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Client Portal

Overview

The Client Portal is a secure, self-service area where your customers can view their account information, invoices, payments, and manage their services. Providing a user-friendly portal improves customer satisfaction and reduces support requests.

Key Features

  • View and download invoices
  • Make payments online
  • Review service details and usage
  • Update contact information
  • Submit support requests

Step-by-Step: Accessing and Using the Client Portal

  1. Customers log in using their email and password provided during signup.
  2. The dashboard displays account summary, outstanding invoices, and active services.
  3. Customers can navigate to different sections (Invoices, Payments, Services, Support) using the sidebar or top menu.
  4. To update details or make a payment, follow the on-screen instructions in each section.

Tip: Encourage customers to use the portal for faster service and 24/7 access to their account.

Troubleshooting

  • For login issues, use the "Forgot Password" link or contact support.
  • If information is missing, ensure the customer’s account is active and up to date.

For customizing the portal, see the Templates section.