Summary

You can add custom text to different areas of the customer portal. This helps you share important information with your customers.

Before You Begin

Think about what you want to tell customers in these areas:

• Reservation and appointment requests
• Deposit policies
• Estimate information
• Service upselling

Steps

Set Reservation Request Text

Enter information to show customers when they request reservations like daycare and boarding.

1. Go to Left Navigation: Admin » Reservation and Appointment Requests.
2. Enter your text in the Reservation Request Text field.

Set Appointment Custom Text

Enter information to show customers when they request appointment-based reservations like grooming or training.

1. Go to Left Navigation: Admin » Reservation and Appointment Requests.
2. Enter your text in the Appointment Custom Text field.

Set Deposit Custom Text

Enter information to show customers on the deposit payment page.

1. Go to Left Navigation: Admin » Reservation and Appointment Requests.
2. Enter your text in the Deposit Custom Text field.

Set Reservation Request Services Text

Enter a message to show customers in a pop-up when they try to request a reservation with no added services.

Tip: Use this field to upsell your services.

1. Go to Left Navigation: Admin » Reservation and Appointment Requests.
2. Enter your text in the Reservation Request Services Text field.

Set Estimate Custom Text

Enter information to show customers when they generate an estimate for their reservation.

1. Go to Left Navigation: Admin » Invoice and Receipt Options.
2. Enter your text in the Estimate Custom Text field.

Set Invoice Custom Text

Enter information to show on the invoice payment page.

1. Go to Left Navigation: Admin » Invoice and Receipt Options.
2. Enter your text in the Invoice Custom Text field.

Set Customer Portal Invoices Custom Text

Enter information to show on the Invoices and Estimates pages in the customer portal.

1. Go to Left Navigation: Admin » Portal Customization.
2. Enter your text in the Customer Portal Invoices Custom Text field.

Related Articles

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• Access the Customer Portal How-To
• Review Customer Uploaded Files How-To