For everyone📥 Portal, Import & Reports

Using your agency's request portal (a guide for customers)

For the people who book interpreters: how to sign in, request an interpreter, follow your jobs, and change or cancel them.

Your interpreting agency gave you a link to their request portal. It is where you book interpreters and keep track of them, without phone calls or email chains. Agencies: send this page to your customers.

Step by step

  1. 1Open the link your agency sent you. Enter your name and work email, then click "Email me a sign-in link".
  2. 2Open the email and click the link on the same device. You are signed in.
  3. 3Rather not check your email every time? After signing in with a link, click "Set a password". Next time, choose "Sign in with a password". Forgot it? Ask for an email link and you can set a new one.
  4. 4Click "Request an interpreter". Fill in the date and times, who needs an interpreter, the language, the type of appointment, and where it is. Pick the place from your list if it is there.
  5. 5Add the onsite contact the interpreter should ask for on arrival, with a phone number or an email. "Same as me" fills in your own details.
  6. 6Does it repeat? Under Repeats, choose every week (tick more days if you need them), every 2 weeks, or every month, and the last date. The form tells you how many dates that makes.
  7. 7Attach any files the interpreter should see first, like an agenda or slides: up to 5, 20 MB each. Then click "Send request". Your agency emails you that it is received, and again when it is booked.
  8. 8Once your agency approves you to see jobs, your requests and jobs show in a list (a dashboard on a computer). Each says where it stands: Received, Finding an interpreter, Partly covered, Covered, In progress, Completed, Cancelled, or Declined.
  9. 9To change a job, open it and click "Change this job". A new provider or onsite contact applies right away. A new date, time, language, place or person goes to your agency to approve, and the job stays as booked until they answer.
  10. 10If your agency added more onsite contacts to a job, you see them under "Also on file" when you change it. To change or remove those, contact your agency.
  11. 11To cancel, open the job and click "Cancel this job". For a repeating booking you can cancel just that date, or that date and every later one.

Tips

  • Book the same appointment often? Click "Save these details as a template", then start your next request from it. Your templates are yours alone, and they never save the date.
  • Before your agency books a request, you can edit anything on it, or withdraw it.
  • Cancelling inside your agency's cancellation window is a late cancellation and is usually billed. The portal tells you first and asks you to confirm.
  • A job that has already started can't be changed or cancelled here. Call your agency.
  • Keep the type of appointment general, like Medical or School meeting. Leave diagnoses and health details out.
  • For your privacy, you are signed out after 30 minutes without activity. The list refreshes on its own every minute.
  • Can't see any jobs? Your agency hasn't approved you to see them yet. You can still send requests.

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