Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Tickets in the Client Portal
What clients see and can do with tickets in their portal.
What your clients see and can do with tickets in their portal.
Overview
Clients open tickets, reply, close them and rate your help from their own portal.
Who Can Access
Client
Support Tickets
Clients open Tickets in their portal to see their tickets with the order, priority, status, when to expect a reply and the dates. They can search, filter and export the list.
Opening a Ticket
New Ticket asks for a Subject, the Priority (Low to start), the Related Order, a Description and up to 5 files of 100 KB each. Your team is notified when they submit it.
On the Ticket
- They see who is handling it, when to expect a reply, and the conversation.
- They can reply and attach files, and edit or delete their own replies.
- Close ticket closes it once their question is answered; replies stop after that.
- If ratings are on, they rate a closed ticket once.
- They never see internal messages, the note, tags, CC or the history.
Frequently Asked Questions
Can a client reopen a closed ticket?⌄
No. They open a new one.
Do clients get an automatic reply out of hours?⌄
Yes, if you set up an auto-reply in Settings.