✏ Information Needed
The following information is needed from the client to set up the account
- Account Name
- Account Address
- Prefix Code
- Services (including description/instructions)
- Custom fields (and order)
- Category/Special fields (if needed)
- Locations (if needed)
- Schedulers name/email info
- Provide information for vendors/suppliers
✨ To do from LinguistLink Support
- Provide link for requester set up
- Invite vendors/suppliers
- Create custom portal (if needed)
- Provide Training for Schedulers
- Provide Training for Suppliers
- Set up weekly report summary