Whenever a new Customer is imported on your organization, Upflow automatically generates a "customer portal" link you can use as the main interface for interacting together on collections & payments.
Customizing your customer portals
All configuration & customization options are grouped under your organization's Settings > Customer portal section.
You can view any change made using the "Save & View" button at the top right, which will take you to a sample portal:
Display options
These options determine both the look & feel of your Upflow portals, as well as functionalities you can make available to your customers.
Start by inputting useful contact information in the Email & Phone Number fields, as well as upload any Shared Document you want to make available to all of your customers (e.g. a W9 form you keep getting requests for over email) so they become clearly accessible on your portals:
To provide a consistent and on-brand experience, head over to the White label section next and input your company color palette for both Primary & Banner elements of the portal. You can either input the exact hexadecimal value for each color, or click on the color icon to pick the closest match:
Finally, decide if you want to allow your customers to do the following via their portals by toggling options on or off:
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Branded notifications
By default, useful payments-related notifications from your organization's customer portals are sent from no-reply@upflow.io. Make sure you create & select an appropriate alias to send those from an email you own and recognizable by your customers:
(Don't forget to hit save at the bottom of the page once done!)