Managing Clients

As an affiliate partner, your clients are businesses that use NaviPOS. Here's how to manage them through your portal.

Adding a New Client

From your dashboard, click Clients → Add Client
Fill in client details:
- Business name and contact person
- Phone number (M-Pesa registered)
- Email address
- Physical address and county
- Drop a GPS pin on the map (or enter address for auto-geocoding)
A client portal account is created automatically
The client receives login credentials via SMS and email

Client Statuses

| Status | Meaning | |--------|---------| | 🟢 Active | Has a valid, non-expired license | | 🔵 Trial | On a 30-day free trial | | 🟡 Expiring | License expires within 7 days | | 🔴 Expired | License has lapsed — system access restricted | | ⚫ Suspended | Admin has suspended the client |

Client Profile

Each client's profile page shows:

Business Information — Name, address, contact details
License Details — Current license type, status, expiry date
Payment History — All past payments and renewals
Support Tickets — Any open or resolved tickets
Map Location — GPS pin showing the business location
Activity Log — Recent actions and events

Sending Notifications

From a client's profile, click Notify Client to send a custom message via email and SMS simultaneously. Useful for:

Renewal reminders
New feature announcements
Scheduled maintenance notices
Training session invitations

Exporting Client Data

Go to Clients → Export to download your full client list as an Excel file. The export includes business name, contact details, license status, expiry date, and county.

Partner Notes

Each client has a Notes section visible only to you (not to the client or admin). Use this to:

Log visit outcomes and call notes
Set follow-up reminders
Track installation details
Record special configurations

Next: Learn about Licenses & Renewals or Source Code Downloads.