Short how to guides for non tech savvy clients
Can we please have updated how to guides to send to clients - I have just checked how the client logs in and it was last updated two years ago with a process that is not correct. This way we can send a short how to and clients will struggle less
3
votes
Siobhan Knight-Potgieter
shared this idea
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Les Whitfield
commented
When a new case is created (new client) and the auto-invitation is emailed why not attach the most up-to-date 'How To' guide to that email? This would require an update to the template.
Secondly, if clients return after a spell, say after a 5-yr fix, they may not recall how to access the system and the process may have been updated. Please provide an option to send that update to a returning client.