Client POV
This article gives you all the information on the perspective your clients get when using Zendo.
Once you invite your clients to join your workspace or they sign up upon ordering your services for the first time, they’ll have access to your client portal.
You can learn more about inviting your clients to Zendo here.
Each of your clients gets a personal dashboard and 5 additional tabs on their side of Zendo, including Order, Requests, Documents, Subscriptions, and Files.
We’ll go through each tab to give you an overview of your clients’ POV when using Zendo, as well as go through the personalization options you can use to make your clients’ experience even more seamless.
Client’s dashboard gives them an easy overview of their recent requests, subscriptions, documents (quotes & invoices), and any shared files.
The next tab your clients get is the Order tab, which gives them easy access to your Service Catalog.
Your clients can use the Order tab to order new services.
If you have only one service enabled on the Service Catalog, the Order tab will show the detailed order page for that service.
The next tab your clients see in their client portal is the Requests tab where they see all their requests placed.
This is the place for your clients to chat with you and your team when viewing the requests in the List view, to get an easy overview of the work done using the Table and Kanban views, and to place new requests.
Your clients can also filter all their requests using different parameters, such as by read/unread messages, searching by specific service, and more.
If you want to learn more about filtering, click here.
If you want to learn more about Zendo’s real-time chat, hop here.
If you want to learn more about Requests, go here.
The next tab, Documents, gives your clients easy access to their Quotes and Invoices.
Your clients can use the Documents tab to get an overview of their documents, download them, view them in full, and view the connected requests.
The Subscriptions tab allows your clients to get an overview of their subscriptions to your services.
The Table view gives an overview on the most important information surrounding subscriptions, including their state, price, date of the next payment, cancellation date, or details of the used limits on requests.
This tab also comes with some essential actions for subscriptions, including submitting new requests, viewing order form information, updating our payment method, canceling the subscription, or checking on the connected requests and invoices.
Your clients need to click on the ellipsis icon under the Actions tab to reach the above-mentioned options.
The last tab, Files, gives your clients quick access to any files shared when making requests, in order forms, and using the chat.
Files shared within requests contain a link to the specific request they’ve been shared in to easily view them.
Requests and orders for productized, custom, and free services happen either through the Order tab, aka your Service Catalog, or directly from stand-alone order pages for each service, which in turn, you have to share with your clients.
You can set up an Order Form for each of your services for your clients to fill out.
Learn more about setting up your Services and Order Forms in this article.
For subscription-based services, your clients get the option to submit Subscription Requests.
That happens through a few places in the workspace, either your client's Dashboard, the Requests tab, or the Subscriptions tab.
If not coming through a specific subscription service view, for example, in the Subscriptions tab, but by clicking on one of the general Submit request buttons, for example, the one located in the top right corner of the Dashboard, your clients simply have to:
Click the Submit request button,
Choose the Subscription they want to place their Request within,
Fill out the Request submission form you've created when setting up your subscription-based service.
If coming from a specific subscription service view, your clients won't have to choose the Subscription they want to place their Request within, it will be already selected.
You can learn more about Subscriptions and setting up a Request submission form for subscriptions here.
You can also set up limits for submitting Subscription Requests, for example, a limit for the total number of completed Requests in a given period, for a given subscription-based service.
Your clients can also receive notifications about different actions, messages, or documents issued.
The notifications can appear directly in-app under the bell icon, be sent via email, or come as web browser popups, depending on your clients' preferences.
Clicking on the client’s profile icon and heading to Account Settings → Notifications allows your clients to personalize their notifications settings to their preferences. They can tick on and off different types of notifications, from subscription cancellation to new messages.
The Notifications settings is also the place to enable web browser notifications.
Notifications settings can also be reached by clicking on the bell icon, and then the cog icon.
Besides just the Notifications settings, your clients also can easily update their personal information and billing details in the General and Billing tabs of the Account Settings.
The General tab is the place for your clients to update their basic information, such as first or last name, display name, company name or position. As well as to change their password, add a profile picture, or delete their account.
The Billing tab gives your clients the space to easily update their invoice details, including their name, company name, address, or tax ID.
First and last name, country, and zip code are required information that need to be provided if you want to issue quotes and invoices for your clients.
You can learn more about issuing invoices here and about issuing quotes here.
You can take a few steps to personalize your clients’ experience and make it harmonize with your branding.
Basic personalization includes setting up a custom domain, changing the accent color of your workspace, adding your logo to the app, changing the email footer, customizing how the sign up and log in pages look, customizing the Terms of Service link, and removing the ‘Powered by Zendo’ badge.
You can learn more about all these options here.
And read more about setting up a custom domain here.
Custom domain and removing the 'Powered by Zendo' badge are premium features.
You can take it a step further and customize the link to the help center your clients can reach by clicking on their profile icon or remove the link to any help center completely.
Learn more about personalizing your help center here.
Another way to personalize your clients’ experience is to make the Zenbot custom by adding your own avatar and setting the chatbot’s name.
Customizing Zenbot’s avatar and name is a premium feature.
Learn how to personalize your Zenbot here.
Client POV
Once you invite your clients to join your workspace or they sign up upon ordering your services for the first time, they’ll have access to your client portal.
