Customer Usernames and Passwords allow a customer to log into their customer portal. From their account, depending on software settings, when they log in they can make payments, sign/view/or download a copy of the online contract, rent additional units, and view their account balance, update their profile information and billing information.
If a customer has an email address provided during the customer import, their email address will become the default username, and the customer will be able to go to the login screen of the facility website and request a "Forgot My Password" email to reset their password. If no email address is provided during the customer import, it will be up to the owner to create the login.
Follow the steps below to create a login for your customer so they can log into their account on your website.
1. Log in to your account.
2. Click the Customers tab.
3. Click on the customer's name to pull up their account.
4. Click Edit Profile at the top of the page (blue button).
5. Scroll down to the "Login Information" section.
6. An email is not required when entering a username and password. After the first time they have logged in they will be allowed to change either or both their Username and Password.
There are a couple of things you need to keep in mind when creating a Username and Password for a customer:
- A Customer must have a unique username. It is advisable to use their email address as their username.
- To create a username and password for the client an email is highly recommended. (If you don't have an email for them, you can leave that section blank, but customers will not be able to reset their password later without an email.)
Note: When a customer account is initially created due to being on the waiting list, their login will be disabled and will need to be re-enabled when their additional information is being added to the account.