WELCOME
Getting Started with Client Portal
Welcome to your new client portal. This dashboard is your central hub for managing digital services, viewing invoices, and contacting our team.
Create Account
Register with your email to access your secure dashboard.
Instant Activation
Most services activate instantly after payment. No waiting required.
Dedicated Support
Access support tickets or chat directly from your "My Account" area.
Billing & Payments
Accepted Methods
We accept secure credit/debit card payments via Stripe. Orders are activated as soon as payment is confirmed.
Secure Transactions
Your security is our priority. We use 256-bit SSL encryption for all transactions. We do not store your full credit card numbers on our servers.
Subscription Management
Recurring services renew automatically to ensure no service interruption. You can cancel a subscription at any time from your dashboard to stop future billing.
Refund Policy
If a service fails to deploy due to a technical error, you will be automatically refunded. For other inquiries, please contact support within 24 hours of purchase.
SUPPORT
How Can We Help?
Our team is dedicated to your success. If you run into any issues or have questions about our services, here is how to reach us.
Email Support
Send us a detailed message and we'll get back to you as soon as possible.
xklass2005@gmail.comService Guides
Detailed instructions for every tool we offer are listed below on this page.
Browse Guides ↓Client Portal AI Receptionist
Your 24/7 AI receptionist answers customer questions on your website, captures leads, books appointments into your calendar (Chat + Booking plan) and answers your business phone (Chat + Booking + Phone plan). Open it any time at myesimstore.eezycheezy.com/receptionist.
In This Guide
Open Your Dashboard
From your client portal, click AI Receptionist in the apps menu or the Access button on your services page, or go to myesimstore.eezycheezy.com/receptionist. The setup checklist on the Dashboard walks you through everything.
Train It on Your Business
Open Knowledge, paste your website address and click Train. It reads your homepage and up to 19 important pages (services, prices, FAQ, contact) in about a minute. Retrain any time your site changes.
Add Business Facts
Anything that is not on your website, or that it gets wrong, goes in Business Facts: holiday hours, specials, parking, policies. Facts always win over website text and are kept when you retrain.
Set Its Personality
In Knowledge, write short instructions (for example: be warm and brief, always mention our free consultation) and the four starter questions shown in the chat.
Customize the Look
In Appearance, set your business name, the receptionist name, welcome message, brand color, button position, an optional bubble next to the button and a photo or logo. The preview updates as you type.
Test It
Open Test and ask the questions your customers ask. This is exactly what visitors see. Test chats appear in your Inbox.
Add It to Your Website
Open Install and copy the one-line code into your site footer: WordPress (WPCode plugin), Wix (Custom Code), Squarespace (Code Injection), Shopify (theme.liquid) and others. Step-by-step guides are on the Install page.
No Website? Share Your Chat Link
Your Dashboard shows a chat link that opens a full-page chat. Add it to your Google Business Profile, Instagram or Facebook bio and email signature.
How Leads Are Captured
When a visitor wants a callback, a quote or help it cannot give, it asks for their name and email or phone. Every new lead is emailed to you and listed under Leads, where you can export a CSV.
Take Over a Chat
Every conversation is in your Inbox. Type a reply and the AI pauses for that chat; the visitor sees your message live. Click the AI button to hand the chat back. Chats marked Needs you are visitors who asked for a person.
Alerts
In Alerts and Integrations, choose up to three emails for new leads, bookings and requests for a person.
Choose How Booking Works
In Bookings, pick Book in the chat (it offers open times and books them), Send my booking link (Calendly, Cal.com, Square and others), or Collect requests (you confirm by hand).
Hours and Appointment Types
Set your time zone, the hours you take appointments, your appointment types and lengths, the gap between appointments, minimum notice and how far ahead people can book.
Connect Your Calendar
Paste your Google, Outlook or Apple calendar private iCal link so busy times are never offered. Then subscribe to your bookings feed in your calendar app so new appointments appear there too. You also get an email for every booking.
Customer Emails
Customers get a confirmation with an Add to Google Calendar button and a calendar file, a reminder 24 hours before, and a link to cancel. Optional: a follow-up email to leads who did not book.
Get Your Phone Number
Open Phone, pick United States or Canada, type a 3-digit area code and click Find numbers. Click Choose next to a number and it starts answering right away. Call it to hear your receptionist.
Keep Your Current Number
Forward your existing business line to your receptionist number. Verizon: dial *72 and the number (or *71 for missed calls only); *73 stops it. AT&T and T-Mobile: dial **21*, the number and # (or **61* for missed calls only); ##21# or ##61# stops it. Office phone systems have a forwarding setting.
