Enable Customer Portal Links (How-To)

Article Details

Summary

Customer Portal Links add custom buttons to the Customer Portal. They can point to any webpage, so pet parents get quick access to resources such as third-party sites.

Before You Begin

Decide which links you want customers to see and where they lead. You can link to any webpage, inside the portal or on an outside site.

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.

    Customer Portal Links section with Add button.

  3. Enter the URL. Use the full address, starting with https://, http://, or www. For example, to link to Communication Preferences in the portal, enter https://yourbusinessname.portal.gingrapp.com/#/secure/account/communication-preferences.

    URL field filled in with a portal address.

  4. Enter the Label. This is the text on the button. The label shows in the Customer Portal like this:

    Customer Portal link button with its label.

    Customer Portal menu with the new link.

  5. Turn on Open in new tab if you want the link to open in a new tab.

    Open in new tab setting.

  6. Enter a Display Order number for the button. All buttons show after the Facility Website button (set in Admin » Location Info) and before the Logout button.

    Display order of portal buttons.

Tip: The "style" setting for links is outdated. Ignore it when you set up links.

Optional System-Wide Settings

While you set up portal links, you can also control which other Customer Portal features show. These settings apply to all locations.

  • Allow Package Purchases from the portal? If off, Gingr hides the Shop Packages page.
  • Allow Retail Purchases from the portal? If off, Gingr hides the Shop Retail page. Retail is for in-store pickup.
  • Allow Subscription Purchases from the portal? If off, Gingr hides the Shop Subscriptions page.

    Portal purchase settings.

  • Show Rates section on the portal? If off, Gingr hides the View Rates page.
  • Show Reward Points balance on the portal? If off, Gingr hides the Reward Points page. Turn this off if you do not use Gingr Loyalty Rewards.
  • Show Webcams link on the portal? If off, Gingr hides the Live Webcams page. Turn this off if you do not use webcams with Gingr.

    Portal rates, rewards, and webcams settings.

These screenshots show where the buttons appear in the Customer Portal:

Shop interface with various options.

Account management dashboard with icons.

Website menu with search and view options.

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