Beta client portal feature
You can now give your clients access to a private client portal, where they can log in to see the ETAs, delivery status, and proof of delivery for their orders, but that’s just the start!
We need your feedback to develop this feature further.
Set up your client portal and invite your clients to try this feature
Start a live chat with us
Tell us what you’d like added to the feature and why
We’ll use your feedback to improve our client portal feature
What is the client portal for?
We have created the client portal to give you a safe and secure way to provide your clients with instant access to information about their deliveries.
The aim is that this will help your clients deal directly with any customer service issues and more effectively access information about their deliveries.
You
Invite a client to the portal
↓
👤 Client
Logs into the portal. Their unique ID number is generated
↓
You
Upload and carry out deliveries for your client
↓
👤 Client
Can log into the portal to see delivery ETAs, status, and proof of delivery
How to set up your client portal and add clients
Go to Settings > External parties > Client Portal
Click > Add new client
Add your client's contact email address and company name
Click > Send invitation
Your client will now receive an email inviting them to > Sign up to Circuit Client Portal
How to import and sync data to the client portal
Once a client has signed up they will be given a unique ID number in the client portal
Now when importing stops for this client you will need to add their unique ID number to your data import
Adding this unique client ID number syncs key delivery data between the dispatcher dashboard and the client portal view
Your client will now be able to log into the portal to see ETAs, delivery status updates, and access proof of delivery in real-time
What clients invited to your client portal will see
In your Circuit for Teams account, you will be able to see every client that you have invited.
Each individual client that you invite will only be able to see details of their own deliveries when they log in.
Got a question?
Contact your account manager, start a live chat, or email [email protected]