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How to invite customers to access the customer portal when; i) creating a call in booking or ii) creating a customer

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.

In this article we explain 2 other ways to invite newly created customers to access the customer portal. Scenario 1 - Through the Call-in booking process or Scenario 2 - Through creating a new customer manually. To learn more ways to invite customers, click here.

Scenario 1

To get started, navigate to your All-in-1 E-Commerce dashboard then Create Booking

Check the New customer option

Finally, move the Invite Customer to Customer Portal setting to Yes

That's it! Now your customer will automatically receive their Customer Portal invite as soon as you finish creating the booking.

Scenario 2

To get started, navigate to your All-in-1 E-Commerce dashboard then Create Customer

Fill in all the required information to create a new customer. Toward the end, set the Invite Customer to Customer Portal option to Yes. Finally, click Create Customer

Congratulations! Your new customer will receive their Customer Portal invite within the next few minutes.

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