Customer Portal Interaction Settings (Reference)

Summary

System-wide settings control what customers can do in the Customer Portal. Review each one and set it to fit your business.

What This Does

Think about how much you want to allow. For example, do you want customers to request reservations when you are over capacity, so you can waitlist them or follow up? Do you want customers to request reservations if their pet's immunizations will expire during the stay?

Setting Description
Allow customers add to wait list Lets customers add reservations to the waitlist if your location is at or over capacity.
Allow customers create options forms Lets customers create a new breed record when they create or edit their pet's profile. New breed records show to all customers.
Allow customers to use multiple promotions Lets estimates in the Customer Portal get discounts from more than one promotion, if all are valid for the booking.
Allow customers to view estimates Lets customers create estimates or view estimate invoices.
Allow new customer registrations Lets new customers register online.
Allow same day reservation requests Lets customers request reservations that start the same day.
Customers can enter weight Lets customers see and edit animal weights when they edit animal details.
Next day reservation request cutoff Stops customers from requesting reservations for tomorrow after this time. Enter the time in 24-hour format.
Override new customer registration password Requires new customers to enter this password before they can register online.
Owner files default visible to customers If you turn this on, files uploaded to a customer's account are visible to them in the Customer Portal by default.

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