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