Dental Lab Customer & Production Management

Customer Portal

Customer Portal

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Customer Portal

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Product Overview

 

The Customer Portal is an online solution that grants your customers 24-hour access to essential records, such as their cases and statements. Furthermore, it also empowers them to make their own transactions, such as case submission, payments, pickup scheduling, reprint invoices and statements, or simply sending a message. You may then have your team get notified in real-time when a transaction occurred, to stay on top of you customer's needs, leveling up your support to them.

 

The Customer Portal is accessible through two platforms:

1. As a website.

2. As a mobile app, available for both Apple and Android devices. For more information, please contact our Support Team.

 

Features

Registration & Login

 Registration

 Login

 Forgot Password

 Reset Password

Accounting

 Make a payment

 View Balances & Payments

 View Statements

 View Purchases

Cases

 Submit a case

 Submit an Rx

 View Cases

Pickups

 Schedule Pickups

 View Pickups

Resources

 My Files

Public Files

Preferences

 General Instructions

Alerts & Notifications

 Accounting Preferences

 Customer Preferences

 Product Preferences

Messages

 View Message

 Send Message

Fulfillments

 Order Supplies

 Return Labels

Settings

 Account Settings

 Web Settings

 Staff Access

Reset Password