Ready for an easier way for brand new families to log in to the Customer Portal for the first time?
Have you often heard parent’s ask:
“Where do I get my login information?”
“Why can’t I just create my Portal password when I register?”
Well, we heard you loud and clear!
A recent enhancement now includes a new OPTIONAL field in your Web Registration form… for families NEW to your database…to create a Portal Account Password.
This field will always show on your registration form for the first Contact, as long as your Customer Portal is enabled.
Once the Web Reg form is submitted the Contact will receive a pop-up Registration Confirmation that will include a button the take them to the Customer Portal Login screen.
You may want to edit your Login Page Message (Tools > Customer Portal Settings) to let the Contact know they can just enter the password they created during Web Reg. (This is really helpful if they choose to login to the Portal at a later date.)
Once inside the Portal, the Contact can view their recent Registration from the News tab.
Use Email Templates to send out Portal Login information? You may want to update the email to include this new information (Tools > Edit Email Templates.)
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