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How to Auto Invite new customers, originating from any Live Pricing & Real-Time Booking Page to create a customer login on the Customer Portal?

Discover how to automate Customer Portal invitations for new customers

Philippe Drolet avatar
Written by Philippe Drolet
Updated this week

The Customer Portal makes it possible for your customers to securely login in to their customer account on your website. To learn how to more about what is a customer portal and how to install it on your website click here.

For a full menu of Customer Portal setups, features and how to invite customers to create their access click here.

This article specifically explains how to set up an automatic invitation to send to customer when the customer creates a booking made through one of your Live Pricing & Real-Time Booking Pages. For each booking page you can set/select if you want an automated email invitation to be sent to your new customer. You can choose to automatically invite these new customers to the portal, or opt to send the invitation later.

To learn about other ways to invite customers to the Customer Portal, click here.

To get started, go to your Advanced Booking Pages

Next, click the View or Edit icon next to the Live Pricing & Real-Time Booking Page where which makes it possible to edit your individual booking page settings

Click on Settings

Click on General Options

Under Customer Settings, toggle the switch to Yes to automatically invite new customers to the portal, or No if you prefer to send invitations manually

Finally, hit Save

Congratulations! You've successfully updated the setting for that Live Pricing & Real-Time Booking Page. If you wish to turn this setting off for all of your Live Pricing & Real-Time Booking Pages at once, go to your main Settings

Then click on Notifications

Finally, under the Other section, set Invite new web booking customers to the Customer Portal to No. Then, click Save to apply your changes

That’s it! You’ve now learned how to manage automatic customer portal invitations from your Live Pricing & Real-Time Booking Pages.

Still need help? Click the chat icon in the bottom-right corner of the screen to start a conversation with us.

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