No Live Chat help

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Annita Regehr

• April 05, 2022 01:26

Need assist with setting up individual client from previously linked as couple with another client. Followed info to set up the individual file…except there is NO “insurance” data or ‘edit’ for same on the now new individual client file. Attempt to access Live Chat… Nope. Not offered under the help section… Live Chat hours in the program state they are available Mon-Friday 6am -7pm with exceptions of particular days and hours and holidays and none of the exceptions are Mondays at 6:17pm.  

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  Sara

  • April 06, 2022 15:36

  Hi Annita,

  I see that you were able to create a Help Request to receive assistance with this. Additionally, the reason you may not have been able to join a live chat is because our Customer Success Team is currently experiencing higher than normal volumes.

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