Settings
On the settings page, you can: Change your password Change the system language Update privacy policy contact information 1. Change your password To change your password: 1. Enter your current password. 2. Enter a new password. The system automatically check its strength, displaying more bars for stronger passwords. BQ requires your password to be […]
Home Screen
After logging into the system, you’ll be taken to the BQ Advisory home screen. Client List and Client Segmentation: View and manage all your clients, including business intelligence analytics. For more details, see Client List. Product selection: Switch between BQ product solutions (for users with multiple BQ products). Export Result Data: Export results as a […]
Accessing Client Results
Advisor Dashboard and Client Report Step 1: Log in to the BQ Portal If you are not already logged in, click here to sign in with your credentials. Step 2: Select a client Select a client from the client list. To find a specific client, enter their first and/or last name in the search box at […]
Creating Dialogues
New dialogues can be created: For clients who have not been invited to a dialogue yet. For clients who have completed all previous dialogues. Each client can only have new dialogues created up to their maximum limit. For pay-as-you-go users, this limit is 1. For subscription users, the limit is specified in their contract. Step […]
Reminding Clients of their Dialogues
Reminding clients to complete their dialogues is simple: You can set up automatic weekly reminders. The system will send reminders for up to two months or until the client completes the dialogue. Alternatively, you can manually remind clients to complete an unfinished dialogue (see below). Step 1: Log in to the BQ Portal If […]
Adding Clients
Step 1: Log in to the BQ Portal If you are not already logged in, click here to sign in with your credentials. Prerequisite for pay-as-you-go users: Before inviting clients, you need to purchase credits. You can buy them here, with a special starter package available for your first purchase! Step 2: Add […]
Setting up your Account
BQA Pay-as-you-go Version: Experience BQ Advisory from a client’s perspective by creating a free account. Register here and follow the on-screen instructions to complete your setup. After testing BQ Advisory and reviewing your own results on the advisor dashboard, you’re ready to invite your clients and review their analyses. You have two options to continue: […]
Participant Dashboard
On the participant dashboard, you can see their results (if available), and manage participant and interaction information. Depending on the status of the latest interaction and whether (previous) results are available or not, you will see one of four screens/messages. You can always edit your participant’s information and manage their interactions. To see how, continue […]
Participants List
The participant list allows you to: Select participants to view results and manage details Navigate through the list of participants Search participants by name Sort participants by status and most recent interaction Filter participants by group or interaction status Add participants to the individual comparison 1. Select a participant To select a participant, […]
Settings
On the settings page, you can: Change your password Change the system language Update privacy policy contact information 1. Change your password To change your password: 1. Enter your current password. 2. Enter a new password. The system automatically check its strength, displaying more bars for stronger passwords. Note: BQ requires your password to […]