Client portal support

Client onboarding and support

  • Clear pre-login and post-login guidance
  • Security and support copy in one public place
  • The live CRM stays separate and protected
crm@quicksite.store
FairChoice CRM FairChoice CRM Client onboarding and support
Open support guide Open Support

Support

Give clients and staff a clearer starting point

Use this page for onboarding steps, support categories, and FAQ content tied to the CRM experience.

Open Support Open support guide
Client portal support Onboarding, release notes, security copy, and support routing around the live CRM.

This host is intentionally focused on support, onboarding, intake, or operational clarity around the live systems.

6 Portal support pages
Clients Primary audience
Separate Live app untouched

Starter CRM support content. This can later expand into a searchable help centre or onboarding library.

Available Sections

Request Support

Route a CRM question

Use this host for onboarding questions, workflow guidance, and help routing around the live portal.