Settings
Portal self-service
What customers can do for themselves from their portal.
Let customers skip a visit
A “Skip this one” button on their upcoming visits. You're notified each time.
Let customers cancel service
A cancel flow with a win-back offer. They tell you why, you get the chance to save them, and the actual cancellation comes to you to confirm.
When someone tries to cancel, offer this account credit to stay. 0 = no offer, cancel goes straight through.
$to stay