To navigate to your Client Resources, you will select your logomark/studio name at the top left of your navigation menu. Then select the option for "Studio Settings."
In your Studio Settings, the last tab is "Client Resources." This section is where you can customize a help center for your Clients!
As soon as you access it, you'll find the General tab that's full of helpful tools. The first tool is the option to select a Task Template for new clients which will automatically generate, saving you valuable time. You may enter a variety of templates such as an initial discovery call, onboarding checklist, and marketing and promotion tasks.
We would love for you to consider adding a Custom Welcome Video for your clients. It's a great way to personally introduce them to Mydoma and give them a tour of your studio, with your unique touch. When a new client understands how to navigate your studio, it greatly improves the overall experience for everyone. It’s also a great way to set clear expectations between you and the client.
Leave a Custom Welcome Message for your client welcoming them to your personalized project portal.
Mydoma has created Default FAQs for you! While these Defaults are not editable, you are more than welcome to copy and paste them into the Custom FAQ. This will allow you to have control over the content and make it more tailored to your needs.
***Note: This section is text ONLY. ***
To add the default questions into your Clients' Help Center you will select the toggle on the right of the question you want visible. If the toggle is to the right, this means it is turned on and visible in the Client Help Center. If the toggle is to the right and greyed out, this means it is turned off and not visible in the Client Help Center.
To create your own Custom FAQ, you will want to select the Custom FAQ header and select Add New on the right side of the screen.
Once you click Add New, you'll be directed to a space where you can type in your Question and Answer for your Client. This will make the process easier for both you and your Client. When you have entered your information select Save.
Some potential examples of questions that you may want to include:
What are your Business Hours?
Best way to contact your Designer?
What is your Website?
How to do XYZ?
To edit a Custom FAQ, you may select the pencil icon to the right of the question to edit the question or answer.
To delete the Custom FAQ as a whole, you will select the trashcan icon on the far right.
Nothing is as valuable to your growth plan as being aware of how clients are discovering you. The Client Sources section is where you may edit the name and color, or archive and unarchive the sources you created under Client Management.
To edit a client's sources, select the three dots to the right of the source and select Edit. The name or color can be modified from here, or you may archive the source by entering a check in the Archive box.
To unarchive the client source, simply select the three dots to the right of the archived source and select unarchive.
When the client is logged in they will see a " ? " icon at the top right similar to you, but this section will only hold the Default FAQs you turned on or the Custom FAQ you created.
When your clients select the " ? " icon it will open a popup with the Help Center for them.
They can select the " + " to expand and see an answer or the " - " to collapse the answer.
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If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.