Clients

Getting Started - Clients

Nov 01, 2024
5 min read
2074 views
Clients begin by selecting either Individual or Business accounts:

  • Individual Account: Tailored for single-user access and personal bookings.
  • Business Account: Allows for multi-user functionality, where team members can be added to assist in booking, payments, and tracking.

1. Steps to Register:
  • In your browser, navigate to https://www.2pointdelivery.com/client/register
  • Select the account type (Individual or Business).
  • Complete the required fields: email, password, referral code, accept terms and conditions.
  • Follow any additional prompts.

2. Edit Profile
Clients can update personal details, address information,  company (for business users), password  and social information through the "Edit  Profile" section.

  • Personal (required)
  1. Navigate to Personal profile.
  2. Upload your profile picture and select whether you are an individual or business user. 
  3. Update all other personal information.
  4. In "State ID" update with your drivers license number which represents your provincial ID number.
  5. Save changes to confirm.

  • Address (required)
1. Indicate correctly your street address, house or apartment number, city, province, country and zip code.

  • Company (For Business Users)
1. Update your company trading name of alias, legal company name, select industry, Business Number, GST/HST Number, website URL, email, phone and address information.
2. Your GST/HST number is compulsory if you want to be exempted from sales tax.

  • Password (optional)
1. Change password through this section.

  • Social (optional)
1. Include all your social media platform links

  • KYC Requirements (optional)

For enhanced security and compliance, clients receiving medicinal and special deliveries must complete KYC verification. This involves:
  1. Uploading a valid driver’s license as identification.
  2. Completing any additional verification steps as outlined in the app.
  3. This verification helps secure sensitive deliveries and ensures adherence to regulatory standards.

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AI Assistant

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smart_toy
Hello! I've analyzed your current active bookings. Would you like to track your latest shipment?
Oct 24 • 10:00 AM
person
Yes, please show me the current status.
Oct 24 • 10:01 AM