How to Set Up and Manage Online Bookings

This guide will walk you through the process of activating the Customer Portal for all branches from your Head Office Multi-Branch account. Please note that this feature is available only for customers on our Gold subscription level and Platinum Multi-Branch. If you wish to upgrade, please speak with your Account Manager for more information.

1. Log into Your Head Office Multi-Branch Account

Access your Head Office account Settings on the left-hand side menu and click on Customer Portal to activate this functionality for all branches. Click on the green “Activate Customer Portal” button: Workshop Software customer portal multi-branch showing green

2. Confirm Activation

A pop-up box will appear asking if you are sure you want to turn on the Customer Portal. Click “Yes” to confirm:

3. Confirmation of Activation

You will see a confirmation message indicating that the Customer Portal has been successfully activated: Workshop Software screen showing confirmation of activation you will see a confirmation message indicating tha...

Next Steps: Inviting Customers

Now that you have activated the Customer Portal for all branches, follow the guide on  How to Send a Customer Portal Invitation to Your Customers to set up their login details and access their portal.

Deactivating the Customer Portal

If you wish to deactivate the Customer Portal, click on the red “Deactivate” button and confirm Deactivation. A pop-up box will appear asking if you are sure you want to turn off the Customer Portal. Click “Yes” to confirm, then a green bar will appear at the top of the screen confirming the deactivation with the message “Customer Portal Deactivated”. By following these steps, you can easily manage the activation and deactivation of the Customer Portal for your branches. If you have any questions or need further assistance, please contact our support team at support@workshopsoftware.com   We greatly value your feedback and invite you to share any suggestions about this feature in our Feature/Change Suggestions Portal. You are welcome to vote for existing ideas and participate in discussions, helping us to continuously improve and better serve your needs.

Also Explore