Inviting Customers to VerifiMe

Understanding Customer Invitations

What is the Customer Portal?

The Customer Portal is where your customers complete their identity verification process. When you invite customers, you're providing them with access to this secure portal where they can:

Upload their identification documents
Complete identity verification steps
Submit required information
Track their verification status

Your Unique Invite Link

Each client organization has a unique URL that links directly to your account in the VerifiMe system. When customers use your link or QR code, their verification is automatically associated with your organization, ensuring their information flows directly to you.

Accessing Your Invite Tools

Step 1: Log into the Management Portal

Navigate to the VerifiMe Management Portal: https://client-portal.verifime.com
Enter your login credentials
Click Sign In

Step 2: Access the Invite Function

Once logged in, locate the Invite New Customers button in the top right of the home screen
Click Invite New Customers

Step 3: Choose Your Invite Method

You'll be presented with two options for inviting customers:

Option 1: Copy Link

Click Copy Link to copy your unique Customer Portal URL to your clipboard
This link is permanently tied to your Client Account
You can use this link in email communications, on your website, or in any digital format

Option 2: Download QR Code

Click Download QR code as image to save a QR code to your device
When scanned with a smartphone or tablet, the QR code directs customers to your Customer Portal
The QR code can be inserted into physical collateral, printed materials, or displayed on your website

Use the link for: Emails, website buttons, digital communications, customer management systems

Use the QR code for: Printed forms, office signage, brochures, face-to-face interactions, mobile-friendly materials

Using the Invite Link

Email Communications

Your invite link is ideal for sending to customers via email. Here's how to use it effectively:

Step 1: Copy the Link

Click Copy Link in the Management Portal
The unique URL is now copied to your clipboard

Step 2: Compose Your Email

Create a clear, professional email that:

Explains why the customer needs to complete verification
Provides simple instructions
Includes your unique invite link
Sets expectations for completion time

Sample Email Template

Subject: Action Required: Complete Your Identity Verification for [Your Company Name]

Dear [Customer Name],

To complete your onboarding with [Your Company Name], we need you to verify your identity. This is a quick and secure process that typically takes less than 5 minutes.

What you'll need:

A government-issued photo ID (passport or driver's license)
A Medicare card may also be required depending on your verification requirements
A smartphone or computer with a camera
5 minutes of your time

To get started, simply click the link below:

[Paste your unique VerifiMe invite link here]

This link will take you to our secure identity verification portal. Follow the on-screen instructions to complete the process.

If you have any questions or experience any difficulties, please don't hesitate to contact us at [your contact email] or [your phone number].

Thank you for your cooperation.

Best regards, [Your Name] [Your Company Name]

Website Integration

You can also embed your invite link on your website to allow customers to self-serve their verification:

As a Button:

Create a prominent "Complete Verification" or "Verify Your Identity" button
Link the button to your unique VerifiMe URL
Place it in your customer onboarding flow or client portal

As a Text Link:

Include the link in your onboarding instructions
Add it to your FAQ or help section
Reference it in customer account dashboards

Note: Your unique link never changes, so you can integrate it once and it will continue to work indefinitely.

Using the QR Code

Downloading the QR Code

Click Download QR code as image in the Management Portal
The QR code will download to your device as an image file
Save it in a location where you can easily access it for various uses

QR Code Use Cases

Printed Materials

Client Onboarding Packs:

Include the QR code in welcome letters or onboarding documentation
Customers can scan and complete verification immediately

Office Signage:

Display the QR code in your reception area or meeting rooms
Allows customers to complete verification while on-site

Brochures and Forms:

Add the QR code to application forms or information brochures
Provides an easy verification pathway for prospective customers

Digital Display

Website:

Display the QR code on your website for mobile users
Mobile visitors can scan directly from their device's camera app

Email Signatures:

Include a small QR code in email signatures
Provides an alternative to clicking links for mobile users

Customer Portals:

Display the QR code in your client dashboard or account area
Offers a quick mobile-friendly verification option

QR Code Best Practices

Size and Placement

Ensure the QR code is large enough to scan easily (minimum 2cm x 2cm for print)
Leave white space around the code to prevent scanning interference
Test the QR code after printing to ensure it scans correctly

Instructions

Include brief instructions: "Scan this QR code to verify your identity"
Consider adding an icon indicating smartphone scanning
Provide the text link as a backup option

Quality

Use high-resolution images for professional appearance
Ensure good contrast between the QR code and background
Avoid placing the QR code on textured or patterned surfaces

Managing Customer Invitations

Tracking Invited Customers

Once customers access your invite link or scan your QR code and begin verification:

Their verification progress appears in your Management Portal dashboard
You'll receive email notifications when verifications are complete (if configured)
You can monitor the status of all customer verifications in real-time

Multiple Users Sending Invites

If multiple team members need to invite customers:

All team members with Management Portal access can use the same invite link and QR code
There's no need for individual invite links per team member
The unique link is tied to your organization, not individual users

This simplifies your process and ensures consistency across your team.

Common Questions

How long is the invite link valid?

Your unique invite link and QR code never expire. You can use them indefinitely without needing to generate new ones.

Can I customize the invite link?

The invite link is automatically generated and tied to your Client Account. It cannot be customized, but it remains consistent for all your customer invitations.

What happens after a customer clicks the link?

When a customer clicks your invite link or scans your QR code:

They're directed to the VerifiMe Customer Portal
They see your organization's name and branding
They're guided through the identity verification process
Their verification is automatically linked to your Client Account
You receive notifications when they complete the process (if configured)

What if a customer loses the link?

You can simply send the link again - it's always the same URL. Customers can also return to a partially completed verification using the same link.

Best Practices for Customer Invitations

Clear Communication

Explain why verification is required
Set clear expectations for completion time
Provide support contact information

Timely Invitations

Send invitations at the appropriate stage of your customer relationship
Follow up if customers haven't completed verification within your expected timeframe

Multiple Channels

Offer both email link and QR code options where possible
Accommodate customer preferences for digital or physical materials
Ensure mobile-friendly options for on-the-go customers

Support Readiness

Brief your team on the verification process
Prepare answers to common customer questions
Have technical support contact information readily available

Troubleshooting

Customer Can't Access the Link

Possible Issues:

Link was not copied correctly - resend from the Management Portal
Customer's email client is blocking the link - try SMS or alternative delivery method
Customer's firewall is blocking access - provide IT team with VerifiMe domain information

Solution: Contact VerifiMe support if access issues persist

QR Code Won't Scan