Oct 16, 2024: Client portal use cases
Last updated
Last updated
Join us live biweekly on Wednesdays at 1:30 pm EST! Download the calendar invite below.
📦 Danial gives updates on the latest developments in App Platform.
🌐 Gareth shows a client portal integrating Rewst forms, providing easy access to onboarding/offboarding, dynamic guides, and feedback features to enhance client interaction and efficiency.
💻 Sam shows a client portal where customers can manage and update their points of contact, integrating with the PSA tool for streamlined communication and efficiency.
❓ Q&A