Customer · tip sheet

Tip sheet

Quick wins from experienced customers. Hit Print to take this as a one-pager to your desk.

General

Customer tip sheet

How to use a Looper-powered surface.

Why use this

Bookmark this tip sheet so you get the most out of the public surfaces your tenant shared with you.

Benefits:

  • Save magic links in a password manager so portal access is one click.
  • Bookmark the client portal once and skip the email round-trip.
  • Verify credentials publicly so others can trust your awards.

Keyboard shortcuts

  • Most surfaces use standard browser shortcuts only.

Bulk actions

  • N/A.

Power moves

  • Save magic links in a password manager.
  • Bookmark the client portal once you have signed in once.

Mobile tips

  • Every public surface is mobile-first.

Integrations

  • Apple Pay and Google Pay at checkout where supported.

What most new customers miss

  • Credentials have a public verification URL anyone can use to confirm authenticity.
  • The portal collects every artifact in one place.