Connect a helpdesk to your membership or course to give your members easy access to manage their billing or talk to your team.
You will need one of the following:
A completed Kartra Helpdesk, or
Link to an external support portal or page (Pro tip: This can be the link to a Self billing portal created in Kartra)
Open the membership wizard to add a helpdesk:
Go to Memberships and open a membership
On the Helpdesk tab, open the Customer support module (shown in the previous image)
Choose between Kartra Helpdesk or External Helpdesk
If Kartra, select a helpdesk asset from the dropdown that appears. Incomplete helpdesks do not appear.
If external, choose between an external page or email only.
Click Save in the top right corner of the module
With customer support enabled in the membership, members see a lifesaver icon appear in the top right corner of the member area when logged in. The icon directs members to the support resource configured in the process above (either to a Helpdesk or external link).
Check your plan
Helpdesks are included with Kartra Growth, Professional, and Enterprise plans. Review or change your subscription in your account Billing.