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    Customizing your Client Portal

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    This article will focus on step by step instructions on how to customize your Client Portal.  

    Specifically, we will cover the following areas:

    Navigate to Online Presence>Client Portal.

    Click on Edit Client Portal.

    Edit_Portal.png

    That will open a window which takes you to the Client Portal Editor.

    Portal_Editor.png

    On the right side panel, you will see the Client Portal Settings.

    Portal_Settings.png

     

    Business Profile

    • This is where the business goes in to change the following features in their Client Portal: Business Name, Short business description, Business Image, About Us text and About image and Show Recommend Box setting.
    • Business_Profile.png

     

     

    Action Buttons

    • This is where you can add Action Buttons to your Client Portal.
    • For each option, you can click on the 3 dots on the right side, and you will be able to:
      • Edit
      • Delete
      • Hide
      • Grab Link
    • You can click and drag on the action buttons to reorder how they appear in the Client Portal.
    • Action_Buttons.png
    • From there you can select the following options:
      • Make a payment - publish ability to pay
        • Update action settings 
          • Text displayed on Button
          • Description
          • Pre-fill the pay for
          • Pre-fill the payment amount
      • Edit_payment_action.png
        • Update Button Style
          • Update Style
          • Select using theme color
          • Select Icon
    • Edit_payment_button.png
      • Get Directions - Adding a map to client portal
        • Update action settings 
          • Button Text
          • Description
          • Use business default address setting
        • Edit_Map_Action.png
        • Update Button Style
          • Update Style
          • Select using theme color
          • Select Icon
        • Edit_Map_Button.png
      • Schedule Now - Ability to book an appointment or event
        • Update action settings 
          • Button Text
          • Description
          • Update Scheduling Settings
          • Select service
            • Ability to set it up to let them select or pre-select for a customized scheduling button.
          • Select Staff
            • Ability to set it up to let them select or pre-select for a customized scheduling button.
        • Edit_scheduling_action.pngservice_option_list.png
        • Update Button Style
          • Update Style
          • Select using theme color
          • Select Icon
        • Edit_scheduling_buttons.png
      • Click to Call - Mainly used on mobile.  Shortcut to call the business.
        • Update action settings 
          • Button Text
          • Description
          • Assign phone number (default or custom)
        • Edit_Call_Action.png
        • Update Button Style
          • Update Style
          • Select using theme color
          • Select Icon
        • Edit_Call_Button.png
      • See What Your Clients Have to Say - Youtube button
        • Update action settings 
          • Button Text
          • Description
          • Assign phone number (default or custom)
        • Edit_YT_Action.png
        • Update Button Style
          • Update Style
          • Select using theme color
          • Select Icon
        • Edit_YT_Button.png
      • We'd Love to Hear from You - Contact Button
        • Update action settings 
          • Button Text
          • Description
          • Assign phone number (default or custom)
        • Edit_Contact_Action.png
        • Update Button Style
          • Update Style
          • Select using theme color
          • Select Icon
        • Edit_Contact_Button.png
      • Additional Action Buttons
        • You can add additional action buttons by clicking on the Plus sign next to Action Buttons or on Add Action at the bottom of the Action Buttons panel.
        • Action_2.png
        • Add_action.png
     

    Theme

    • This is where you select the background image and color scheme for your client portal.
    • Theme.png
     

    Contact Info

    • Setup of the Contact Info to appear on the Client Portal.
    • Contact_Info_Portal.png
     

    Client Portal URL

    • Provides you the link to the Client Portal URL
    • Allows you to customize the link
    • SEO setup - Allow search engines to include your site in search results
    • Client_Portal_URL.png

     

     

     

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