Introduction

In Gingr, you can add custom pieces of text/information to different areas of the customer portal. This allows you to more effectively communicate important pieces of information to your customers.

Before you get started, take a moment to think about any important pieces of information you want to communicate to customers in the following areas:

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

Configure Custom Location Text

You have the ability to configure the following fields:

• Reservation Request Text: Enter any information that you want to display to customers when they request reservations like daycare and boarding.
  
  
  • Edit this by going to Left Navigation: Admin » Reservation and Appointment Requests.

• Appointment Custom Text: Enter any information that you want to display to customers when they request appointment-based reservations like grooming or training.
  
  
  • Edit this by going to Left Navigation: Admin » Reservation and Appointment Requests.

• Deposit Custom Text: Enter any information that you want to display to customers on the deposit payment page.
  
  
  • Edit this by going to Left Navigation: Admin » Reservation and Appointment Requests.

• Reservation Request Services Text: Enter in any messaging that you want to display to customers in a pop-up message when they attempt to request a reservation with no added services.
  

  Reference:  Use this field to upsell your services!

  • Edit this by going to Left Navigation: Admin » Reservation and Appointment Requests.

• Estimate Custom Text: Enter information to display to customers when they generate an estimate for their reservation.
  
  
  • Edit this by going to Left Navigation: Admin » Invoice and Receipt Options.

• Invoice Custom Text: Enter information to display on the Invoice payment page.
  
  
  • Edit this by going to Left Navigation: Admin » Invoice and Receipt Options.

• Customer Portal Invoices Custom Text: Enter information to display on the Invoices & Estimates pages on the customer portal.
  
  
  • Edit this by going to Left Navigation: Admin » Portal Customization.

Related Resources

• Customer Portal 2.0 Topic Outline
• Access the Customer Portal How-To
• Review Customer Uploaded Files How-To