You can learn more about inviting your clients to Zendo here.
Each of your clients gets a personal dashboard and 5 additional tabs on their side of Zendo, including Order, Requests, Documents, Subscriptions, and Files.
We’ll go through each tab to give you an overview of your clients’ POV when using Zendo, as well as go through the personalization options you can use to make your clients’ experience even more seamless.
Dashboard
Client’s dashboard gives them an easy overview of their recent requests, subscriptions, documents (quotes & invoices), and any shared files.
Order
The next tab your clients get is the Order tab, which gives them easy access to your Service Catalog.
Your clients can use the Order tab to order new services.
If you have only one service enabled on the Service Catalog, the Order tab will show the detailed order page for that service.
Requests
The next tab your clients see in their client portal is the Requests tab where they see all their requests placed.
This is the place for your clients to chat with you and your team when viewing the requests in the List view, to get an easy overview of the work done using the Table and Kanban views, and to place new requests.
Your clients can also filter all their requests using different parameters, such as by read/unread messages, searching by specific service, and more.
If you want to learn more about filtering, click here.
If you want to learn more about Zendo’s real-time chat, hop here.
If you want to learn more about Requests, go here.
Documents
The next tab, Documents, gives your clients easy access to their Quotes and Invoices.
Your clients can use the Documents tab to get an overview of their documents, download them, view them in full, and view the connected requests.
Subscriptions
The Subscriptions tab allows your clients to get an overview of their subscriptions to your services.
The Table view gives an overview on the most important information surrounding subscriptions, including their state, price, date of the next payment, cancellation date, or details of the used limits on requests.
This tab also comes with some essential actions for subscriptions, including submitting new requests, viewing order form information, updating our payment method, canceling the subscription, or checking on the connected requests and invoices.
Your clients need to click on the ellipsis icon under the Actions tab to reach the above-mentioned options.
Files
The last tab, Files, gives your clients quick access to any files shared when making requests, in order forms, and using the chat.
Files shared within requests contain a link to the specific request they’ve been shared in to easily view them.
Submitting Requests
Productized, Custom, and Free Services
Requests and orders for productized, custom, and free services happen either through the Order tab, aka your Service Catalog, or directly from stand-alone order pages for each service, which in turn, you have to share with your clients.
You can set up an Order Form for each of your services for your clients to fill out.
Learn more about setting up your Services and Order Forms in this article.
Subscription Requests
For subscription-based services, your clients get the option to submit Subscription Requests.
That happens through a few places in the workspace, either your client's Dashboard, the Requests tab, or the Subscriptions tab.
If not coming through a specific subscription service view, for example, in the Subscriptions tab, but by clicking on one of the general Submit request buttons, for example, the one located in the top right corner of the Dashboard, your clients simply have to:
Click the Submit request button,
Choose the Subscription they want to place their Request within,
Fill out the Request submission form you've created when setting up your subscription-based service.
If coming from a specific subscription service view, your clients won't have to choose the Subscription they want to place their Request within, it will be already selected.
You can learn more about Subscriptions and setting up a Request submission form for subscriptions here.
You can also set up limits for submitting Subscription Requests, for example, a limit for the total number of completed Requests in a given period, for a given subscription-based service.
Notifications
Your clients can also receive notifications about different actions, messages, or documents issued.
The notifications can appear directly in-app under the bell icon, be sent via email, or come as web browser popups, depending on your clients' preferences.
Clicking on the client’s profile icon and heading to Account Settings → Notifications allows your clients to personalize their notifications settings to their preferences. They can tick on and off different types of notifications, from subscription cancellation to new messages.
The Notifications settings is also the place to enable web browser notifications.
Notifications settings can also be reached by clicking on the bell icon, and then the cog icon.
Account Settings
Besides just the Notifications settings, your clients also can easily update their personal information and billing details in the General and Billing tabs of the Account Settings.
The General tab is the place for your clients to update their basic information, such as first or last name, display name, company name or position. As well as to change their password, add a profile picture, or delete their account.
The Billing tab gives your clients the space to easily update their invoice details, including their name, company name, address, or tax ID.
First and last name, country, and zip code are required information that need to be provided if you want to issue quotes and invoices for your clients.
You can learn more about issuing invoices here and about issuing quotes here.
Client View Personalization Options
You can take a few steps to personalize your clients’ experience and make it harmonize with your branding.
Basic Personalization
Basic personalization includes setting up a custom domain, changing the accent color of your workspace, adding your logo to the app, changing the email footer, customizing how the sign up and log in pages look, customizing the Terms of Service link, and removing the ‘Powered by Zendo’ badge.
You can learn more about all these options here.
And read more about setting up a custom domain here.
Custom domain and removing the 'Powered by Zendo' badge are premium features.
Personalized Help Center
You can take it a step further and customize the link to the help center your clients can reach by clicking on their profile icon or remove the link to any help center completely.
Learn more about personalizing your help center here.
Custom Zenbot
Another way to personalize your clients’ experience is to make the Zenbot custom by adding your own avatar and setting the chatbot’s name.
Customizing Zenbot’s avatar and name is a premium feature.
Learn how to personalize your Zenbot here.
Updated on: 08/09/2023
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