Customer Portal & Online booking

Give your customers access to either a secure portal where they can login and view information or provide an online booking form or link where anyone can book 24/7

6 articles in this collection
Written by Damien Knight and Dan S

Customer Portal

Customer Portal overview and setup

How to setup and give your customers access to the customer portal

Written by Damien Knight
Updated over a week ago

Using the customer portal

How to use the customer portal - what you and your customers see

Written by Damien Knight
Updated over a week ago

Customer portal statuses

Adding, updating and using custom and system statuses in the Customer Portal

Written by Damien Knight
Updated over a week ago

Customer Portal Messaging

Message your customers internally within a job or Quote

Written by Damien Knight
Updated over a week ago

Online Booking form

How to use the Online Booking Form

How to use the self service Online Booking Form to allow your customers or potential customers to request jobs 24/7

Written by Dan S
Updated over a week ago

Setting up the Online Booking Form

How to set up your self service Online Booking Form so customers can book jobs with you

Written by Dan S
Updated over a week ago