Care Plan Template
Welcome to your care plan portal
This is where your site updates, backups, and change requests live. Use the request form whenever you need something, and check the monthly summary to see what has been done.
Your plan: [plan name]. Point of contact: [contact name] at [your email].
Setup note: Replace the bracketed details and delete this note before sharing.
[Client name]Client
[Plan name]Plan
[Point of contact]Point of contact
Your Plan
What is included, and how to ask for changes.
Your PlanWhat is included each month.
Request a ChangeNeed something updated? Send it here.
Request a ChangeNeed something updated? Send it here.
Setup note: Embed your request form, or use the Client Upload module so clients send changes with files attached.
You cannot upload files to a public portal.
This MonthWhat we have done, and what is left in your allowance.
Reports and Resources
Reports, guides, and ways to upgrade.
ReportsBackups, updates, and uptime.
ReportsBackups, updates, and uptime.
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View reports #Open
Setup note: Link your monitoring and backup reports, or attach a short monthly summary.
Guides and ResourcesHow-tos for common requests.
Upgrade OptionsNeed more? Here is how to add hours or move up a plan.
Upgrade OptionsNeed more? Here is how to add hours or move up a plan.
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See upgrade options #Open
Setup note: Link to your upgrade or checkout page.
Need a hand with anything?
- [your phone]
- [your email]
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