Summary

You can add custom text to different areas of the Customer Portal. This helps you share important information with customers.

What This Does

Before you start, think about what you want to tell customers in these areas:

• Deposit policies
• Estimates
• Reservation and appointment requests
• Service upselling

Configurable Fields

• Reservation Request Text: Shows on the left of the page when customers request reservations such as daycare and boarding.
• Appointment Custom Text: Shows on the left of the page when customers request appointment-based reservations such as grooming or training.
• Estimate Custom Text: Shows when customers create an estimate for their reservation.
• Reservation Request Services Text: Shows in a popup when customers try to request a reservation with no added services. Use this field to promote your services. Leave it blank if you do not want a popup.

Where to Find It

• For Reservation Request Text, Appointment Custom Text, and Reservation Request Services Text, go to Left Navigation: Admin » Reservation and Appointment Requests.
• For Estimate Custom Text, go to Left Navigation: Admin » Invoice and Receipt Options.

Related Articles

• Customer Portal Interaction Settings Reference