Name: Mastering Your Customer Portal: Features and Setup Guide
Uploaded: 2025-09-08
Description: Mastering Your Customer Portal: Features and Setup Guide

Mastering Your Customer Portal: Features and Setup Guide

Introduction to Customer Portal Features

Customer Portal Frontend Overview

Backend Setup and Feedback Integration

Configuring Time Tracking and Resources

Additional Customization and Final Thoughts

This video provides a comprehensive walkthrough of setting up and utilizing a customer portal for service providers. It highlights key features such as time tracking, task management, customer feedback integration, and seamless synchronization with project management tools like ClickUp and Airtable. The presenter emphasizes how these features enhance client communication, transparency, and overall experience by automating updates and feedback loops.