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What is Client Connect?

Learn how Client Connect works

Updated over a year ago

This article is intended for users who have received a link from a business asking them to connect via Client Connect

Client Connect is designed to allow you to quickly and easily receive documents from the business who has asked you to sign up to Mira.

By creating a Mira account, you can log in and easily retrieve their documents at a later date, plus pay any invoices that they have sent to you.

This essentially creates a digital repository of any documentation for you to review.

Homepage

The main homepage contains a list of all the businesses you're connected with.

This page will be blank if you haven't connected with a business.

To connect with a business, they must send you a "link" request using the Mira business management platform.

Business Documents

If you have connected with a business, click on their name in the list on the homepage.

The main area contains a list of the reports, quotations and invoices which have been sent to you, and the right-hand sidebar contains the business eCard.

Viewing a document

Clicking on any of the documents supplied by a business will allow you to download a PDF, plus:

  • Reports: no additional options

  • Quotations: allow you to accept the quotation (if enabled by the business)

  • Invoices: allow you to make a payment for the invoice (if enabled by the business)

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