Voice and Greeting
Choose a language and voice (click Play to hear it) and the greeting callers hear first. Click Write it for me for a ready-made greeting. It answers from the same Knowledge as your website chat.
Transfers
Add your number in Transfer calls to. When a caller asks for a person, it connects them during your business hours (set in Bookings). Outside those hours, or if nobody picks up, it takes a message and alerts you.
Spam Protection
Callers with hidden or unverified numbers press 1 before it answers, so robocalls never get through. You can also block hidden numbers and specific numbers. Your transfer number is never blocked.
Your Calls
Every call appears in your Inbox with a phone icon, a short summary and the full transcript, and you get an email after each call. Recent Calls on the Phone page shows every call, including blocked spam.
Send Leads to Your Tools
Paste a webhook URL from Zapier (Catch Hook), Make (Custom webhook) or GoHighLevel (Inbound Webhook). Every lead, booking, cancellation and request for a person is sent as JSON. Use Send test event to check it.
Phone Call Length
Phone calls are unlimited for normal business use, up to 15 minutes each.
Upgrade
Open Plan and click Request upgrade on the plan you want. We will switch your plan.
How It Works
When you also use another app from Client Portal, they connect by themselves and share information, so you never type the same thing twice. Click Integrations in the top bar (the plug icon on your phone) to see your connections and switch any of them off.
Appointment Booking
Your receptionist books customers straight into your Appointment Booking calendar, offering your services and real open times, in chat and on calls. Appointment Booking sends the confirmation and a reminder. Booking needs the customer's email.
CRM
Every lead and booking becomes a CRM contact, with the conversation on their timeline.
Reputation Management
About 2 hours after a booking ends, your customer gets a review request.
AI Visibility Autopilot
Questions your customers ask are suggested as questions for AI Visibility to track, and every answer page AI Visibility publishes is added to what your receptionist knows.
Client Portal AI Visibility Autopilot
AI Visibility Autopilot checks how ChatGPT and Google AI answer the questions your customers ask, shows which businesses they recommend, writes answer pages that AI can quote, and gives you a short Get Listed plan. Open it any time at myesimstore.eezycheezy.com/ai-search.
In This Guide
Open Your Dashboard
From your client portal, click AI Visibility Autopilot in the apps menu or the Access button on your services page, or go to myesimstore.eezycheezy.com/ai-search. The setup checklist on the Dashboard walks you through everything.
Add Your Business Profile
Open Business Profile, enter your business website URL and/or paste your Google Maps business link, then click Auto-fill business details. Or choose Fill in myself to enter the details directly. Both inputs are optional; you can also find your Google business by typing its name. Review your details and click Save Changes. A website is optional for AI visibility checks, competitor tracking and your Get Listed plan. Publishing needs a connected website. Your website and optional Google listing belong to one business profile shared with SEO Autopilot.
Check Your Questions
Open AI Answers to see the questions we track. Add your own, remove any that do not fit, or click Suggest questions for more ideas.
Connect WordPress
Open Connect Website. Websites you have with us connect in one click, and if your SEO Autopilot already uses the plugin, nothing else is needed. Otherwise click Download Plugin, upload it in WordPress under Plugins, Add New, Upload Plugin, and click Activate.
AI Check
We ask ChatGPT and Google AI every question you track and show whether you were recommended, where you ranked in the answer, which businesses were named instead, and which websites the AI used. Pro plans are checked again every week.
Answer Pages
You get 4 new answer pages a month on Starter or 8 on Pro, each answering a question you are missing with real facts and linked sources. Older pages are refreshed with new facts. Approve, edit, rewrite or skip any page in Answer Pages.
Get Listed
Your Get Listed plan lists the directories, review sites and articles AI used for your questions, plus the profiles every business needs. Mark each step done as you go.
Reports
A report with your AI visibility score, what changed and everything we did arrives by email at the end of each month.
New Topics
When every question you track already has an answer page, we pick new topics for you, so your answer pages keep coming every month.
How It Works
When you also use another app from Client Portal, they connect by themselves and share information, so you never type the same thing twice. Click Integrations in the top bar (the plug icon on your phone) to see your connections and switch any of them off.
AI Receptionist
The Add a Question card shows questions your customers asked your AI receptionist, with an Add button for each. Every answer page you publish is also added to what your receptionist knows.
