For an in-depth video overview of the entire Client Portal, check out this article: Understanding Your Client Portal
Your Knowledge Base is always growing and improving, and your feedback helps shape it. Every article in the Client Portal includes a quick way to let me know if the information was helpful or if something could be clearer.
How to Leave Feedback
At the bottom of each article, you’ll see a short question that says something like “Was this article helpful?” along with Yes and No options.
Select Yes if the article answered your question or helped you complete a task.
Select No if it didn’t quite solve your issue or if something was missing.
Once you click, you may see a small box where you can add a quick comment about what you liked or what could be improved.
Why Feedback Matters
Your input helps keep every article accurate, up to date, and genuinely useful. When clients share what worked and what didn’t, it helps identify areas that need clearer steps, more visuals, or additional examples.
Tips for Helpful Feedback
Be specific about what part was confusing or missing.
If an article solved your issue, mention what was most helpful.
If something is outdated or unclear, a quick note lets me fix it right away.
The more feedback you share, the stronger the Knowledge Base becomes. It ensures that every guide continues to be clear, practical, and genuinely helpful to you and other clients.
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