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Clarity Cloud Collection

A knowledge base collection of client support articles, onboarding, client portal walkthroughs, coaching methodologies, business resources, and standard procedures for KrystalVision Coaching.

Logging Into the KrystalVision Suite for the First Time

Client Onboarding

Logging Into the KrystalVision Suite for the First Time

This article explains how to access the KrystalVision Suite for the first time and install it as a Progressive Web App (PWA) on your device. Installing the portal app allows faster access, a cleaner interface, and enables real-time notifications where supported

Accessing Your Client Portal Account

After receiving your client user activation email, click the secure link to reach the login screen. You will be prompted to choose a login method:

Screenshot 2025-05-07 at 10.30.01 PM.png

  • Set a password: Create a secure password to use going forward.

  • Use a magic link: Receive an email with a single-use login link.

  • Log in with Google: If your organization uses Google Workspace, you may sign in via your Google account (OAuth).

For ongoing access to the client portal, bookmark:

https://my.krystalvision.coach

To ensure deliverability of emails and prevent notifications from going to spam folder, please add all of these emails to your allowed emails and saved contacts:

alan@krystalvision.coach

support@krystalvision.coach

billing@krystalvision.coach

receipts@krystalvision.coach

The Benefits of Installing the KrystalVision Suite as a PWA

A Progressive Web App (PWA) is a browser based web application that gives you some of the benefits and an experience similar to a native desktop or mobile app, without needing to download it from an app store or take up lots of local storage. Once installed, you’ll be able to launch the KrystalVision Suite client portal directly from your desktop, Start menu, or mobile home screen. You’ll also have access to real-time browser and push notifications if enabled.

Though some browsers, like Chrome, can provide real time browser notifications for websites without having to install it as a PWA, it is still strongly recommended for all clients to install the PWA on both their desktop and mobile devices to provide the best possible experience.

As new features and updates are released regularly to provide additional functionality and value to clients, it will also be the central hub for all client communications aInd deliverables. As such, this is the best way to ensure all clients are using the latest version and not missing crucial updates and notifications.

Installing the KrystalVision Suite as a PWA app prevents multiple instances running in background tabs. After installation, close all browser windows with KrystalVision and use only the standalone app. This ensures up-to-date data, timely notifications, and prevents browser throttling due to inactive tabs. Using the PWA exclusively improves performance and user experience.

Follow the instructions below for your device and browser:

Desktop – Windows

Google Chrome (Recommended):

  1. Navigate to https://my.krystalvision.coach

  2. Look for the install icon at the far-right of the address bar (a monitor with a down arrow).

  3. Click the icon, then click “Install” in the popup window.

  4. The app will open in its own window and appear in your Start menu.

Microsoft Edge:

  1. Go to https://my.krystalvision.coach

  2. Click the three-dot menu in the upper-right corner.

  3. Click “Install.” The app will be added to your Start menu and open in a new window.

  4. Hover over “Apps” and select “Install this site as an app.”

Mozilla Firefox:

Firefox does not support PWA installation. Use Chrome or Edge for full functionality, or bookmark the portal URL for quick access.

To enable notifications on desktop (Chrome or Edge):

  1. Open the portal

  2. Click the padlock icon in the address bar

  3. Click “Site Settings”

  4. Under “Permissions,” find “Notifications” and select “Allow” 5. Refresh the app

Desktop – macOS

Google Chrome:

  1. Open https://my.krystalvision.coach

  2. If available, click the install icon in the address bar (monitor with down arrow).

  3. Click “Install” in the prompt.

  4. The portal will launch in a new window and appear in your Applications folder and Launchpad.

Safari:

Safari on macOS does not support PWAs. Use Chrome for full app installation on Mac.

Mobile – iOS

Safari or Chrome:

  1. Open https://my.krystalvision.coach using Safari or Chrome.

  2. Tap the Share icon (square with an upward arrow).

  3. Tap “Add to Home Screen.”

  4. Confirm the name and tap “Add.”

  5. The portal will appear on your home screen like a regular app.


Note: iOS 16.4 or later supports push notifications for installed PWAs. After installation, you may be prompted to allow notifications. Select “Allow” when prompted.

To enable notifications manually (if prompted does not appear):

  1. Go to iOS Settings

  2. Tap “Notifications”

  3. Find “KrystalVision Suite” and ensure notifications are enabled

Mobile – Android (Chrome or Edge)

Google Chrome:

  1. Go to https://my.krystalvision.coach

  2. Tap the three-dot menu in the top-right corner

  3. Tap “Install App”

  4. Tap “Install” to confirm.

Microsoft Edge:

  1. Open https://my.krystalvision.coach

  2. Tap the three-dot menu

  3. Tap “Install App”

  4. Confirm installation

To enable notifications on Android:

  1. Go to your device Settings

  2. Tap “Apps” or “App Management”

  3. Find “KrystalVision Suite"

  4. Tap “Notifications” and ensure they are turned on.

After Installation:

Once installed, the KrystalVision Suite will be available like a native app from your home screen or app launcher. Notifications will appear as system push alerts or browser notifications, depending on your device and permissions.

If prompted at any time to allow notifications from https://my.krystalvision.coach, always select “Allow” to stay updated on tasks, sessions, or activity alerts.

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