Customer Portals provide groups with a branded login and registration portal for your customers. A single link can be shared with current and new customers to provide an easy way for them to access your portal and place new orders with your business.

Adding buttons using the customer portal url on your business' website can be a great way to drive further agent engagement and new order volume. Drive more sales and increase revenue by setting up your own branded customer portal!

Open your Account and locate the Customer Center within the Customers section to get started. Within the Customer Portal Settings page, you will be able to customize the branding and appearance of your portal and obtain a shareable URL in which you can add to your business website.
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Preview of the Customer Portal: Portals are built for your customers, but you can test your customer portal to get a sense of the look and feel your customers will experience. Try it out by utilizing your demo account. You can also get a better sense of your client's experience in the customer portal. To do that, kindly use your portal login link which you can find under Customer Portal then go to Customer Portal Website Settings.

You now have the ability to allow your clients to edit custom field values on the order edit page within the customer portal. To enable that, kindly go to Customer Portal > Customer Settings> Allow customers to edit custom field values. For further guidance you may refer to the screen recording below:

Below is the client's perspective if this feature is enabled.

Copy the publicly accessible link to your Customer Portal and add it to your business website. Adding a button that takes clients to the Customer Portal on your business' website can be a great way to drive further agent engagement and new order volume.

Portal Link Example: https://roxy-media-solutions.aryeo.com/portal

Customize Appearance & Branding

This is where you can update the appearance of your Customer Portal.

Logo: Add your business logo to replace the Aryeo logo on the portal page.

Primary Color: Used for buttons and styling within the customer portal. We recommend using a strong color that works well as a background to white text.

Header Color: Used for the header color within customer portal.

Font: Select which font style you would like to use for your customer.

Aryeo Branding: This setting enabled the " Powered by Aryeo" branding in the footers of your property websites, order forms, and portal login pages.

Customize Sign in screen

This is where you can update the cover image and add a message to customers

Portal Sign in Cover Image: This will replace the stock image displayed on the portal page. For best results, we recommend using a vertical photo for the cover image.

Portal Sign in Message: You can add a message for your customers that will appear on the sign in screens of your customer portal.

Now that the appearance and branding have been updated, your customer portal is ready to share! Before sharing the link, you may wish to preview the portal page yourself.

To preview the Customer Portal, copy the portal link, open an incognito window (this is important so the system doesn't recognize you are logged in as a creator), and paste the URL in the browser search bar.

Here's what the Portal Page should look like opened in an incognito window for example:

Current customers already added in your Aryeo customer center can log in here. New customers are able to sign up and place an order on any public order form directly within your portal! What about customers that are already logged in? No problem, they can still use this link.

Upon logging in, clients will be greeted with a similar dashboard page as you see in your own account. They'll have the option to place a new order right away, or view today's orders with appointments.

If you have multiple Public Order Forms, placing new orders with your business just got easier than ever! In the portal, customers will now have a single landing page where they can see the different order forms that you have marked as public, select one, and then will be taken directly into that booking flow.

To learn more about Order Landing Pages, check out our available support article here: Order Landing Pages - New 🚀

Customers now have the ability to allow your clients to edit custom field values on the order edit page within the customer portal. To enable that, kindly go to Customer Portal > Customer Settings > Allow customers to edit custom field values. For further guidance, you may refer to the screen recording below:

Questions, comments, feedback? Reach out to us at [email protected]. We're happy to help 😃