Customer Portal
6 articles
- Customer Portal: OverviewThe Customer Portal gives your customers one secure page with everything about their lead or job, so they can review, book, pay and track their move without calling your office.
- Setting Up the Customer PortalChoose what your customers see in the Customer Portal and how it looks, using simple toggles, cards and checkboxes.
- What Customers See in the Customer PortalThe Customer Portal is organised into tabs. Each tab shows information from the job in the CRM, and some tabs let customers add information too.
- Sharing the Customer Portal Link with CustomersEach lead and job has its own Customer Portal link. Add the portal link merge field to your templates so every customer automatically receives the correct link.
- Setting Up Booking Confirmation Steps in the Customer PortalBooking confirmation steps are the steps a customer completes in the portal to confirm their booking. The steps you set up here are exactly what your customers will see.
- How Customers Book, Prepare and Request Changes in the PortalThis article explains what your customer sees as they book their job, prepare for service day and request changes in the Customer Portal.