- View their contact information for accuracy
- View their scheduled appointments with you
- View their invoices and pay any outstanding balance*
The client portal is available for you right now. You can embed the client portal in your website so that clients that go to your website can login directly to it or you can send them a link in an email that they can use to login.
For setup instructions please refer to the following tutorial. http://app1.studiocloud.com/support/index.php?/article/AA-00658
*A Merchant Warehouse account is required for customers to pay balances from the client portal.
-StudioCloud Team
8 comments:
Are you looking to add PayPal to this?
The client portal was developed as a custom request using our consulting branch at http://DaVincisDesk.com
They did not request PayPal as a feature so it was not added.
To consider that feature request we would need you to post it on the forum at myStudioCloud.com so that we could see the demand for it.
PayPal would be a real asset.. We already have a Credit Card vendor and a PayPal account. To hook up w/ a 3rd vendor makes no sense.
It is an essential part of our business to use PayPal as most people have a Paypal account. Please add PayPal to the Client Portal.
Thank you.
If you would like to have paypal included in the client portal please post a comment at the following link requesting it.
http://mystudiocloud.com/viewtopic.php?f=20&t=4825&sid=46fb34a23b1814ed56f18bf42bd108cf
Agree...would be fantastic to have Paypal included. Please add Paypal. Thanks.
paypal please!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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