Client Portal Settings

The Client Portal is an additional subscription you can add to your Pro or Pro Plus Service Autopilot account that will give your clients the ability to manage their account and payments online. You can use the Client Portal Settings to control certain features within our clients' Client Portal experience. You can access these settings by going to Settings > Client Portal Settings

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The Client Portal settings function as follows:

  • Enable Client Portal Autopay - if enabled, this will allow clients to enroll in autopay so they do not need to log in to their account to manually pay invoices. Once a client has selected this option, any Invoices generated after that point will appear on the "Invoices to Charge" filter on the Invoices screen for you to bulk charge. This will NOT automatically charge Invoices in SA. Charging Invoices is always a user-initiated action.
  • Allow Clients to Update or Remove Card on File - this option will allow users to modify the existing credit card on their account or to remove the card on file entirely.
  • Card Max Payment Amount - this value will default to 0.00 and can be set to any value. If a client attempts to make a payment through the Client Portal exceeding this value, a warning message will display.
  • Allow Clients to View and Make Prepayments - checking this box will allow your clients to make Prepayments from within the Client Portal and view them in their list of transactions. You will see these Payments in SA marked as Prepayments and not applied to any Invoices. If you want the Prepayment to apply to specific services, you will need to manually adjust this on the Payment once it has been made by the client. 
  • Allow Clients to Update or Remove Bank Account on File - checking this box will allow your clients to modify the existing bank account on file or remove it entirely. NOTE: this option is only available for Members who are integrated with Clearent as a payment processor and have undergone the underwriting process for using ACH. 
  • ACH Max Payment Amount - this value will default to 0.00 and can be set to any value. If a client attempts to make a payment through the Client Portal exceeding this value, a warning message will display. NOTE: this option is only available for Members who are integrated with Clearent as a payment processor and have undergone the underwriting process for using ACH. 
  • View Billing History - allows users to see a history of payment and credit transactions on their account.
  • View Service History - allows users to see a list of past Services.
  • View Upcoming Services - allows users to see a list of future Services.
  • Allow Clients to View Paused Services - when a client's recurring Service is paused by an SA user, this setting allows the client to see the Services that have been paused. Note: Clients will be able to see the text you enter into the "Pause Reason" field. Be careful to only enter information that you want your clients to see in the Client Portal. This setting is disabled by default.
  • Allow Clients to ask a Question - this setting will make a small green icon appear at the lower-right corner of the Client Portal that will allow users to send an email to the company email address. This email will create an open Ticket in SA that will be automatically assigned to the client who submitted it and the Ticket Assignment that is designated in the Client Portal Settings. The icon will also display the company phone number.
  • Ticket Assignment - if a user sends an email from their Client Portal account, it will come in to SA as an open Ticket. This setting determines the user in SA that Ticket will automatically be assigned to upon creation. Only one option can be selected.
  • Ticket Category - if a user sends an email from their Client Portal account, it will come in to SA as an open Ticket. This setting determines the Category on that Ticket. Only one option can be selected.
  • Alert Resources - this setting determines which Resources will receive alerts within SA based on user actions in the Client Portal (such as making a Prepayment). 
  • Client Portal Display Name - this is how your company name will display in the Client Portal.
  • Custom Fields - the selected Custom Field values will be available for the Client Portal user to see within their Client Portal account. This way the customer could see the information on file that affects the way their Services are priced.
  • Social Media widgets - these will appear in your Client Portal as the applicable icon if a value is entered in the field
    • Facebook Page - from your public Facebook company page, copy what appears at the end of the URL between the slashes and paste it in this field to enable the Facebook widget. mceclip0.png
    • Twitter Handle - enter the username that appears after the @ symbol on your company Twitter account to enable the Twitter widget.
    • LinkedIn - from your public LinkedIn page, copy what appears at the end of the URL after the final slash and paste it in this field to enable the LinkedIn widget. Please note this URL will look different if you are currently signed in to a LinkedIn account. mceclip1.png
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