PlanIt EPOS · Customer Portal
Invite a customer to the portal (and what they receive)
This guide is awaiting review — the steps may change.
What does this do?
A portal login is created from the customer's trade account on the till. The customer gets a welcome email from your shop with a link to set their password.
How to use it
- Make sure the till is signed in to the cloud (the Cloud sync button, top right). Portal logins are managed online, so the panel will ask you to sign in if you are not.
- From the ☰ menu choose Accounts and open the customer's trade account. The account needs an email address; add one with Edit if it is missing.
- In the portal section of the account, press Create login & send welcome.
- What your customer does: they open the email (subject Your (shop name) trade portal is ready), press Set your password and sign in, choose a password of at least 8 characters and press Save password. They are then signed in.
- Did the email not arrive? Ask them to check junk, then press Resend welcome on the account. Reset password sends them a fresh link if they have forgotten it.
- To switch a customer off later, untick Enabled on the same panel. Tick Locked to lock the login without removing it.
Questions this guide answers
- How do I give a customer access to the portal?
- How do I invite a trade customer to the portal?
- The customer didn't get the welcome email, what do I do?