Step 1: When first activating your customer portal, you'll be prompted to save your own unique URL address. We recommend using your company name or a variation of it.
NOTE: Once this is saved it's a permanent URL and can't be changed.
Step 2: Add your installation code
If you'd like the portal widget to appear on your website then you'll need to install the following code before the closing body tag on your website.
For WordPress users, you will follow these steps to install:
Go to the Appearance Menu and choose Editor
Then on the right side menu, choose footer.php, and insert the code at the very bottom before the </body> tag.
Step 3: Using this setting will allow you to turn on or off the complete Portal feature set.
Access Settings to modify the customer's permissions within the portal.
Settings will allow you to show or hide the following areas of the portal.
Manage Payment Options
Invoices
Estimates
Documents
Add Cards & Bank Accounts
Delete Cards & Bank Accounts
The following image gives you a view from the customer's perspective. We've highlighted the areas you can show or hide using the portal permissions.
Step 4: The Portal Widget feature allows you to show or hide the portal sidebar widget on your own website. By default when you install the portal code, the widget will always show. This feature gives you the option to hide it.
The image below shows the widget that will appear on the right-hand side of your website, which can also be hidden.
With the widget hidden, you can use your unique portal URL on any design element (button or link) on your own website. For example, if you create a custom button that says "Manage Account" you would link this button to your unique URL. This will redirect the customer from your website to your portal.
In Settings > Email & SMS Templates > System > you can embed the Portal button and Portal Link email variables directly into your outgoing emails, allowing your customers to access their portal with the click of a button.
Step 5: Activating your contact form
With this feature active, you can provide your customers with a simple way to contact you.
The contact form submissions are sent to your company email as well as placed in the Inbound Leads report.
Online Booking
Online Booking is a separate addon from the Customer Portal, but if you have Online Booking enabled, your customers can book online directly from their portal.
Click here to learn more.
Once your portal is activated you'll have the ability to manage Portal Access with each customer's profile.
The options you can manage:
Updating the customer's login and password on their behalf.
Sending your customer a password reset email.
Requiring your customer to update their password prior to the next login.
Here is a breakdown of the features your customers have access to once they've logged into the portal:
Leaving likely review ratings
Paying the total account balance or individual invoices (Partial payments can be applied to single invoices.)
Leaving service ratings for the last Complete service
Viewing invoice history
Viewing estimate history
Viewing document history
Manage and update their credit card on file
Manage and update their portal login and password
