It's easy to invite your customers to your Customer Portal! Once your customer has activated their account in the portal, they will be able to easily request service, pay their invoices, accept estimates, view their order history, and more!
Once your customer receives the Customer Portal invite all they need to do is click the link in the email and then pick a password. All their account information and order history from Boatyard will automatically be added to their new portal account.
Click here to learn how to send bulk customer portal invites to your customers.
How to Send a Portal Invite
First, you will want to go to the CUSTOMER section in the Boatyard dashboard.
Next, search for and select the customer that you would like to invite to the portal.
Next, you will click on the INVITE TO PORTAL button next to the customer information on the Customer Profile screen.
You will then be asked to confirm that you would like to send the invite email to your customer. Click INVITE to send the email.
Your customer will now receive an email with a link to your portal, and all they need to do is pick a password to activate their account!
Please note: You can only send an invite to a particular customer once every 24 hours. If your customer has not accepted the invite, the INVITE TO PORTAL button will be inactive for 24 hours and then you will be able to resend the invite.
If your customer already has an account in your portal the button will be replaced with IN PORTAL, so you don't need to worry about sending an invite to customers who have already set-up an account.
