Client Portal
Portal support requests
Customers submit support requests with category, priority and preferred timing; the office manages them in one queue.
Where to access
Customers open requests in the portal; the office reviews them in the admin workspace.
Related
How it works
- A customer submits a request with details and preferred timing.
- The office sees the request with a badge for new ones.
- Your team responds and tracks it to resolution.
- The customer follows the conversation in the portal.
Tips
- Structured requests beat scattered texts and voicemails, and nothing gets lost.