Set Up Your Customer Portal

Setting up your customer portal allows you to create a branded, personalized experience for your customers. By customizing the logo, color scheme, display options, and social media links, you ensure your portal reflects your business identity and makes it easy for customers to connect with you. Customizing these settings can help improve customer engagement and trust.

To set up your customer portal

1. Click Settings in your account dashboard. The settings menu opens.
2. Select Customer Portal from the settings menu. The customer portal customization screen appears.
3. Update your portal logo. The new logo is displayed in the portal preview. Note: Use a high-resolution logo for best results.
4. Choose your preferred color for the portal. The portal preview updates to show the selected color scheme.
5. Adjust display options to match your brand. The portal layout changes according to your selections.
6. Decide whether to display your phone number or address. The portal preview updates to show or hide these details based on your selection. Note: Displaying contact information can help customers reach you easily.
7. Add your social media links (Instagram, Facebook, TikTok). The portal preview shows clickable icons for each social media platform. Important: Double-check that each link is correct to ensure customers are directed to your official profiles.
8. Review your updates in the portal preview. All changes are visible in real time.
9. Click Save Changes to apply your customizations. Your customer portal is updated with the new settings. Important: If you do not click 'Save Changes,' your updates will not be applied.