Client Hub
A centralized portal for clients to view their history, approve quotes, and manage their own account details.
12 articles
Client Hub: How Your Customers Get AccessLearn how your customers receive their login credentials, set their passwords, and access their private portal to view quotes and invoices.
Basics
Basics of WIZniche Client Hub
Client Hub: Automatic Client Hub Creation for CustomerLearn how WIZniche automatically generates a client hub account when you add a new customer.
Client Hub: How Customers Log in and Set their PasswordsUnderstanding the welcome email and verification process for your clients.
Client Hub: Accessing the Client Hub via Quote and Invoice emailsHow your customers can access their portal directly from your business emails.
Customer Facing Experience
See exactly what your customers see!
Client Hub: Overview of the Client Hub DashboardA guide to the main landing page your customers see when logging in.
Client Hub: How Customers View and Approve Quotes within Client HubLearn how clients interact with quotes inside the client hib.
Client Hub: How Customers Track Scheduled Jobs and HistoryHow clients can view upcoming appointments and past jobs.
Client Hub: How Customers Manage Invoices and Payments in Client HubA guide to self-serve billing and payments for your clients.
Client Hub: Viewing Warranties and Service PlansWhere customers can find details on their active coverage.
Client Hub: Accessing Photos and Documents in Client HubHow customers retrieve files shared by your business.
Status: Updated this week