How to set up the customer portal [Video]

In this training video, you can learn how to set up the customer portal. This includes creating the different contract stages, adding product information and allowing the customer to confirm appointments

In Brief

  • Please speak to AdminBase Support to enable the customer portal on your account

  • Navigate to Settings → Company Settings → Contract Type Defaults, select a contract type and open the Customer Portal tab

  • Make sure the Enable Customer Portal for this Contract Type checkbox is ticked

  • Enter the different contract stages that you would like to include, and chose which action on the checklist each item is linked to

  • Navigate to Settings → Products and choose the Customer Portal Text to show for each product

  • Open a Contract and within the Finance tab, mark the invoice that have been paid using the Clear checkbox

  • Within the Fitting tab, tick the Confirm in Customer Portal checkbox next to a fitting appointment that hasn't yet been confirmed

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