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Support -> How To Set Your Customer Portal Options
How To Set Your Customer Portal Options
Step 1. Select the View Mode for Your Portal
After selecting the Customer Portal tab in the Settings page, select either "Public" or "Private" by clicking on the corresponding button. The customer portal can be set either to Public View Mode or to Private View Mode. Public View Mode allows anybody who visits your customer portal to be able to see the services that are available for online scheduling. It allows a visiter to select a service and choose a date and time to book. In Private View Mode, only users that have a registered account can view services and select a date and time to book. The must enter their username and password to login into your customer portal.
Step 2. Select Whether Customers Can Register an Account Online
For either Private View Mode or Public View Mode, select whether customers can register an account online through your portal by clicking on the corresponding button. When customer registration is enabled, customers can register their own account by completing a form with the following minimum information: Name, Username, Email Address, Password, Telephone Number, and Timezone. 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.
Step 3. Save Your Changes
Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
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Appointment scheduling software for your service-based business.