Understanding the customer portal

Understanding the customer portal


Customer Portal Basics


Overview

This module introduces the Customer Portal, a self-service area where customers can view quotes, bookings, and invoices, and take actions such as making payments or requesting new quotes.

1. What Is the Customer Portal?


The Customer Portal is a secure online dashboard where your clients can:

  • View upcoming and past bookings

  • Review and respond to quotes

  • Access and pay invoices

  • Download or print booking documents


This streamlines communication, reduces support requests, and improves payment collection.

2. Activating a Customer’s Portal Access


Step-by-Step Instructions:

  1. Go to the Contacts section.

  2. Open the contact record (e.g., Joe Cardino).

  3. Click Send Activation Email.


The system will:

  • Email the customer a temporary password and portal login link

  • Prompt them to create a permanent password when they first log in

3. Customer Login Experience


Upon login, customers will land on the Bookings tab.


Tabs Available:

  • Bookings

  • Quotes

  • Invoices

4. Bookings Tab


Customers can:

  • View upcoming and past bookings

  • Click into a booking for detailed info

  • See the outstanding balance

  • Click Make Payment to pay directly from the portal

5. Quotes Tab


Customers can:

  • View current and historical quotes

  • See quote status (e.g., booked, expired)

  • Filter by date range

  • Take action:

    • Accept a quote

    • Reject a quote

    • Request changes or new quotes

6. Invoices Tab


Customers can:

  • View open or paid invoices

  • Click Make Payment to pay invoices online

  • Click Print Invoice to generate a PDF


PDF Includes:

  • Invoice breakdown

  • Payment history

  • Outstanding balance

  • Terms and due dates

7. Benefits for Customers and Staff

  • Convenient: Reduces need for phone/email follow-ups

  • Efficient: Encourages faster payments and quote responses

  • Transparent: Customers have full visibility into their history

Best Practices



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