Set Up Request Links for the Customer Portal (How-To)

Article Details

Summary

Customer Portal request links let you choose which types of reservations customers can book from the Customer Portal booking page.

New booking request form interface.

Steps

  1. Go to Left-hand Navigation: Admin » Portal Customization.
  2. In the Customer Portal Links section, select +Add. To change a link, select the pencil icon.
  3. Enter a Title. This is the text in the dropdown list for this category. For example, "Daycare & Boarding Reservations," "Grooming and Private Training Appointments," or "Group Classes."
  4. Enter a Description of the reservations or services customers can request with this option. You can add more custom information for requests in Admin » Reservation and Appointment Requests.
  5. Enter the Button text. This is a leftover option from the Legacy Customer Portal. Ignore it or make it match the Title.
  6. Enter the Button URL. Enter only the part of the URL that comes after gingrapp.com. There are three options:
    • For new reservations, use /front_end/reservations/add. This page is for multi-day or single-day reservations that are not appointment based, such as boarding and daycare.
    • For new appointments, use /front_end/appointment. This page is for single-day reservations that are appointment based, such as grooming and training.
    • For group class enrollment, use /front_end/group_class_register. This page shows all your group classes and lets customers enroll.

    These are the only three options for portal request links. You cannot split them into more categories.

    Request Links table with options and actions.

  7. Select any request link for a service you do not offer, then select the Delete button at the top of the list.

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