Enable and configure the customer portal

Objective

This guide helps you set up the client portal on Cadulis.

It is a dedicated interface for end customers, allowing them to:

• Track their interventions
• Schedule appointments
• Access reports
• Validate documents (forms, quotes, etc.)

🎯 In short: greater responsiveness, fewer calls, and an enhanced client experience.

Steps to activate the client portal

1. Access the settings

1. Click on Settings (side menu)
2. Go to the Business Units section
3. Select the relevant Business Unit
4. Click on Configure
5. Scroll down to the Client Portal section

⚠️ The portal is activated at the Business Unit level.

2. Activate the client portal

Here are the available configuration options:

• Activate client portal (mandatory for any use)
• Enable by default for new clients
• Generate a permanent login code (direct link in the client record)
• Login via SMS (send a temporary link, 0.2 credit/SMS)
• Bulk enable/disable for existing clients

3. Customize the appearance

In the Business Unit record:

• Company name
• Logo (PNG format recommended)
• Contact details (phone, email, address)
• Custom description visible on the portal home page

4. Save

Click Save Business Unit to apply the changes.
✅ The client portal is now active and customized.

Example: Scheduling an appointment via the portal

⚙️ Implementing a form accessible from the client portal to allow customers to propose an intervention slot.

Configuration steps

1. Create an activity form

• Go to the Catalog menu
• Select an activity type
• Click on Activity form

2. Add the required fields

Add the following fields:

• Date: “Preferred date”
• Time: “Preferred time”
• Text area: “Comments or details”
• Yes/No: “Is this slot mandatory?”
• Signature: to validate the request
• (Optional): Displayed text to guide the client

3. Make the form visible

In the activity type configuration:

• Enable Show in client portal
• (Optional): Create a trigger to notify the planning team

4. Test the experience

• Create a test activity
• Assign it to a client site
• Access the portal link from the client record
• Check the display and functionality of the fields

Additional form ideas

• Closure form: intervention report
• Photo report: view of completed work
• Intervention tracking: intermediate steps visible
• Quote/document validation: with signature
• Satisfaction survey: triggered upon closure

All these elements can be configured via activity or closure forms, with or without a trigger.

How does the client access the portal?

• A portal link is automatically generated if the portal is activated
• This link can be:
  • Copied from the client record
  • Automatically sent by email or SMS
  • Inserted into a report or notification via a trigger

Best practices

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