Welcome to our Support Portal

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F A Q

• How to sign up for an account? Answer: Click on “Get Started” on the homepage and fill out the required details to sign up for an account. • How to reset your password? Answer: Go to the homepage, and click on “login”. Input your email and then click on the “forgot password” option on the password page. Input your email address again and click on the “send reset password link” button. • How to upgrade your account? Answer: Visit your dashboard then go to settings, from your settings you c...

Upgrading Your Account

Here is a guide on how to upgrade your account: 1. Visit your dashboard. 2. Click on the “Settings” icon under the “Notifications” icon. 3. You will see an overview, your payment details, and your billing address. 4. Under the overview, you will be presented with 3 subscription options: Personal, Professional, and Prime. 5. You will be able to view your current plan and other plans available. In addition, you will be able to manage your next payment. Also, you will be able to view your pa...

People Circle

To add a mentor or accountability partner, follow the steps below: 1. Visit your dashboard and click on the “Circles” icon. 2. Click on “My Mentors”. 3. Fill out the details required. Alternatively, you can visit your dashboard and click on the “Invite Members” button in the top right corner. Please fill out the form provided with your mentors or accountability partners First Name, Last Name, Relationship Type, Email Address, and then a Short Message to accompany your invite. Please n...

Add Your Key Clients

To add your key clients, follow the steps below: 1. Visit your dashboard and click on the ‘Circles” icon. 2. Click on “My Clients”. 3. Click on “Add New Client” in the top right corner. 4. Add the following information. Client Details Company/Organization: Add the company/organization’s name. Phone: Add the company/organization’s phone number. Email Address: Add the company/organization’s email address. Website: Add the company/organization’s website. Circle Icon/Avatar: Add an ...

Send Messages

To send a message, visit your dashboard. Click on the “Message” icon under the “Stacked Files” icon. 1. Access your inbox dashboard. 2. Click on “send message”. 3. Fill out the required details. 4. Click “Submit” to submit your entry or “Cancel” to cancel your entry.

Add Projects and Tasks

To add projects and tasks, please follow the steps below: 1. Visit your dashboard. 2. Click on “Add Project” in the top corner or click the “Stacked Files” icon under the “Circles” icon. Choose either Projects or Tasks, depending on the one you want to add. 3. To add a Project, please follow the following steps: Fill out the form with the required details to add a new project: Project Name: Give your project a name that describes it. Assign To Circle: Click on the arrow sign in the box...

Create Your First Circle

Please follow these steps to create your first Circle: 1. Go to your dashboard. 2. Click on the icon under the dashboard icon and you will be presented with a list of options: My Circles, My Mentors, My Clients. 3. Click on “My Circles” and you will see a new dashboard. 4. Click on “Add A New Circle”. 5. Fill in the required details on the form that appears: Circle Name: The name of the individual Circle Description: A text describing the individual in relation to your Circle ...

Meet Your Brand New Dashboard

Your dashboard gives you an overview of your • Circles: Under the Circles, you find: My Circle: Helps you add the different relationships important to you. My Mentors: Helps you add your mentors. My Clients: Helps you add your different clients. • Work: Under the Works, you find: Projects: Add and view existing projects with details. Tasks: Add and view existing tasks. • Messaging: Shows your inbox. • Notifications: Shows your notifications preferences. • Settings: Gives an ove...

Onboarding Process

• The user fills out the onboarding form after a successful signup or login activity. • Input other details: Your Title and Suffix. You can also confirm your signup details. • Input your phone number for text messages or two-factor authentication verification. You can also choose to skip this process and move to the next step. • Set up your Profile by uploading your picture and providing a short bio of up to 100 words. Click on “Next” when done. • Include your social media links. Pl...

Get Started

Here is an overview of the user journey on Platform Circle: New User Step 1: Visit www.platformcircle.com. Step 2: Click “Get started”. Step 3: Fill in your details to sign up. Returning User Step 1: Visit www.platformcircle.com. Step 2: Click “Login”. Step 3: Input your email address and click “Continue”. Step 4: Input your password and click “Login”.

Introduction to Platform Circle & Key Features

Platform Circle solves the problem of not having a platform to organize and manage the key relationships in your life while also increasing your productivity and personal development. It empowers you to optimize key relationships in your life with powerful tools for collaboration, accountability, and personal development. It makes relationship optimization easy by giving you an all-in-one platform to stay in touch with people in your circle while also helping you to grow. Key Features of Platfo...