Utility Billing Get Started 8 - Setup Customer Portal
Hi This is Zac Kibria and this video on how to Setup Customer the Portal. The Customer portal is an amazing tool which allows your customers to login, check their statement, pull pdf statements, view usage graphs and pay bills online. They can even enter final meter readings and move out on their own.
In this video, I will be showing you how to enable customer portal access as well as how to configure the customer portal settings.
Let’s start with the steps to enable customer portal access for individual customers. First you will want to look up top and click the Customer tab, fill in all the details (James Dean, # 1-8000 001-0003). Next you will want to scroll down till you see the Customer Portal Section and here you will click the allow access button to enable to portal. Next, in the field underneath you will set a password for when you login to the portal. Lastly go down to the bottom of the page and click the Blue Save Customer button to save these changes,
Awesome so now we have enabled the customer access to the customer portal. Next we will want to configure the customer portal settings. The customer portal settings enable users to customize the display of sections within the portal.
To change the customer portal settings the steps we need to click the Click Admin tab and then Under Miscellaneous select Customer Portal Settings.
In this next screen, you will see that there are 3 main areas of interest here: Customer Portal Settings, Work Flow Settings, FAQ Page Editor. Let’s tackle these areas one by one and see how to set them up. Alright well first want to deal with the Company Logo URL. To do this, it is recommended that you upload the logo online and then link the website URL in the blank field.
Great, now underneath you will notice the Pay now URL field. This is where users should input their previously setup Customer Payment Link (From Braintree Payment Gateway Setup).
So, to retrieve the Pay Now URL there are a few steps you need to complete. First, click on the admin tab, look under payment gateway and click Group Payment. Next you will want to scroll down to the customer payment page and click the green Customize payment button to retrieve the URL. (This will only be enabled and visible if you could log in with your Braintree logins correctly). Lastly click the blue save button. It’s important to note here that users can check all modifications made to the customer portal by selecting Go to Customer Portal at any time (This will only be possible if at least one customer’s portal access has been activated.
So now that that section is over look a little further down the page to Work Flow Settings. This section allows customers using the customer portal interface to log complaints, provide feedback, advise on payments, as well as many other options. Click the blue button to edit the flow.
Lastly we are going to be looking at the FAQ page editor. This area is where users can create their own FAQs for customers. This page is HTML so you can customize the page however you would like it to look. Once you are done click Save Page.
Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.