Contents

1. LOGIN
2. SEARCH FOR CUSTOMER TRANSACTION
1. Search Box
2. Search Results Table

3. VIEW & UPDATE CLIENT ORDERS
1. Basic Customer Information
2. How to Modify / Update the Customer’s Information
3. View Email History
4. Order Details Table
4. CREATE A REQUEST (POP-UP SCREEN)
1. Issue a Full or Partial Refund
2. How to Restore Licenses
3. How Subscription Management Works




This guide contains instructions and details on how to use the Upclick Customer Support Portal.

With this application users are able to:
• Search for customer transactions using various pieces of identification
• View and update client orders
• Issue a full or partial refund
• Cancel a subscription (recurring order)