The Customer Portal is an awesome feature that allows your customers to be deeper connected with your company. With the CLIPitc Customer Portal, your customers can request services, view their balance/history, and even pay their bill!

By the end of this manual, your customers will be able to be connected to you as their service provider through our live Customer Portal.

First, log into your CLIPitc account and go to your settings.

Go to the 'Company info' section to ensure that you have the new portal enable.

Enable this option and then click Update to save the change.

Next, click on the Customer Portal Tab.

You will now be in the portal settings window. This is where you can edit the permissions for customers accessing the customer portal and also allows you to add your logo.

The first thing you need to do is activate the parts of the portal you want to utilize.
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​Enable Home tab: Checking this selection will allow the home tab to be seen when your customers login to the portal.

​Enable Payment tab: Checking this will allow the Payment tab to be seen when customers login, or click on a payment link in an email.
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Enable Invoices tab: Checking this will allow the Invoice tab to be seen when customers login, or click on an invoice link in an email.

​Enable History tab: Checking this will allow the History tab to be seen.
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​Enable Service Notes tab: Checking this will allow the service notes tab to be seen.
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Enable Request Service tab: Allows you to let your customers to request services.

Enable Estimates tab: Allows your customers to see estimates that have been created for them
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Enable Documents tab: Allows your customers to manage documents

Enable Logins Allows your customers to login with their portal account on https://portal.clipitc.com/login

Before you send out invites to your customers, you'll want to format your customer invite email by clicking "Edit invitation email." To do this go to the Daily Tab at the top of the page and click Marketing/Emails > Portal Invitation emails.

From here you can write the message you want to appear on the email invite. Please note, the email your customers receive will have a button between your message and the bottom that sends them to the sign up page. The simpler the message the better; keep it short, clear, and to the point. You can use the quick editing options to customize the look, and even use HTML for in-depth editing.

You can also add a document for the customer to view when they log into their account. Simply drag and drop the file here, or use the "Search" option to upload it. This is a great way to keep everything accessible for your customers!

Once you're happy with how it looks just click save!

You can also send a Sample Email to yourself to see exactly how it will look to your customers in their inbox by keying in your email address in the Send Sample Email field and clicking Send Sample. 

*Please note that the sample will not have a clickable link embedded like a real invitation would.

On this same page, you can write your Auto-Charge Emails. This will be sent to them immediately after they make a payment.

In CLIPitc you're given quite a few options in how to customize the look of your portal. You can even modify in HTML, so customization is nearly endless. I won't be going over how to edit in HTML, but I will show you some simple ways to make the portal your own.

To see what the customer portal looks like, you can set your self up as a customer and send the portal invite to your email address. If you need a reminder on setting up a new customer click on the following link.

Once the customer is created, make sure you have a valid email for this customer!

Just click "Send Portal Registration Link".

CLIPitc will then tell you if the registration was sent successfully.

When your customer receives the email, all they need to do is click to Activate Account to be taken to their Portal.

Once they do that, the portal will open up in their browser. From there, they will just need to create a password and click "Sign Up"!

As soon as they enter a strong password the customer portal will open right up for them and they can begin using it to its fullest!

From here they can view their history, pay bills, and contact you to send a note or request a service! See below for an idea of how this will look:

To manage your customers portal accounts click on the , go to Settings in CLIPitc , then click on Customer Portal > "Manage Portal users" Button. The default view will show you all customers that have a portal account along with their email, and autopay status. You can check customers that you want to email, or send a reset password email, then click the button.
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To view your customers that don't have a portal account check the "Show Customers without an account" checkbox.
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If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com. We are more than happy to answer any questions you may have.