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  2. Utilizing the Customer Portal
  3. Utilizing the Customer Portal

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Articles in this section

  • How Do I View and Manage My Tickets in the Customer Portal?
  • How to Log In to the Customer Portal for the First Time?
  • Submit a Support Ticket
  • Video: Customer Portal Overview

How to Log In to the Customer Portal for the First Time? Follow

Use this article when a user needs to log into the PerfectServe Customer Portal for the first time. This covers navigating to the Support section, and choosing between getting a password (existing contacts) or signing up (new customers).

Use Case

User needs to log into the Customer Portal for the first time and isn't sure whether to request a password or sign up as a new user.


Logging In

  1. Go to https://perfectserve.com.
  2. Select the "Support" icon from the top right. 
    Support icon
  3. Choose "Sign In" from the top right.
  4. On the login screen, choose one of two options:
    • Option 1: Have you emailed PerfectServe Support before? If so, you are most likely already set up as an end user in our system and simply need to choose "Get a password."
    • Option 2: If you are a new PerfectServe customer or have never before contacted our Support team, choose "Sign up." 
      Get a password option Sign up option
  5. Follow the instructions provided on the screen for the option you chose.
  • Customer Portal User Guide (PerfectServe) - December 2024.pdf
    100 KB Download
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Related articles

  • How Do I View and Manage My Tickets in the Customer Portal?
  • Video: Customer Portal Overview

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