Step 1: Enabling Your Point-of-Rental Customers for the Customer Portal

Before allowing your account customers to register on the Customer Portal, you need to make sure the following is entered in your Point-of-Rental Customer Records (via File Maintenance – Customer File)
 

o  Primary Phone # (must be unique – FYI, primary phone #s will be used as the username to register & log into your Customer Portal)

o  Email address

o  ZIP/Postal Code

o  “Customer Web Portal” enabled (under Accounts tab)

o  Account Customer must have at least one contract or quote. (Customers with no history will not be able to register/access the Customer Portal)

o  Note: your Customer Portal supports Account Customers only (“Cash Only” customers will not be able to register/access the Customer Portal)

Please follow these steps to set up at least one account customer (up to 25 customers), then click on the “Update Site Data” button from POR Config -> Other Updates -> Update Website, and let us know the customer name(s) & customer key #(s) which you enabled. 

Our team will then complete the setup/design/testing of your Customer Portal and provide you with a preview to the portal.



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