Your customers can sign up for a portal account from the 'Review & Pay' option on the emailed invoice or you can initiate the invitation.
Hauler initiated invitation -
From the customer's profile, select the paper airplane option next to Customer Portal
In the pop up form, enter a first name (this is so that we can create a more personalized email to your customer) as well as their email address.
The link that is sent to your customer is unique to their profile
You can save the information added to the customers contact if you wish
What the customer sees after you have invited them to the portal -
Customer will select ACTIVATE ACCOUNT and will be directed to the portal page.
They will select the option to sign in with Email or with Google
Email:
Customer will enter their email address, Full Name & create a password. Once created they can log in to their account.
Google:
A pop up will ask to sign into an open Google account or they can use another. The credentials to login will be specific to that Google account.
**Once a user has logged in with Google credentials they will no longer be able to log in with email and password and will always need to use the Google credentials. A new invitation can be sent to your customer if they need to use their email and password to login.
Customer Initiated Invitation -
When you send an invoice through email, the details in the body of the email are specific to your business only, with no Hauler Hero identification. The Review & Pay Online button will direct the customer to the portal sign in. If they do not have a portal account yet, they can select the sign in with email and will be prompted to create an account.
While sending the customer an invitation to the portal, if you see an error "Validation Failure occurred" this indicates there is an issue in the way the email address was saved. Typically this indicates there is a space saved in the address or an invalid character. Please update the email address and try again.
Located in the customer profile is a URL that is specific to the customer. This was added for the rare case that the customer cannot receive the invite via email.
Please only share this link with the specific customer and do not share as a general sign up link.
