Show and request services
Show clients what your team offers and turn a service question into trackable work.
Service Showcase is a list of what your team offers. It lives in each client account. A client can see what they use and ask for more help.
It is not a store or checkout page. A service request becomes a task for your team.
Build one clear catalog
Your team keeps one shared list. It has service groups and services. Start with the words your clients use. Give each service a short name and plain text.
When the list is empty, Sydnee can make a first draft from the names you enter. Read the draft. Change text that does not fit your work.
Learn how to build and organize the catalog.
Set up each client account
A shared service can be on for one client and off for another.
Turn on the services the client uses. Add facts for that account. You might add an account number, date, amount, or link. A client can read these facts in Your Info. They cannot edit them.
A service that is off can stay in the list. The client can learn about it. You can also add a Learn More link.
Learn how to activate and customize services for an account.
Give clients the right next step
The client action depends on the service:
- Submit Ticket can show on a service that is on.
- Request Service can show on a service that is off.
Both actions make a task in the same client account. The work stays with the right team.
Learn where service tickets and requests go.
Check the client view
Use Preview as Client before you share the list. Check that:
- service names make sense to a client;
- the right services are active;
- client detail values are correct;
- private or empty details do not appear;
- links open the right page; and
- the expected request or ticket action is present.
What your client sees
Clients open Services in their portal. They can read the list and open filled-in facts for services that are on. They can also use a Learn More link or a request button when one is shown.
Clients cannot change the catalog, turn on a service, or edit their Your Info values.