Tickets in Retainero: secure, client‑specific portals with full lifecycle and smart notifications

Retainero Tickets offer secure, branded client portals for submitting requests, tracking progress, and collaborating. Features include smart notifications, threaded comments, file attachments, custom statuses, and AI action points for efficient agency-client communication.

Keywords: client ticketing system, private portals, support tickets, collaboration tools, smart notifications, file attachments, custom statuses, agency client management

Retainero Tickets gives every client a private, branded place to request work, track progress, and collaborate with your team. With a Premium plan and Client Portals enabled, each client gets their own secure ticketing portal — isolated to just their data — so communication stays clear, organized, and confidential.

Why clients and teams love Retainero Tickets

  • Truly private portals: Each client gets a unique, password‑protected ticket portal. Only they (and your team) can access it.
  • Full lifecycle, zero friction: Create, prioritize, assign ETA, move through statuses, complete, and archive — all in one flow.
  • Smart notifications: Clients and team members get email updates when tickets are created, statuses change, or they’re mentioned in comments.
  • Collaboration that’s clear: Threaded comments, file attachments, and @mentions keep conversations actionable and visible to the right people.
  • Focus what matters: Flag priority tickets, filter by status, and review archived work for instant context.
  • Actionable clarity: Turn conversations into checklists with AI‑generated action points to keep momentum high.

What you can do

  • Open requests fast: Clients submit tickets directly in their portal; your team can also create on their behalf.
  • Stay aligned with statuses: Track work across statuses like Pending, In Progress, Completed, and custom options your team defines.
  • Keep details tidy: Add descriptions, files, due/ETA dates, and priority to set expectations from the start.
  • Collaborate in context: Use comments and @mentions to bring the right people in; attach images, docs, or videos for clarity.
  • Reduce noise, keep trust: Internal notes stay with your team; client‑visible updates keep customers informed without oversharing.
  • Close the loop: Mark complete, archive when done, and keep a clean, searchable history of past work.

Security and privacy by design

  • Per‑client isolation: Each portal is dedicated to a single client, keeping data separate and safe.
  • Password‑protected access: Share a secure link with clients so they can sign in to their private ticketing space.
  • Team‑level control: Your workspace enforces permissions and visibility for staff.

Getting started

  1. Upgrade to Premium to unlock Tickets in Client Portals.
  2. Enable client portal access for your clients.
  3. Share the portal link — clients can submit, track, and collaborate on tickets immediately.

If you already use Retainers or Projects in Retainero, Tickets slots right in — giving your clients a single, organized destination to work with you.