Reputation Management
Your star rating shows on your answer pages. It needs at least 3 reviews and a Reputation location with the same website.
SEO Autopilot
Both apps use one business profile. The website and optional Google listing stay together; edit Business Profile in either app to update both.
Client Portal Business Phone
Professional business phone number with call forwarding, voicemail, business hours routing, and 500 minutes per month.
In This Guide
Your Phone Number
When your business phone number is activated, you receive a dedicated local or toll-free number. This number is yours to use as your business line — give it to clients, put it on your website, print it on business cards. All calls to this number are handled by the Phone Manager.
UK & Australia Numbers
US and Canadian numbers activate instantly. UK and Australian numbers require a one-time business registration first — telecom regulators in those countries require it from every provider. When you select the UK or Australia at checkout, a short form appears: enter your legal business name, registration number, website, a contact person, and your street address in that country, then click Submit Registration. Review takes a few business days and you will receive an email as soon as it is approved — then simply return and pick your number. You only ever register once per country.
Phone Manager Overview
Access your Phone Manager from the "My Apps" menu or the "Access" button on your services page. The Phone Manager dashboard shows your phone number, minutes usage, call stats, and a quick dial pad. Use the sidebar menu to navigate to Call Forwarding, Voicemail, Business Hours, Call Log, and other settings.
Minutes & Usage
Your plan includes 500 minutes per month of inbound call forwarding. The usage bar on your dashboard shows how many minutes you have used. Each minute a forwarded call is connected counts toward your allowance. Voicemail recording time also counts. Most small businesses use well under 500 minutes per month.
Setting Your Forwarding Number
Go to Call Forwarding in the sidebar. Enter the phone number where you want calls to ring — this can be your personal cell phone, office landline, or any number. Click Save. All incoming calls to your business number will now forward to this phone.
Changing Your Forwarding Number
You can change your forwarding number anytime. Simply go to Call Forwarding, enter the new number, and click Save. The change takes effect immediately — the next incoming call will ring the new number.
How Forwarding Works
When someone calls your business number, it rings your forwarding phone. If you answer, you are connected to the caller normally. If you do not answer within 20 seconds (and voicemail is enabled), the caller hears your voicemail greeting and can leave a message.
Custom Greeting
Go to Voicemail in the sidebar. Write your greeting message in the text field — for example: "Thank you for calling Acme Corp. We are unable to take your call right now. Please leave your name, number, and a brief message." Choose a male or female AI voice. Click Save. Your greeting is converted to natural-sounding speech using AI.
Listening to Voicemails
When callers leave a voicemail, it appears in your Voicemail Inbox below the settings. Each voicemail shows the caller number, date, and duration. Click the play button to listen. Unread voicemails are highlighted with a blue dot and counted in the sidebar badge.
Managing Voicemails
Click the play button to listen to a voicemail — it automatically marks as read. Use the trash icon to delete individual voicemails. Click "Mark all read" to clear the unread badge. Your inbox stores up to 50 voicemails.
Goodbye Message
After a caller finishes leaving a voicemail, a goodbye message plays. You can customize this message in the Voicemail settings — for example: "Thank you for calling. Have a great day!" It uses the same AI voice as your greeting.
Setting Your Schedule
Go to Business Hours in the sidebar. Set your timezone first — this ensures hours are checked correctly regardless of where the server is located. Then toggle each day on or off and set open/close times. By default, Monday through Friday is set to 9:00 AM – 5:00 PM with Saturday and Sunday closed.
After-Hours Behavior
When a call comes in outside your set business hours, it goes directly to voicemail (if enabled). The caller hears your voicemail greeting and can leave a message. If voicemail is disabled, the caller hears "We are currently unavailable" and the call ends.
Do Not Disturb
The Do Not Disturb toggle on your dashboard overrides business hours. When DND is on, ALL calls go to voicemail regardless of the time. Use it for meetings, lunch breaks, or after hours. Toggle it off when you are ready to take calls again.
Viewing Call History
Go to Call Log in the sidebar. Every incoming call is logged with the caller number, date and time, duration, and call type. The call log refreshes automatically when you open it. Up to 100 calls are stored.
Call Types
Calls are categorized as: Received (you answered), Missed (you did not answer and no voicemail was left), Voicemail (caller left a message), or Outbound (you made a call from the dial pad). Each type has a color-coded badge for easy scanning.
Missed Call SMS
Enable Missed Call SMS in the sidebar settings. When you miss a call, your business number automatically sends a text message to the caller — for example: "Thanks for calling! We missed your call but will get back to you shortly." You can customize this message. This feature helps you capture leads even when you cannot answer.
