Customer Portal
Overview: The Point of Rental Integrated Customer Portal gives rental store customers access, via your website, to information about their account.
*Note: The Customer Portal is an optional integrated web service module which you need to sign up for.
Step 1: Enabling Your Point-of-Rental Customers for the Customer Portal:
• Before allowing your account customers to register on the Customer Portal, you need to make sure the following is entered in your Point-of-Rental Customer Records (via File Maintenance – Customer File)
o Primary Phone # (Note: The phone #, which will be the customer's user name, must be unique in order for that customer to register on the Customer Portal).
o Email address
o ZIP/Postal Code
o Customer Web Portal enabled (under Accounts tab)
o Account Customer must have at least one contract or quote. (Customers with no history will not be able to register/access the Customer Portal)
o Note: your Customer Portal only supports Account Customers (“Cash Only” customers will not be able to register/access the Customer Portal)
• Once the above information has been entered in your Point-of-Rental Customer record, either manually “update website” or wait for your nightly auto-update before registering them on the Customer Portal (next steps)
Step 2: Initial Registration For New Customer Portal Accounts:
• As part of the initial registration process, your customer will first need to enter their business phone # (without any dashes/parentheses, e.g. 5551234567) for both User Name and Password fields on the login screen http://***YourWebsiteURL***/portal
• For security reasons, they will be asked to enter their email address and ZIP code as recorded in the customer record and a new password.
o If the entered email address or ZIP code do NOT match, they will get an error message and need to contact you for help.
o Otherwise, a confirmation message will be displayed on the screen and they can now log in with their phone # and new password.
Normal Login After Successful Registration:
• At the login screen, enter a phone # and password, and click on the LOGIN button.
• After the login entries are validated, the CUSTOMER ACCOUNT SUMMARY page will be displayed, showing the contact information and account summary. From this page, they can view any recent statements that were created through the POR system.
• Other menu options are:
o CONTRACTS: this page will display current contracts.
o ITEMS OUT: this page will display items that are currently on rent.
o EDIT ACCOUNT: this page will allow password and email address updates.
o FEEDBACK/QUESTIONS: this page will allow an email to be sent to the store.
• When finished using the Customer Portal, they can select the LOG OUT menu option at the top right.
Call Off:
If a customer decides to request an item to be Called Off Rent, they will get the following page to fill in and sent to the store: