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How Do I Set Up the Customer Portal?

IN THIS ARTICLE:
Learn about the different options under SETTINGS>CUSTOMER PORTAL SETTINGS, and how they are used to control what your customers see when they log into your Customer Portal.

What are the Customer Portal Settings?

The options under SETTINGS>CUSTOMER PORTAL>SETTINGS primarily control how the Customer Portal will appear to your customers when they log in. You can view more information about each setting and how it works below:

Settings

  • Enable Customer Portal – This option will enable/disable the Customer Portal for your account.
    • When enabled, all features of the Customer Portal will be available, including the checkout reservation system.
    • When disabled, customers will see a message that your Customer Portal is currently unavailable.

News & Announcements Slideshow

The News & Announcements Slideshow allows you to control the order in which News & Announcement items appear in the slideshow that is displayed on the Customer Portal landing page.

NOTE: In order for news items to be included in the slideshow, "View in Customer Portal" must be enabled for the item within your news articles.

Welcome Text

Text entered here will appear as a popup message for all visitors upon accessing the Dashboard. You can also use it to present important information.

General Settings

  • Main Links - Allows you to customize the images and descriptions associated with the cards shown below the "How may we assist you?" text on the main Customer Portal navigation page. Use the four-headed arrow icon to the right of each card to drag it up or down and reorder them as desired.
    • Booking - The description and image can be customized; the name can be customized after re-saving your settings. The recommended image size is 600px W x 300px H.
    • My Account - The description and image can be customized; the name can be customized after re-saving your settings. The recommended image size is 600px W x 300px H.
    • News – The image can be customized; the description is taken from the News item displayed. The recommended image size is 600px W x 300px H.
      • Use latest news article image as thumbnail - when enabled, the system will use the image are taken from the latest News item instead of the uploaded News image.
    • ProShop – takes the customer to the online Point of Sale screen. Title, Image and Description can all be customized. (Title defaults to ProShop.)
    • Currently, renaming the "Booking" or "My Account" cards only affects the name shown on the Dashboard, and does not change the name in other menus.
  • Additional Links
    • Hide the “Welcome Information” button.
    • Hide “Find the Right Class” button.
    • Disable "Need help finding the right class/camp?" - If enabled, this option bypasses the “Need help finding the right class/camp?” screen when browsing or creating new enrollments. 
    • External URL to Find the Right Class - eEntering a URL here will direct the user to an external website if either of the two previous settings are active.
      • Note: this URL will also be used if a customer responds "Yes, Please" on the “Need help finding the right class?” screen.
  •  Options
    • Require Email Validation for New Account creation – enable this option to require parents to validate their email address during the account creation process.
    • Hide Images on Class List – enabling this option hides branding images assigned to Class Levels and Programs when viewing the Class List.
    • Hide Images on Camp List – enabling this option hides images assigned to specific camps when viewing the Camp List.
    • Customize "Find a Class" Image - enabling this option allows uploading a custom image to be displayed n the Customer Portal Booking Page under "Find A Class".
      • Recommended image size is 1:1 ratio with 500px W x 500px H
    • Customize "Book a Party" Image - enabling this option allows uploading a custom image to be displayed on the Customer Portal Booking Page under "Book a Party".
      • Recommended image size is 1:1 ratio with 500px W x 500px H
    • (*) Cart Reservation Timeout (Minutes) - This is a number between 5-120 minutes that represents the amount of time that items will be reserved in the cart relative to the time that the most recent item was added. The timer will be reset to this amount of time each time a new item is added to the cart, and when the timer reaches 0, all items will be removed from the cart automatically. 
    • (*) Cart Reservation Timeout Limit (Minutes) - This is a number between 5-120 minutes that represents the maximum amount of time that a cart can be used from the time that the first item was added. The timer will not reset past this amount of time even as new items are added to the cart.

 * For more information about the Checkout Reservation Timer and how it functions in the Customer Portal and Office Portal, see the “Checkout Reservation Timer” document.

Branding

  • Location(s)
    • Global Account Settings – the selected colors/logo/background image/default splash image will be used for all Locations unless Specific Location settings designate otherwise.
    • Specific Location – overrides the Global Account Settings so the selected colors/logo/background image/default splash image will be used for the selected Location. Other Locations will either use their own specific settings or the Global Account Settings.
      • Enable Location-Specific Branding - allows per-Location branding for the selected Location.  If left disabled, the Location will use the Global Account Settings. 
        • Reset This Location to Global Settings - removes any branding customization for the selected Location and resets to the Global Account Settings instead.

The system will display the message "Location-specific branding is enabled for one or more Locations, indicated by an asterisk (*)" if it detects that the "Enable Location-Specific Branding" option is active. The "Locations" drop-down menu will display an asterisk (*) next to any Locations where this setting is enabled.

  • Colors
    • Primary Brand Color - Colors larger sections of the design (including the online payment form).
    • Secondary Brand Color - Accents design and strengthens multi-colored branding. The lightness/darkness of this color also helps to determine the color that is automatically selected for text that is displayed (including the online payment form).
    • Mobile Brand Color - Colors the mobile app design.
      • NOTE: If no Mobile Brand Color is specified (or if there is a connection issue that temporarily prevents the user's device from connecting to the server to retrieve it), the Mobile App will default to a blue color theme.

  • Logo - This logo appears on the Customer Portal and the Secure Payment Form (SPF).

    • Recommended logo image size: 800px W x 600px H.

  • Logo on white background - This logo appears on non-template emails and the Customer Portal app login page.

    • Recommended logo image size: 800px W x 600px H.

    • NOTE: A "non-template email" is an email the system sends that is hardcoded (i.e., the template cannot be edited). This would include communications such as the password reset email or an account verification email.

  • Background Image – The Background Image is displayed in the background during regular Customer Portal navigation. It is the primary image shown on the main Login screen apart from the Logo at the top. Recommended background image size is 1500px W x 1000px H.

    • Remove transparency from background image - A busy background design or a background color that is too close to your text color will make your Portal difficult and frustrating to use. To help prevent this, our system automatically limits the background image transparency, which dims the colors in order to compensate.
      • If you are completely certain that you want your image to appear in its original form, you can enable the "Remove transparency from background image" setting to allow this. However, please be aware that this may cause issues with the readability of the text.
  • Default Splash Image – The Default Splash Image is displayed when there are no News articles or Announcements to display in the slideshow. Recommended splash image size is 2098 px W x 700px H, or a ratio of 3:1.
    • Splash Title - this is the text displayed over the default splash image.
    • NOTE: because the system will automatically resize/crop this image to fit the device on which it is being viewed, these images are not intended to replace text. For the Splash image, it is highly recommended to use the "Splash Title" field for any text the user needs to see. If the News image is being used and it contains text, the text needs to be centered to help prevent any issues with cropping/resizing.

Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).