How It Works
When you also use another app from Client Portal, they connect by themselves and share information, so you never type the same thing twice. Click Integrations in the top bar (the plug icon on your phone) to see your connections and switch any of them off.
CRM
Callers become contacts in your CRM, and every call, missed call and voicemail goes on their timeline. Missed calls under 5 seconds and hidden numbers are skipped.
Client Portal Cloud Storage
Secure cloud file storage with sharing, collaboration, and end-to-end encryption.
Logging In
1. Go to myesimstore.eezycheezy.com/storage and sign in with the email and password from your welcome email.
2. We recommend changing your password after your first login.
2. We recommend changing your password after your first login.
Dashboard Overview
After logging in you will see your file dashboard. From here you can upload files, create folders, and manage your storage.
Upload Files & Folders
1. Click the "Upload" button in the top toolbar.
2. Select files or drag and drop them into the browser window.
3. Files will begin uploading immediately. Large files are uploaded in chunks for reliability.
2. Select files or drag and drop them into the browser window.
3. Files will begin uploading immediately. Large files are uploaded in chunks for reliability.
Supported File Types
You can upload any file type: documents, images, videos, archives, and more. There is no per-file size limit beyond your total storage quota.
Sharing Files
1. Right-click a file or folder and select "Share".
2. Enter an email address or generate a public link.
3. Set permissions: View Only or Edit.
4. Click "Share" to send the invitation.
2. Enter an email address or generate a public link.
3. Set permissions: View Only or Edit.
4. Click "Share" to send the invitation.
Team Workspaces
Create shared folders where your team can collaborate. All members with access can upload, edit, and organize files within the workspace.
Checking Usage
Your current storage usage is displayed in the sidebar. It shows how much space you have used out of your total plan quota.
Upgrading Your Plan
To upgrade your storage plan, contact your service provider. Available plans: 50 GB, 100 GB, 200 GB, 500 GB, 1 TB, and 2 TB.
Encryption
All files are encrypted at rest and in transit. Your data is stored securely on enterprise-grade infrastructure.
Changing Your Password
1. Click your profile icon in the top-right corner.
2. Select "Account Settings".
3. Enter your current password and your new password.
4. Click "Save" to update.
2. Select "Account Settings".
3. Enter your current password and your new password.
4. Click "Save" to update.
Client Portal AI Content Engine
AI Content Engine makes branded social media videos and image posts for your business every week, with captions and hashtags, and can post them for you. Open it any time at myesimstore.eezycheezy.com/content-engine.
In This Guide
Open Your Dashboard
From your client portal, click AI Content Engine in the apps menu or the Access button on your services page, or go to myesimstore.eezycheezy.com/content-engine. A short guided setup walks you through everything.
Add Your Business
Enter your website or find your business on Google and click Auto-fill. We fill in your details and find your logo and brand colors. Add any current offers, which are the only prices or deals we will ever mention.
Set Your Look and Voice
Check your logo and colors, pick a font style and tone, and listen to the voiceovers and music styles to choose your favorites.
Add Your Photos
Upload photos and short clips of your real work, team and place, or import them from your website. We mix them into your posts so they look like your business.
Choose How Posts Go Out
If you have Social Media Automation with accounts connected, choose your accounts, days and times, and whether you approve each post or let them post automatically. Otherwise your posts are ready to download. Then click Create my first posts.
Your New Posts
A new pack of videos and images is made every week from your business, the season and your preferences. We email you when it is ready.
Review and Change
Open any post to edit the caption, words, layout or photo for free, change the music or voice, or describe what to change and let the AI do it. AI remakes like new scenes or new AI photos are included each month.
Approve or Let It Post
Approve posts to schedule them, pick a time, or skip any you do not want. You can also download any post with its caption.
How It Works
When you also use another app from Client Portal, they connect by themselves and share information, so you never type the same thing twice. Click Integrations in the top bar (the plug icon on your phone) to see your connections and switch any of them off.
Social Media Automation
Connect your accounts in Social Media Automation, then choose them under Posting. Your videos and images are scheduled on your days and times, after your approval or automatically. Without it, every post is ready to download.
Reputation Management
Some posts feature your best 4 and 5 star reviews, with only the first name and last initial.
SEO Autopilot and AI Visibility Autopilot
Some posts share your newest blog posts and answer pages, with a link to read more.
AI Receptionist
The questions customers ask your receptionist give us ideas for helpful posts. Names, emails and phone numbers are never used.
