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:

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:

• Customer portal guide
• Invite to customer portal button missing
• Turning customer portal access off/on
• Reschedule/cancel limitations for the customer portal

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