Your checklists (
0
)
AI Checklist Generator
From the makers of
Manifestly Checklists
Sign in
Email address
Email me a magic link
Home
> A client portal to track subscription
A client portal to track subscription
Initial Setup
Set up a secure login system for clients to access the portal
Create a user-friendly interface for easy navigation
Determine the necessary subscription tracking features to include
User Registration
Design a registration form for new clients to create an account
Implement a verification process to ensure the authenticity of user information
Allow clients to link their existing subscriptions to their account
Subscription Management
Provide a list of available subscription options for clients to choose from
Enable clients to view details of their current subscriptions
Allow clients to upgrade, downgrade, or cancel their subscriptions as needed
Billing and Payment
Integrate a secure payment gateway for clients to make subscription payments
Implement automatic billing and recurring payment options
Provide clients with a history of past payments and invoices
Usage and Analytics
Include a dashboard displaying subscription usage statistics and analytics
Enable clients to monitor their subscription usage in real-time
Generate reports on subscription usage and trends for clients to review
Support and Communication
Integrate a messaging system for clients to communicate with support staff
Provide a knowledge base or FAQ section to address common client inquiries
Implement a ticketing system to track and resolve client issues
Security and Privacy
Ensure the portal is hosted on a secure server with proper encryption
Implement user authentication measures such as two-factor authentication
Comply with data protection regulations and maintain client privacy
Updates and Enhancements
Regularly update the portal with new features and bug fixes
Gather client feedback to identify areas for improvement
Continuously enhance the user experience based on client needs and preferences
Download CSV
Download JSON
Download Markdown
Use in Manifestly