A guide to your customer portal settings
Navigate to Settings > Customer portal settings.
The customer portal settings are broken down into a number of tabs. The features you see will depend on the features active on your plan. The following tabs provide various settings:
- Quote form – this provides settings related to your quote form and quote result pages
- Account pages – this provides settings related to your customer booking and tracking pages
- Styling – the customer portal styling settings (colour settings and more)
- Other settings – other settings that affect what the customer see’s in their account
Quote form tab
Your quote form tab is broken down into the settings related to your quote form and quote result page.
Quote page style
This displays a list of layout options available on your plan. Select the layout you wish to use and press “Save”.
General Quote Form / Custom Quote Form
If you have the “Custom quote form” feature on your account these settings are controlled here.
General quote form – this section controls the services that appear as buttons on your quote form with the rest appearing in a list. You can tick up to 10 services that should appear as a button and set the order they appear in by typing a number into the box next to the service. Press “save” to save your changes.
Custom quote form – this section allows you to set up multiple quote forms with only selected services listed on there. Select an existing form to edit or press “Add new form”. Enter a name for the form which will form your URL for it. Tick the services that should appear on this quote form. If the form has 10 or fewer services they will appear as buttons. If you have 11 or more services selected they will appear as a list.
Quote Form Page Titles
- Stage 1: Set the page title and the text that appears under the timeline number on page 1 of the quote form
- Stage 2: Set the page title and the text that appears under the timeline number on page 2 of the quote form
- Stage 3: Set the text that appears under the timeline number on the quote result page (page 3 of the quote form)
Standard quote form questions
This section is visible if you have the Quote Form Personalisation feature activated. This section allows you to:
- Edit the question text and question help text
- Edit which questions appear or are hidden
- Add custom questions with custom answers
- These questions will appear on your quote form and the answers will display on your property details section of your job timeline
- Note: if hiding the property value or bedrooms questions, this may impact auto-quoting, if applicable, depending on how your quotes are calculated. E.g. if you hide the property value question, and you price based on property value, a quote cannot be calculated.
Custom quote form questions
This is visible if you have the custom quote form questions feature enabled. It allows you to add extra questions to your quote form to be filled in by the customer.
Quote page summary points
These points display if you have the Quote Form Personalisation feature active. Here you can set custom points that appear on your quote result page to advise customers on what features are part of your service.
You can set as many points as you need and set which services each point should appear for.
Upload your preferred icon for that point, set the description text, set the order and the service types the point should appear for.
Other settings
- Learn more link text: this adds text to the quote form above the service buttons that can direct customers towards a page on your website. The link is set below.
- Learn more about services link: this field sets the link customers click to from the text above.
- “Book now” button text: this can be used to change the default “Book now” text on the quote result page (e.g. you could change it to “Instruct now”)
Customer account settings
Order Timeline Layout
Here you can select the template that your timeline page uses depending on the templates available on your plan.
Custom stage name and description
If you have the custom customer portal feature available on your account you will be able to personalise the stage names and the summary text that displays at each stage of your customers survey. You can add the [Shortcodes] into the descriptions to personalise your stage descriptions further (e.g. “Good news, [Customer First Name]! Your report is now ready to view. Click on the button below to view your report”.
Note: edit one row at a time and press the “Save” button before editing the next row.
Custom booking questions
Create your own sections with questions listed underneath that the customer must complete during the booking process. This appears under the standard questions above. Click here to view a detailed guide on how to set these up.
Post booking questions
Create your own sections with questions listed underneath that the customer can complete after the booking process (after terms and payment). These questions appear once the customer is on the tracking page. Click here to view a detailed guide on how to set these up.
- Submit text: this sets the text on the button that the customer presses to access the post booking questions page
- Page title: this sets the title that appears on the post booking questions page (e.g. Property Questionnaire)
Other options
- Billing contact text: if the billing contact is set as the referrer, replacement text can be displayed on the quote result page and payment page. This text replaces the quote. If the billing contact is the customer, the quote continues to display. If the referrer is the billing contact is set in the referrer settings group.
- Button text for the [Activate Customer Account Button] shortcode: the activate account button in the email templates says “Book now” or “Log in” depending on the activated status. If you prefer different wording on the button, you can set your own custom text on the button.
- Display estimated report date notice: here you can set if the customer sees the “Estimated Report Date” banner in their customer account. If you don’t want customers to see this, set the slider switch to the off position (grey is off, blue is on) and press “Save” and the report date banner will no longer appear.
- Hide new quote link in menu bar: this prevents the customer from seeing the “New quote” link in the menu bar in their account preventing them from searching for a new quote via their account.
Customer portal styling tab
For all accounts the the general styling is visible. Where colours are requested you can type in a colour (e.g. “Green”) or save a Hex code. If you don’t know the Hex code of your website colours you can use this website, use the option to “Upload your image” and choose to upload an image or enter your website link and pick a colour off the page. Common hex codes: White: #ffffff, Black #000000.
- Logo upload – add your own logo here.
