The Customer Portal allows the freedom for new and existing customers to be able to create appointments, reference details about current and past appointments (including documents like quotes and invoices), view customer visible notes, pictures, and equipment, cancel or reschedule appointments that have not been accepted by a technician, be able to communicate with the technician that has accepted the appointment and track the technician’s location once they have accepted the appointment. This can help alleviate unnecessary correspondence with the office as the customer can review these at will.
To access the customer portal, a link is conveniently located on every email your customer receives from the system.
The web address a customer would be directed to for the Sera Customer Portal is YourClientid.schedule.online. If unsure of the client ID, click here!
When a new customer account is created in the Sera Admin Portal by an Admin and not by the Customer Scheduling Widget, an email goes out to the customer immediately with a “Set My Password” button to allow them to set their password for the Sera Customer Portal - this email is good for 12 hours before it expires. The customer can request a password reset once the link has expired. Once the password has been created they will be able to log into the customer portal.
Once a customer has set a password, their email link will change to a portal login, as seen below.