Send customer portal invites automatically

Automatically invite your customers to the portal
Written by Caitlyn baldassarre
Updated 10 months ago

You can choose to automatically send customer portal invite emails once a new customer has successfully made a booking.

The portal invite email will come as a separate email following the booking confirmation email.

Customer portal access MUST be turned 'On' for automatic invites

How to turn on the automatic sending of portal invite emails:

  • Go to Settings -> Booking forms & Communication -> Customer portal
  • Toggle the 'Send portal invite automatically' button to 'On'

  • Click 'Save'

Example of the email your customers will receive:

Considerations:

  • The customer portal invite email may end up in Spam/Junk, please ask your customer to check in those folders if they did not receive it
  • A customer cannot log into the portal if they have not created a portal account
  • Customer portal access MUST be turned 'On' in order to use this feature

Relevant articles:

Do you have more questions about our customer portal? Please reach out: help@modernmaids.com

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