Peak Helpdesk / For coaching
The session went well.The follow-up question got lost.
In coaching, questions come between sessions: reschedule, access to materials, an invoice. In Peak Helpdesk each one becomes a ticket. The client is the same person record as in Peak Booking, so you see appointments and requests together.
Put the goal into words. Add perspectives and timing right below.
Try it on a local sample question.
Appointment / access / invoice
What happens between sessions.
- Intake
- E-mail, website chat or a noted call.
- Context
- Appointments and tickets on the same person record.
- Close
- Solved, satisfaction 1–5 recorded by the team.
Your client question in three answers
What does the client need?
Fill in the example with a made-up question. You see what a ticket should capture. Nothing is saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three questions. One clear reply.
Draft · not yet put together
- The question
- Still open
- The owner
- Still open
- The next step
- Still open
From follow-up question to reply
One question. No digging through the inbox.
The order makes sure no client question sits unanswered between two sessions.
- 01Capture
Capture the question.
IntakeE-mail, website chat or a noted call.
Forwarded e-mails and the Live Chat become tickets. A question on the phone you capture yourself in a few fields.
Message → ticket - 02Understand
See the context.
ContextAppointments and tickets on the same person record.
Earlier tickets sit on the person record. The history shows every change to the ticket.
Ticket → history - 03Reply
From your own mailbox.
CloseSolved, satisfaction 1–5 recorded by the team.
The reply goes out with your signature through the account connected in Peak Chat. A new appointment is made in Peak Booking.
Sample artifact → reply note
The next proof is the product
Forward your coaching address.
In Peak Helpdesk follow-up questions land as tickets with a response target. “Needs reply” shows you each morning what comes first.
Start with Peak HelpdeskPeak Helpdesk / Your next step
The session counts. So does the follow-up.
Try the example with the question that's been waiting for a reply since the last session.
See the coaching example
More time for the session.
Solved, satisfaction 1–5 recorded by the team.
Frequently asked questions
Is it worth it if I work alone?
Yes, when requests come through several channels. The Reply due view shows who needs an answer first.
Can clients move sessions themselves?
That runs through Peak Booking. In the helpdesk you answer the request about it and close the ticket.
Which address do replies come from?
From the Gmail or Outlook account connected in Peak Chat. If nothing could be sent, the ticket says so.