Open a Ticket in the Client Portal

This article explains how a Client Portal user can open a Ticket from their Client Portal account.

Note: This action will rely on the functionality being enabled in the Client Portal Settings.

To add a new Ticket, follow these steps:

  1. Click Open Ticket or click the round, green message icon in the lower-right corner of the screen:


  2. Select a Ticket category from the dropdown list on the Open a Ticket overlay:


  3. Add text to the body of the Ticket. There is a 500-character limit.
  4. Add attachments, such as photos, to the Ticket by using the paper clip icon on the lower left of the text field.


  5. Click Submit Ticket

Once submitted, the Ticket will appear in the list of open Tickets on the home page of the Client Portal: 


It will also appear on the Tickets tab:


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