Talk about a customer experience behemoth! Your customer portal plays a massive role in your customers' experience and allows you to build stronger relationships with them- think customers for life!

Your customer portal gives your customers a personal experience with your business.

Allowing your customers to:

Customer access their customer portal via a 'magic link' that is tied directly to their account and email address within Servgrow. Magic links are a form of password-less login. Yes, we are advanced here at Servgrow!

Instead of the customer entering any login credentials to sign in, they are sent a URL with an embedded token via email. Once the customer clicks that link to authenticate, they are redirected back to the Servgrow customer portal having successfully signed in—as if they used a “magic” password, but without the actual password.

🎉 Yay! No username and password to login.

Now let's get to customizing your customer portal and getting your customers using it!

We'll start with customizing your customer portal.

If your customer portal is all set up and you want to get your customer using it, go to: Customer access to the customer portal

1. From your Main Dashboard, click the 'Set Customer Portal' icon.

2. You can also click the cogwheel icon found on the upper right-hand of your page.

Click to go to Customer Portal.

Then click the 'Customer' tile under the Account Settings page.

3. There are two groups that you need to customize:

a. General Settings - You can customize your business information that will be displayed in the customer portal. This customer portal business information can be different than your main business information found in your Company Profile.

b. Color Scheme - You can change the color scheme to match your business's brand here.

Customize the portal with your business information and brand. This information will be visible to your customers when they visit their portal, so make sure all information is correct.

1. From the General tab, click the 'Add/Change Portal Logo' button.

This will be the logo your customers see in the customer portal. This logo pulls from your company profile, or you can add/change it here. Optimal size is 256x256 and needs to be a PNG or JPG file. Changing the logo here, will not change the logo in your main company profile page.

2. Add the following details for this portal:

a. Business Name - Your business name will auto populate from your company profile page. You can change your business name at anytime on your company profile page.

b. Website (optional) - Add your full website address, including https://

c. Business Location - Your business location will auto populate from your company profile page. If you change your business location in the customer portal, the main business address will not be changed.

d. Email and Phone Number - Your email and phone number will auto populate from your company profile page. If you change that information in the customer portal, the email and phone number will not be changed.

3. Customize the Portal URL.

Note: Always customize this URL to a friendly URL that matches your business or branding.

4. Review your business hours. If you need to edit them, head back to your main Company Profile.

5. Click 'Save' to update your settings.

The Color Scheme tab lets you fully customize the color scheme of your branding. In this section, you can set your portal's Main Color, Background Color, and Font Color.

1. Set up the color scheme for this Customer Portal.

Here's an overview of the changes that you can make when changing the Color Scheme:

c. Font Color - This will be the color for the standard fonts, active tabs and service buttons.

2. Click 'Preview' to see the actual color settings you've made.

This step will open the actual Customer in a new tab which you can review before saving the final color scheme.

3. If you're happy with the colors, click 'Set color scheme'.

Customers access their customer portal via a 'magic link' tied directly to their account and email address within ServGrow. Through this link, you are building a great business/customer relationship.

There are a few ways customers can have the magic link emailed to them:

A direct link to the customer portal is a link that you give out to your customers. It can be found in the customer portal settings.

Here are the steps on how you can send the link to your customers.

1. From your Customer Portal page, click the copy icon to copy the URL link.

2. Once you have the URL copied, you can send the customer portal link directly to customers via email, text, or post the URL on your website and social media sites.

When customers go to the customer portal URL, they will first need to enter their email address to send an email containing their magic link.

Customer will need to enter their email associated with Servgrow and click 'Get me a link'.

3. The customer will be sent an email with the magic link. When they click on the magic link, they will be logged in to their customer portal.

Note: Customers will remain logged in until they are not active for seven days. At that time, they will be logged out. They will need to visit the customer portal and request a new magic link to log back in.

That's it!

You can send a customer portal invitation email to a customer directly from their customer details page. This email will contain a 'magic link' for them to login through.

1. Navigate to the customers page.

2. Find the customer you would like to invite and click to open up their customer profile.

3. Click the 'Invite to Customer Portal' button in the upper right of their profile.

4. Complete all the details required for the Magic Link.

You have the option to change the Email Subject and Message if needed. Once you are done with these details, click 'Send'.