Lesson 3 – Customer Portal

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 (Optional)

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

Step 4: 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.

Click here for the full Knowledge Base article.