Get to know the Service Showcase
Show clients what your team offers and turn a service question into trackable work.
Your clients can use the Service Showcase to see what you offer and ask your team for help. Let's look at how to set it up and what they'll see in the portal.
How it works
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Build your service catalog
Add categories and services for your firm. You'll use the same catalog across your client accounts.
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Turn services on or off per client
Each client account can have its own mix of services. Turn a service on when it's part of that client's work. Clients may also see services that are off and learn what else you offer.
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Add service details where they matter
Add details for the client, such as pricing, timing, requirements, links, or deliverables. Blank details stay hidden.
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Let clients ask for help from the portal
Clients can use Submit Ticket for an active service or Request Service to ask about an inactive one. The buttons they see depend on your workspace and account settings.
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Choose who handles requests
Assign a team member to each service as the default. You can choose a different assignee for a specific client account when needed.
Tickets and service requests become tasks on the account's service request board. You can choose the board in the account's Services settings. If you haven't picked one, Sydnee creates a Service Requests board when the first request comes in. See how service requests work.
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Preview the portal
Use Preview as Client to review your service showcase in the portal.
Why use the Service Showcase?
Your catalog gives clients one place to see what you offer. You can keep their details close at hand for each active service.
Clients can add context, priority, and a due date to a ticket. Your team can then follow the work on the account's service request board.
What clients will see
Based on the service and your settings, clients may see:
- Active services with their relevant details
- A Your Info button when service details are available
- A Submit Ticket button for active services
- A Request Service button for inactive services
- A Learn More button for inactive services with a marketing link enabled
When you're ready to add your services, start with your catalog.