A Quick Guide to Navigating Client Portal
Welcome to your Customer Portal – your one-stop shop for everything you need! With an easy-to-use interface and powerful features, it’s designed to make your life simpler. Ready to dive in? Let’s go!
Your Client Portal
Your Client Portal is where you can log in, manage and download listing media, place new orders with your photographer, and so much more – all from one convenient dashboard. You’ll find listings delivered by your photographer, track your order history, check out appointment details, access leads from contact forms, and even whip up marketing materials in no time. So, let’s explore!
Client Portal > Listings
Here’s where the magic begins! The Listings section is your treasure trove of all the properties your photographer has shared with you. The newest ones are right at the top – easy-peasy! Just click on a property card to see everything inside and download the listing media.
Client Portal > Orders
Need to check your order history? Head over to the Orders section! 📋 Here, you can click into any order to see all the juicy details, make payments, grab invoices, or update appointment info. It’s your personal history book of getting things done!
Place New Order
Got a new listing about to hit the market? 🚀 Let’s get your photographer scheduled, stat! Just smash that big purple Place Order button on the left menu and voilà – you can book your appointment without picking up your phone or leaving your dashboard. It’s that easy! 💜
Client Portal > Orders + Appointments
For orders with appointments, just click into the order and scroll down to see all the details. You’ll find the appointment start time, duration, and a list of order items – basically, everything you need to stay in the loop. ⏰
Client Rescheduling
Plans changed? No problem – we’ve got your back! 🤝 You can reschedule or cancel appointments straight from the portal. Just hit the Reschedule button, and you’ll be whisked away to a scheduling page to pick a new time that works for you. Flexibility for the win! 🎯
Client Portal > Payment Cards
Simplify your payments! 💳 Add your credit card details in the Payment Cards section for smooth, hassle-free transactions. Paying for your orders has never been so effortless!
Client Portal > Social Profile Links
Want to add your social media flair to property websites and marketing materials? 🎨 It’s a breeze! Click on Social Profile Links and let the system work its magic. Your social links will shine bright across all the right places! 🌟
Your Client Portal is built to keep things easy, fun, and totally stress-free. So go ahead, explore, and make the most of it – we’re here to help you every step of the way! 🚀