- Logo height – set the logo height. It must have ‘px’ at the end (short for the size in pixels). E.g. “325px”
- Logo width – set the logo width. It must have ‘px’ at the end (short for the size in pixels). E.g. “325px”. To keep the logo proportions you’ll need to set your height and width in the same proportions as the original image.
- Menubar background colour – set your brand colours for the menu bar colour so your customer portal branding can match your brand guidelines.
- Footer Colour – set your brand colours for the footer bar colour so your customer portal branding can match your brand guidelines.
- Footer text – set custom text with your company registration details.
- Footer logo style – choose if the ‘Powered by Survey Booker’ logo is light or dark to complement your footer colour.
- Menubar text colour – set the colour for your menu bar text. E.g. you set a dark blue menu bar, you want a light text colour to contrast such as white.
- Menubar bottom line colour – set an underline underneath the menu bar. E.g. if you have a white menu bar, you can add a bottom line colour to differentiate between the menu bar and the main page content.
- Timelinebar colour – this refers to the timeline bar on the quote form page and customer tracker page
- Timelinebar text colour – this refers to the timeline bar text on the quote form page and customer tracker page
- Quote form background colour – this refers to the main background colour on your quote form – the default is white but you may want to set other colours to match your website background colours if embedding the quote form.
- Need help text colour – this refers to the “need help” prompts below each question on the quote form
- Heading font – this can be used to set a heading font on the quote form to match your website branding. You can set fonts for your heading a body text by entering the name of any Google font. You can find Google font names by clicking here where over 1040 font families are available. If your font doesn’t update automatically after setting the name, please contact the support team.
- Heading Text colour – this can be used to set a heading text colour on the quote form to match your website branding
- Body font – this can be used to set a body font on the quote form to match your website branding. You can set fonts for your heading a body text by entering the name of any Google font. You can find Google font names by clicking here where over 1040 font families are available. If your font doesn’t update automatically after setting the name, please contact the support team.
- Body Text colour – this can be used to set a body text colour on the quote form to match your website branding
- Service button default colour – this refers to the job selection button at the top of the quote form before it’s selected
- Service button selected colour – this refers to the job selection button at the top of the quote form after it has been selected
- CTA button background colour – this refers to action buttons on the quote form such as “Find”, “Continue” etc. Set the colour to match your branding
- CTA button outline colour – this refers to action buttons on the quote form such as “Find”, “Continue” etc. Set an outline colour on the button to match your website branding. This can be left blank if no outline is needed or set the same as your button background colour.
- CTA button outline width – this refers to action buttons on the quote form such as “Find”, “Continue” etc. Set how thick the outline colour is. This can be left blank.
- CTA button text colour – this sets the text colour on the “Find”, “Continue” etc buttons.
- Textbox background colour – this refers to the answer boxes on the quote form such as the property value box.
- Textbox outline colour – this refers to the answer boxes on the quote form such as the property value box.
- Postcode error message – this sets the text that appears after the customer enters an address for a location you do not cover and replaces our default text advising the customer you don’t provide quotes in that location.
- Footer text colour – this sets the text colour for any text you set in the “footer text” field higher up in the settings.
- Table header colour – this refers to section title headers on the customer booking pages and tracker page. You can set colours that match your branding to replace the default blue.
- Table header title colour – this refers to section title headers on the customer booking pages and tracker page. You can set colours that match your branding to replace the default blue.
- Button style – this sets if the CTA (call to action) buttons are square (square edges), rounded (regtangular with slightly rounded edges) or circle (fully rounded ends)
After entering all your changes, click save at the bottom of the page and refresh the page to see your changes.
Customer portal other settings tab
This tab provides additional settings that can be used to personalise what the customer see’s in their account.
- Custom quote form link – this changes the “new quote” link in the customer portal to a custom link instead of our quote form
- Show booking form calendar – this shows or hides the field during booking that asks a customer what their preferred latest date is for the report
- Hide message system – this can be used to hide the message system button in the customer portal
- Hide reviews – this can be used to hide the review stars from the quote result page
- Ask customers to leave a review by default – this sets if the submit review button is visible to customers by default. If set to “No” you’ll see an “allow review” button on your job timeline. Press this to allow customers to submit a review.
- External review site – this allows you link the review stars on the quote form to an external review page and the submit review button once a job is completed to your leave review page.
- Allow report to be viewed without payment – this allows you to block the report download link from being visible in the customer portal and report available email if payment is missing. If using the multi-document report feature and you’ve allowed customers to view documents, access is also blocked until payment is completed. Once added, press ‘resend email’ in the email logs to resend the report available email with the link available.
- Allow report to be viewed without terms – this allows you to block the report download link from being visible in the customer portal and report available email if terms are missing. If using the multi-document report feature and you’ve allowed customers to view documents, access is also blocked until terms are completed. Once added, press ‘resend email’ in the email logs to resend the report available email with the link available.
- Report download link replacement email text – when you use the report blocks above, this text appears on the customer portal and in the report available email in place of the report download link to advise the customer what they need to do.
- Block booking if location is inactive in settings – this sets if a customer is allowed to book a job on a quote they have if you no longer cover that location in your settings. If set to “No” a customer can still book on a quote you provided if you’ve set that you no longer cover that location.