Customer Portal Setup

Modified on Tue, 02 Jan 2024 at 04:06 PM

*** Available Only on Desktop ***

Impress your customers with your own company branded customer app. Customers log into their personalized portal to view everything pertaining to their account.

To enable to go More > Add–On’s and enable Customer Portal.

You can set the name that will appear for your customers when they view, and set a logo for the Customer Portal to appear as on their phone.


Once you have done this, you can invite customers to download or view their portal. Each URL is specific to the customer. 

To invite individual customers, go into Sales > Customers and view a customer you would like to invite.

Now you will be able to copy and paste the URL to your customer, or you can “Send Invite” to have it emailed to them.

To invite multiple customers at once, you can go to Marketing > Email Blast. 

You can compose your email, and then click "Insert Placeholder" and select "Customer Portal" to insert into the message and send!

Here is a video showing you how to do this.

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