than one browser?

  5. The time that the error occurred.

  6. Please include any troubleshooting you may have already done.