How To Set Your Customer Portal Options

Under the "Customer Portal" tab of the "Settings" page, select the "Edit Settings" tab.

Select either "Public" or "Private" View Access by clicking on the corresponding button. Public View Mode allows anyone who visits your customer portal to view the services that are available and book an appointment. In Private View Mode, only users that have a registered account can view services and book an appointment. They must enter their username and password to login into your customer portal.

Regardless of wich view is selected, you must determine whether you want clients to be able to create an account online or not. When customer registration is enabled, clients can register their own account by completing a form with the following minimum information: Name, Email Address, Password, and Telephone Number. If this feature is disabled, customers must call you in order to set up an account and be able to book appointments online through your portal.

Don't forget to click the "Save" button at the bottom of the page to confirm your changes.