MoveBoardSettings › Customer experience › Client portal is where you shape the page your customers use to see their quote, book, pay and fill in their inventory. You work on the real portal, exactly as customers see it.
Before you start
Anyone who can open Settings can change the portal. Nothing reaches your customers until you press Save.
The page has three parts, the tabs under the title: What customers see, Design and Install.
What customers see
Here you decide which parts of the portal a customer sees, and what they can do, for each kind of order.
Pick the orders
The top reads as a sentence: Customers with [move type] · [service] · [estimate type] · in [status] see:. Each is its own drop-down, and Any means any value there — for example Any move type · Any service · Flat rate · in Booked is every booked flat-rate order, and Residential · Any service · Binding every binding residential order. Services show by your own names, with the page their customers get (local or long distance). Statuses are every status in which a customer can open the portal.
When an order fits several of your choices, the most specific one wins, decided level by level: move type first, then service, estimate type and status — a picked value always beats Any at the same level.
Click the page
Below the sentence is your customer's page, live, phone-sized — a recent real order of those orders, or, when there is none, a Sample order made to match them (its move type, estimate type — a flat rate shows one price — status and service). Click any part of it to hide it; hover shows an eye. Hidden parts stay in the preview greyed and struck through, so you can click them back on.
Inventory is one switch for the My Inventory menu item and the Inventory card on Home: click either to hide it. Your customers then have no way into an inventory page — no menu item, no card, no Add your inventory button — their progress steps read Quote · Reserve · Book, and an old link to their inventory opens their Home instead.
Beside the preview (below it, in tabs, on a phone) is the same list of switches, in short sections that start closed — each says how much is shown, for example Move details · 9 of 11 shown. Use the search to find one. Only the items that apply to the orders you picked are listed: a flat rate has no hourly items; the long-distance page has the rate per unit and the delivery window instead of travel, labor and job time. What customers can do (edit the date, book, pay…) and Price and estimate wording have their own sections.
Order of the cards
At the top of the list beside the preview, Order of the cards puts the three cards of your customers' Home page — Move Details, Move Status and Quote Details — in the order you want. On a computer they read left to right; on a phone they stack top to bottom in the same order.
- Drag a card by its handle (the six dots), or press Move up / Move down (the arrows). With the keyboard, the arrow keys on the handle move the card too.
- The preview shows the new order straight away, on Phone and Desktop.
- Usual order puts them back to Move Details, Move Status, Quote Details.
For example, to show the price before the status, move Quote Details up one place: Move Details, Quote Details, Move Status.
The order is the same for every order of the branch, whatever move type, service, estimate type or status you picked in the sentence. Hiding a card is still its own switch: a hidden card keeps its place in the list (marked Hidden) and stays hidden for your customers. If you never change the order, your customers keep the usual one. Each branch has its own order.
Bill of lading preview
Bill of lading preview, in the same list, lets customers read their bill of lading once a move is booked, marked Preview, not final. It stays off until you turn it on, and customers can't sign, pay or change anything from it. See Bill of lading preview in the portal.
What is set here
Only what you set for these orders is marked — a green dot, with Undo to default beside it. Everything else follows what covers these orders (in the end, Every order). Reset this combination clears everything set for them. The Customised chips under the sentence list every set of orders with its own settings; press one to open it.
Copy
Copy to… sends these settings to others: tick as many statuses (or estimate types, services or move types) as you like — Select all ticks every one — and press Copy. The ones you tick are replaced and show exactly what these orders show; copying an estimate type, service or move type copies everything set under it too. A typical start: set up New, copy it to the rest, then make the small changes.
When something changed, a bar at the bottom says how many changes are not saved (a new order of the cards counts as one; moving a card and putting it back is no change); nothing reaches your customers until you press Save. Your settings from before stay exactly as they were: they are the default (and each service's own settings), and every order follows them until you set something here.
Design
The portal shows in a frame. Switch between Desktop and Phone, move between Portal pages, and use Preview the quote to see it with or without a price (Quote shown / Quote hidden).
Click any element of the portal. A panel opens beside it (a sheet from the bottom on a phone):
- Visibility — Customers see this, or Switched off.
- What customers can do — Customers can do this, or stop it (for example, changing the move date).
- Wording — your own words for it.
- Color — a Color code, and Color applies to this element alone or all elements of its kind.
- Reset this element puts it back as it was.
Undo takes back the last change. Reset all to the theme gives every element its colour from the theme again.
Colors
Colors opens the portal's colours beside the frame. Change the theme's colours, or press Match my brand: type your website (or use your logo), and MoveBoard suggests a whole theme — Use this theme puts it on the portal for you to adjust. Text that would be hard to read is named (Pick a darker color.) and the portal switches to white or dark text there.
When you're done, press Save at the bottom: Saved. Your customers see it the next time a portal page opens.
Install — put the portal on your website
- Make a page on your website for customers, for example "My move".
- Copy the Embed code (recommended) and paste it where the portal should appear (in WordPress, Wix or Squarespace: an "HTML" or "Embed code" block). If your website builder doesn't take scripts, use the plain frame instead, with its Frame width.
- Publish the page. The portal fits the page and grows with it; the links in your emails and texts can point to that page.
Each branch has its own line.
Also used by
Your logo comes from Branding. Whether the quote shows at all is decided on Quote display.
If something goes wrong
A customer opens a link from your emails or texts on your website and the portal can't load on their phone or computer (for example, something on their network blocks it)? Your loading screen stays up, never an empty box, and after a few seconds they see We couldn't open your account here. with Try again. If it keeps happening for a customer, send us the order number and the device they used.
A customer still sees a part you switched on? Check the orders it belongs to: a status, estimate type, service or move type with its own settings wins over the levels above it — the Customised list shows which ones have them.
Leaving with unsaved changes warns The designer has changes that are not saved yet. Match my brand may answer We could not read your logo. or Your website did not answer. — try the other one, or set the colours yourself.