WIZniche

Learn how your customers receive their login credentials, set their passwords, and access their private portal to view quotes and invoices.

Client Hub: How Your Customers Get Access

A centralized portal for clients to view their history, approve quotes, and manage their own account details.

Client Hub

Learn how WIZniche automatically generates a client hub account when you add a new customer.

Client Hub: Automatic Client Hub Creation for Customer

Understanding the welcome email and verification process for your clients.

Client Hub: How Customers Log in and Set their Passwords

How your customers can access their portal directly from your business emails.

Client Hub: Accessing the Client Hub via Quote and Invoice emails

Basics

Learn how to access and edit the request forms your customers use.

Client Hub: Customizing the Job and Quote Request forms

How to manage visible and required data fields on customer forms.

Client Hub: Configuring Required Fields for Customer Request forms

Settings

A guide to the main landing page your customers see when logging in.

Client Hub: Overview of the Client Hub Dashboard

Learn how clients interact with quotes inside the client hib.

Client Hub: How Customers View and Approve Quotes within Client Hub

How clients can view upcoming appointments and past jobs.

Client Hub: How Customers Track Scheduled Jobs and History

A guide to self-serve billing and payments for your clients.

Client Hub: How Customers Manage Invoices and Payments in Client Hub

Where customers can find details on their active coverage.

Client Hub: Viewing Warranties and Service Plans

How customers retrieve files shared by your business.
Status: Updated this week

Client Hub: Accessing Photos and Documents in Client Hub

Customer Facing Experience

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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