new
Client Portal
Client Portal - New 'Review Your Purchase' Task
In the new client portal, clients are prompted to review their scheduled service(s) and have the option to request relevant add-on services.
With this change, clients can see itemized services before viewing their invoice and they no longer have to navigate to the 'Services" tab to see add-ons. 💵
📖
How-To Article
📖: Upselling Add-On Services through the New Client Portal