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TROUBLESHOOTING OPERATE
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A Customer Is Unable to Book on the Operate Portal
A Customer Is Unable to Book on the Operate Portal
Stuart avatar
Written by Stuart
Updated over a week ago

Please check the customer's Account record and which Client Type is associated to it. Learn more about Managing Accounts and Client Types

Next, go to the Operate Settings > General > Organizations > Client Types. Select the corresponding Client Type and ensure that one of the available customer types is selected. 

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