Client Portal Beta Test User Guide
DTC Beta Tester User Guide
Welcome to the DTC Beta Testing Program! We’re excited to have you help us refine and improve our new tools. This guide will walk you through what to assess, how to provide feedback, and what you can expect from us during the beta period.
Your feedback is invaluable: let us know if something doesn’t work, feels unintuitive, isn’t yet available (feature you would like to see implemented), or if you feel this is simply a great experience!
Purpose of This Beta
Your feedback will directly make improvements before we launch to all clients. You’ll be evaluating 2 major areas of the portal during the beta period (September 2 – September 22):
- Tickets & Services
- Submit, track, and resolve service requests
- Explore the ticketing workflow (create → update → resolve)
- Billing & Payments (Stripe ACH)
- View invoices
- Test payment processing
- Manage billing information
Important Note on Billing Information For transparency, please be aware that credit card information on file (last 4 digits only) will be visible to all end users within your company’s account. • This visibility is limited to your company’s users only and is not shared outside your organization. • No full card numbers or sensitive payment data are displayed — just the last 4 digits for easy reference. • This helps your team identify which card is used for payments, while keeping financial control private to your business. |
How to Test
- Use the system as you normally would for submitting tickets or handling billing.
- Pay attention to usability, clarity, and performance.
- Document any issues you encounter (error messages, slow responses, unclear instructions, etc.).
Providing Feedback
- Send all feedback, questions, or bug reports to: myportal@dtctoday.com
- Please include:
- A clear description of the issue or suggestion
- Steps you took before it occurred
- Screenshots (if possible)
- Indicate whether it relates to Tickets/Services or Billing/Stripe ACH
Our Commitment to You
- We will acknowledge all feedback within twenty-four business hours.
- Fixes and updates may not be immediate, but we’ll communicate clearly about the next steps and timing.
- A summary of key changes and resolutions will be shared at the end of the beta.
Tester Tips
- Be honest and specific: “The payment button didn’t load after 3 clicks” is more helpful than “It was slow.”
- Test on different devices or browsers if you can.
- Don’t worry about “breaking” the system — that’s the point of testing!
Your participation is invaluable. By testing and sharing your feedback, you’re helping us deliver a smoother, smarter experience for all clients.