Customer Portal Links (Legacy)

Kathryn H.
Kathryn H.
  • Updated

Overview: What are we talking about?

In Gingr, customers can perform a variety of different actions from the customer portal. With customer portal links, you can decide what the most pertinent actions are and set it up so that they appear on the homepage of the customer portal.



Helpful Hints: Before you begin.

  • Before you get started, think through what actions you want to appear front and center on the homepage of the customer portal.

  • Explore the customer portal before continuing to see what areas of the customer portal are possible to link to with this feature.

  • By default, Gingr will provide a link for customers to edit their profile or upload immunization files to their account.



Set it Up: Let's get started.

  1. Navigate to Left-hand Navigation: Admin » Portal Customization.
  2. In the Customer Portal Links section, +Add or Edit (pencil icon) a customer portal link and configure the following fields:

    • URL: Enter the URL of the page that you want to link to. It is only necessary to enter the portion of the URL that comes after gingrapp.com in this field.

      • Only enter the portion of the URL that comes after “gingrapp.com”. For example, the link for the View Reservations page is https://www.businessname.gingrapp.com/front_end/reservations meaning you would only enter “/front_end/reservations” into the URL field.

    • Label: Enter the text that should be displayed on the button for this link.

    • Style: Choose a color that you want to highlight the button.

    • Open in new tab: If enabled, this link will open in a new tab.

    • Display Order: enter the order number that you want this button to display.

      • All buttons will display below the blue Request Services button.

 

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