You can apply several standard customizations to the Customer Portal to create a visually appealing interface and streamline booking system management. Incorporating your company’s colours and logos helps reinforce brand identity.
In This Article
To access these Customizations go to Settings > Customer Portal.
Then navigate to Portal Customization in the left side menu.
URL
Portal URL - This lets our program know where you have placed the customer portal. This is not required and would normally only have a value if you have used the portal code to embed the customer portal. e.g. if you have embedded the portal on a book now page, then grab the URL of that and put it into here. This value is used in emails/sms templates wherever the placeholder for {portal_link} appears.
Terms & Conditions
Portal Terms Link - If you require your customers to tick a box before logging in then put the URL of the document you wish them to agree to here. Please note: this is not directly related to the digitally signed terms and conditions in our program. It accepts a sign by mouse or finger on touch screen.
Portal Customer Terms - This will force your customers to sign the terms and conditions upon entering the customer portal and prior to making any bookings.
Portal Require Booking Terms - This will force your customers to sign the terms and conditions as part of the booking process.
Portal Auto Cancel Terms After - Enter the number of minutes to allow the customer to sign the terms and conditions. Used in combination with require booking terms by having a countdown timer to force them to sign. This prevents the situation where a customer adds a booking then closes their browser before signing the terms and conditions. (Bookings will be cancelled if an invoice has been created, otherwise they will be deleted).
This message is shown above the terms and conditions section. It includes a countdown timer that indicates how much time is left for the customer to review and sign.
Countdown and Expired message showing on the bookings tab in the customer portal.
Portal Booking Cancel Terms Message - Displays a message prompting the customer to review the cancellation terms before confirming their booking cancellation request.
Login
Portal Registration Code - Allows you to define a code that customers must enter when registering through the customer portal.
Portal Prevent Registration - Prevents any new customer from registering an account through the customer portal. Please be aware that with this setting on, all new clients will need to be added manually through the admin system.
Portal Prevent Not Welcome - Customers ticked as Not Welcome on their customer profile will not be able to login to the customer portal with the email address on that profile.
Portal Remember Me - Offers a remember me option on the login screen (where the browser allows it) to remember the email address of the customer logging in.
Portal Opening Hour Mobile Warning - When enabled will show the opening hours message when logging in to the portal via a mobile.
General
Portal Require Mobile - Require that customers registering include a mobile number.
Portal Require Address - Require that customers registering include their address.
Portal Require Vet - Require that customers registering include their vet details.
Portal Require Emergency Contact - Require that customers registering include their emergency contact details.
Portal Lead Source - Show options for how the client found you e.g. google, word of mouth etc.
Portal Instagram Registration - Displays an Instagram field during customer portal registration, allowing customers to add their Instagram handle to their profile.
Portal States - Show States in the customer portal. Usually only turned off for countries where States are really not applicable e.g. New Zealand.
Portal Icons - Show Icons on the tiles for the various services - boarding, daycare, grooming etc.
Portal Gallery - Show pet photos on the customer portal. Photos will only appear if they were added to the customer’s account by an admin and marked for display.
Portal Availability - Allow customers to check availability before or after they have logged in.
Portal Availability Count - Show a count of the number of spaces available for the specific pen type and the date range selected
Portal Availability Unavailable -When enabled will show Unavailable alongside the items when a customer checks dates for availability. When this option is turned off, no items that are unavailable will show and will be replace with the wording set up in the template under Settings > Emails, Sms & Wordings > Other Wording > No Availability
- When enabled
- When disabled
Portal Location Manual Select - Instead of automatically selecting the default location, the customer will need to select the location every time when checking availability or making bookings. Only applies for Multi-Site plans.
Portal Location Filter Force - When enabled, this setting removes the Location selection field from the Customer Portal. The portal will default to a specific site, as defined by the Multi-Site Portal Code or Link used. This is typically applied when directing customers to site-specific portals via your website (Multi-Site Plan users only)
Portal Item Type Manual Select - Leaves the Item/Pen Type field blank during booking, requiring the customer to manually choose an option.
Wordings
Portal Customer Registration Text - Displays on the registration form page when new customers enter their details to create an account.
Portal Dashboard Message - A Portal Dashboard Message appears on the customer’s dashboard when they log in. After they dismiss it, it will not show again until a new message is published, at which point it will reappear.
Theme
Portal Theme Colour - Select or enter the colour that matches the colour scheme of your business. Press the little coloured square to bring up a colour picker.
This determines the colour scheme applied to primary tiles and action buttons within the customer portal interface.
Once edited press the button bottom right.
For More Information
On information about linking the customer portal to your website view - Connecting the Customer Portal to Your Website
On information about editing wording for terms & conditions click - Terms and Conditions
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