Getting Started with ManyRequests is easy. Clients will be able to submit their requests after a successful checkout process. However, depending on agency operations, sometimes the client journey will be different.
Via Catalog
A client can purchase a service via the catalog page
After successful checkout (via Credit Card) a client account will automatically be created on the platform
Once the client logs in to the platform he/she is already able to submit a request
If the client purchased a subscription via Manual bank transfers (i.e. Wise, ACH payments), a PENDING status invoice will be displayed on the admin side
Once payment is received, this will be marked as PAID
Once the invoice status is PAID, the client can now submit a request
Note: Services (all or selected) are displayed on a Catalog. Logged-in Clients can also see this catalog on the Services tab in the Dashboard.
Via Custom Order Forms
A client can purchase a service via a custom order form - these are links that are sent to clients for specific services / add-ons
After successful checkout (via Credit Card) a client account will automatically be created on the platform and can continue with the submission of a Request
Similar to catalogs, Manual transfers will be marked as PENDING automatically
Once payment has been made, the status can be changed to PAID
Once PAID, clients can now submit requests
How Can My Clients Submit Requests
For Recurring or One-Off Standard / Hourly / Credit-Based Subscriptions (Client View)
Clients can submit requests via Dashboard > Requests > Create Request
From there, they will:
Select a service (if more than one purchased)
Fill out the request details
Set a due date (optional)
Submit the request
For Recurring or One-Off Standard / Hourly / Credit-Based Subscriptions (Admin View)
Admin can also create requests on client's behalf via Dashboard > Requests > Create Request
