Customer portal: configure access for your clients

Why a Customer Portal?

If your processes require you to contact customers to fill out forms with them or schedule appointments, this feature is for you!

The goal is to give your customers direct access, through a controlled and secure portal, to actions you previously performed on their behalf.

Concretely, this allows your customers to provide you with information necessary for the intervention, to schedule appointments for the intervention, or to complete a satisfaction survey.

For appointment scheduling, the customer portal is synchronized with your teams’ schedules on Cadulis and uses the same scheduling assistant. This assistant allows you to take travel times into account and prioritize the best time slots.

How It Works

It is not possible for your customers to create an account directly on the portal. The customer must log in using the email address or phone number from your customer database. The login takes place on a dedicated platform: https://client.cadulis.com , or via the dedicated application.

Many processes and configurations are available, which requires some setup time but allows you to meet your specific business needs as closely as possible.

Feel free to contact us for guidance with this setup, which should be seen as a quickly profitable investment.

Configuring Your Customer Portal

Activation must be performed at several levels of your configuration to provide targeted access for certain customers and for specific activities.

Activating Access for Your Customers

General Configuration (business unit)

From the menu, go to “Settings” then “Business Units,” choose the business unit where you want to activate the customer portal. Click “Configure,” then go to the “Customer Portal” section to activate it.

In this section, you can modify:

• The displayed name of your company
• Your company logo
• General information intended for your customers

Access for Each Customer

On the previous page, you could enable access for all customers of your business unit.

But you can also (de)activate it on a case-by-case basis on customer records: open a customer record and click “Edit.”

You can then check or uncheck access to the customer portal.

Still on the customer record, by clicking the “Customer Portal Access” link, you can view all the information visible to your customer.

Displaying Activities for Your Customers

Now that your customer has access to the portal, it’s time to give them access to activities!

Each activity type can be configured to display (or not) on the customer portal.

In the “Catalog” menu, open the activity type you want to display in the customer portal and click “Edit.”

You can then enable the display of this activity type on the customer portal and configure it:

• The displayed title of the activity
• The displayed description of the activity
• The long description displayed for the activity

(with the option to use the usual replacement codes)

Configuring Available Actions for Your Customers

On the previous screen, click “Customer Portal Actions.”

This is where you can add the actions your customers will be able to perform on the selected activity.

When you add an available action, you can:

• Define an action type: create a new activity (such as scheduling a new appointment, for example). This action will be available directly on your business unit for the customer.
• Create a linked activity: the new activity will be linked to the current activity. For example, to create a rescheduling activity.
• Close the activity: for example, if you have created a satisfaction survey.

You can also add availability conditions. For example, “only when the intervention is in progress” (to avoid rescheduling an old intervention).