Appointment Booking and Digital Gift Cards
Posts can send people to your booking page, and promote your gift cards around holidays.
Client Portal SEO Autopilot
SEO Autopilot writes new blog posts for your website every month, fixes your pages for Google, tracks your rankings and emails you a monthly report. Open it any time at myesimstore.eezycheezy.com/seo-autopilot.
In This Guide
Open Your Dashboard
From your client portal, click SEO Autopilot in the apps menu or the Access button on your services page, or go to myesimstore.eezycheezy.com/seo-autopilot. The setup checklist on the Dashboard walks you through everything.
Add Your Business Profile
Open Business Profile, enter your business website URL and/or paste your Google Maps business link, then click Auto-fill business details. Or choose Fill in myself to enter the details directly. Both inputs are optional; you can also find your Google business by typing its name. Review your details and click Save Changes. You can save business details without a website; SEO work starts once you add one. Your website and optional Google listing belong to one business profile shared with AI Visibility Autopilot.
Connect WordPress
Open Connect Website and click Download Plugin. In WordPress go to Plugins, Add New, Upload Plugin, choose the file and click Install Now, then Activate. The dashboard shows Connected within seconds.
Choose How Posts Go Live
In Publishing, choose to approve each post or publish automatically. Drafts are ready 3 days before their date either way.
Blog Posts
You get 4 posts a month on Autopilot or 8 on Autopilot Pro, each written for your services and city with links to your own pages, a photo and an FAQ. Edit, approve, rewrite or skip any post in Blog Posts.
Site Fixes
Each month the plugin adds missing image descriptions (alt text), improves weak page descriptions in your SEO plugin, and adds your business details for Google. Every change is listed in Site Fixes.
Rankings
Add the searches you want to rank for in Rankings. We check your Google position and Google Maps position every month.
Site Health and Reports
We check your website around the clock and email you if it goes down or your SSL certificate is about to expire. A report of everything we did arrives by email at the end of each month.
How It Works
When you also use another app from Client Portal, they connect by themselves and share information, so you never type the same thing twice. Click Integrations in the top bar (the plug icon on your phone) to see your connections and switch any of them off.
AI Visibility Autopilot
Both apps use one business profile. The website and optional Google listing stay together; edit Business Profile in either app to update both. Both use the same WordPress plugin, so one connection covers both.
Client Portal Digital Gift Cards
Sell digital gift cards for your business from a branded page. Customers pay online, the recipient gets a code by email, and you redeem it in store. Free to activate; a 3% platform fee per card sold.
In This Guide
Open Your Gift Card Dashboard
From your client portal, click Digital Gift Cards in the apps menu or the Access button on your services page. The dashboard has four sections: Dashboard, Redeem, Cards and Settings.
Connect Your Bank Account
In Settings, click Connect bank account. Stripe walks you through a short form (about two minutes). Payments for every gift card go straight to this account; the platform never holds your money. Customers cannot buy until this step is done.
Set Up Your Page
Upload your logo, pick your two brand colors, write a headline and intro text, choose the amounts you offer and the custom-amount range, and set a support email. The live preview shows exactly what your gift card will look like.
Share Your Link
Your page address is shown at the top of the Dashboard. Put it on your website, social media, receipts and counter signage. The setup checklist tracks these steps for you.
The Purchase Page
Customers pick an amount, enter the recipient and their own details, add an optional message and pay by card. The card preview updates as they type.
Instant Delivery
The moment payment clears, the recipient receives a branded email with the amount, the message and a 16-character code. The buyer receives a receipt. If no recipient email is entered, the card is sent to the buyer.
Balance Check
Every card email links to a balance page where the holder can check what is left at any time.
Look Up a Code
Open the Redeem section, type or paste the code and click Look up. You will see the remaining balance and who the card was for.
Enter the Amount Used
Type the amount of the purchase and click Redeem. Partial redemptions are supported: the rest stays on the card until it is used up.
Cards List and Void
The Cards section lists every card sold with buyer, recipient, amount, balance and status. Void a card if it was issued by mistake or refunded; a voided card can no longer be used.
Where the Money Goes
Gift card payments are deposited to your own Stripe account on Stripe's normal payout schedule. A 3% platform fee plus standard card processing is deducted from each payment automatically.
Refunds
Because the money is in your Stripe account, refunds are issued from your Stripe dashboard. After refunding, void the card in the Cards section.
Card Validity
Cards are valid for 5 years from the purchase date.