We've made it even easier for your customers to sign up to your Customer Portal!
In just a couple simple steps your customers can activate their account and start using your customer portal right away.
Your customers will receive an invite, customized with your branding, via email as shown below.
Once your customers click on 'Take Me There' they will land in your customer portal for registration. Their email address will already be filled in and they will only need to choose a password. That's it! Their account will now be set up and ready to use!
Send Us Your Customer List!
We just need a list of the customers that you'd like to invite to the portal and we do the rest!
Excited to invite your customers to your customer portal in two easy steps?
Download a copy of the customer invite spreadsheet, by clicking here.
Then, email your completed list to info@boatyard.com and we'll take care of the rest!
If you have any questions, reach out by clicking on the chat button at the bottom right of your screen in your Boatyard dashboard. We're always happy to help! 😊