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Home > Customer Portal > How to send an invitation to your customers to create login details for the Customer Portal
How to send an invitation to your customers to create login details for the Customer Portal
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Please note: this feature is available on our gold subscription level.

 

IMPORTANT!  Customer profile must have an email address as this will be their username for the portal. If a customer profile does not have an email address the below error message will appear when you go to send them the invitation.

 

 

1. Open up the customer profile in Workshop Software, click on the "Star" icon located in the top right hand corner of the page. Then select "Send Customer Portal Invitation".

 

 

2. A Pop up box will appear to ask how you want to send the invitation to the customer, by email or by SMS. Click on which ever method you want.

 

 

3. Which ever method you choose you will be given confirmation that the invitation was sent to the customer.

 

 

4. This is how the email invitation will look like to your customer.

 

 

5. This is how the SMS invite will appear to your customers

 

 

6. When the customer clicks on the link they will be directed to this page to set up their password (their login details will be the email address that you have for them in Workshop Software)

 

 

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