Custom blocks on the portal

A custom block is a titled box of your own words on the customer's Home — "Please note before moving day", "Your happiness is guaranteed", the associations you belong to. Each block shows only to the customers you choose.

Add one

1. Open Settings › Customer experience › Custom blocks.
2. Press Add block (Add custom block).
3. Type the Block Title and the words. Tick Hide title to show the words without a title.
4. Save.

Choose who sees it

Open the block's Block settings:

• By service type — tick the Service types.
• By order status — tick the Order statuses (for example New, Can Book Online, Booked).
• By move type — tick the Move types.
• Show custom block in account — Shown or not. Off hides the block from every customer without deleting it.
• On the confirmation page — also show it there.
• Order — Lower shows first.

A block shows to a customer only when their move matches the ticked service type, status and move type.

Arrange and remove

• Move up / Move down swap a block with its neighbour and save at once.
• Delete block asks first — Yes, Delete.

Each card says Shown in account or Not in account.

Good to know

• The words can carry variables — the customer's name, the move date — filled in for each order.
• Hiding the Custom blocks element in the client portal designer hides every block from Home.
• The FAQ is better for questions everyone asks — see Questions and answers in the portal.