How Clients Submit Orders to You
If you've chosen to enable the 'Orders' section in your Client Portal, AND you've enabled the ability to submit orders, then this article is for you. This is the general workflow:
Client submits Order using simplified Order Form
Order is set to a 'Needs Review' Status
Your internal team is notified via email about the new order submitted
Your team reviews the Order, makes additional adjustments
Your team saves the Order as active when its ready
Client submits Order using simplified Order Form
Order is set to a 'Needs Review' Status
Your internal team is notified via email about the new order submitted
Your team reviews the Order, makes additional adjustments
Your team saves the Order as active when its ready
Video Overview of the Client Order Submission Process
Updated on: 06/06/2024
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