PlanIt EPOS · Customer Portal
How customers sign in and reset their password
What does this do?
Customers sign in with their email and a password they set from the welcome email. If they forget it, they can send themselves a reset link, or you can send one from the till.
How to use it
- What your customer does: they open portal.planitflooring.com, enter their Email address and Password and press Sign in. The eye icon shows the password while typing.
- If they have forgotten it, they press Forgotten your password?, enter their email and press Send reset link.
- The link opens the Set a new password screen. They type a password of at least 8 characters and press Save password. The portal signs them straight in.
- You can do the same for them from the till: open their trade account under Accounts and press Reset password.
- If the portal says the sign-in "isn't a customer portal account", the login exists but portal access has not been switched on for that email. Check the account panel on the till: press Create login & send welcome if there is no login yet, or tick Enabled if it was switched off.
Questions this guide answers
- How does a customer reset their portal password?
- My customer can't sign in to the portal, what should I tell them?
- Why does the portal say the sign-in isn't a customer portal account?