What is the client portal for?
You can now give your clients access to a private client portal. There, they can log in to import their orders directly and see their ETAs, delivery status, and proof of delivery.
We have created the client portal to give you a safe and secure way to provide your clients with:
The ability to directly import their orders into your account
Instantly access real-time information about their deliveries
You
Invite a client to the portal
Allow them to import orders
Assign each client's orders to a depot
↓
👤 Client
Logs into the portal
Their unique Circut Client Portal ID number is generated
They can import their orders ready to be delivered
↓
You
Orders a client has imported will appear in your unsigned stops list
Add these unassigned stops to a route
↓
👤 Client
Can log into the portal to import orders
View delivery ETAs, status, and proof of delivery for all orders
How to add clients to your client portal
Go to Settings > External parties > Client Portal
Click > Add a client
Add your client's contact email address and company name
If you want the client to have the ability to upload orders to the client portal, select > Allow client to upload orders
Orders imported by your clients to the client portal will automatically appear in your unassigned stops list, ready to be added to a route.
Select the default depot that orders from the client should be assigned to
Click > Send invitation
Your client will now receive an email inviting them to > Sign up to the Circuit Client Portal
How clients can import orders to the client portal
Once you have invited a client to the client portal with the ability to import their orders, clients will need to add their order data to a spreadsheet.
You can send your clients a link to this handy how-to guide for clients
which walks them through how to access and use the client portal.
Send this link to your clients, or click here to download a copy of our example spreadsheet for clients.
Clients will be able to import the following order data:
Unit/Flat/Unit Name
Address Line 1
Address Line 2
City State
Zip
Country
Notes
Recipient Name
Type of stop
Recipient Email Address
Recipient Phone Number
Id
Package Count
Products Latitude
Longitude
Click here to see the spreadsheet data glossary.
Importing orders
When a client has their order data formatted in a spreadsheet and is ready to import it clients need to:
Login to the client portal
Click > Import orders from spreadsheet
Select the spreadsheet they want to upload
Follow the import process on the screen
Clients will see the message > Draft orders successfully imported
Submitting orders for delivery
With all their orders imported as a draft, clients can now select which of those orders they want to submit for delivery.
To submit orders for delivery, clients need to:
Select the draft orders they wish to submit for delivery from the list
Click > Submit for delivery
Once an order has been submitted, it cannot be edited, but it can be withdrawn as long as it hasn't been assigned to a route.
Clients can check the status of submitted deliveries under > Active orders
Order status updates
The status of orders goes from:
Draft > Submitted - when an order has been submitted for delivery
Submitted > Scheduled - when an order has been added to a route
Scheduled > ETA - when the driver starts the route
ETA > real-time status update - as the deliveries are completed
How to sync client data to the client portal if you do not allow clients to upload orders
In some cases, you may not want to give clients the ability to upload their orders directly to the client portal.
You can provide them with just the basic ability to use the portal to track the live status of their deliveries.
Once a client has signed up to the client portal they will be given a unique Client ID number
Now when importing stops for this client you will need to add their unique Client 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]