The Customer Portal gives your customer the ability to see and update their general profile information anytime.
Under Account, there are selections for Profile or to log out.
When they select Profile there are several options for the customer to view, or update:
The first is the ability to change the Sera Customer Portal password by selecting the pencil out to the right.
Account Info, which the customer can edit also by clicking that pencil on the right. The customer will be able to edit the customer name, add or edit email addresses, and add or edit phone numbers.
Next is the Membership section to review all the memberships they have or have had.
Below that is Preferences, where the customer can add a payment method by selecting the pencil or delete payment methods that are listed by clicking on the trashcan.
Next is the Your Addresses section, the customer will have the ability to add additional service locations (if the service location is within the company’s coverage area). From inside of the address card that is selected, they can add additional contacts for that specific property location.
Lastly, there is the Equipment section which will display details of all the equipment that has been added to the customer’s account by an Admin or Technician.
Note: The Equipment section will not display if there is no equipment on the customer's account.
Under the Account menu, there is the link to Log Out.