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Once the customer portal is turned on in company policy, users can configure it, including branding, appearance, navigation, etc.
Navigation: Settings -> Customer Portal

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a. Customization

1.  Select the “Settings” module from the left panel. Under the “Customer Portal,” choose the “Customization” tab. Branding From the “Branding” section, fill in the following details. Appearance From the “Appearance” section, fill in the following details. Authentication From the “Authentication” section, fill in the following details.
Note: External page links help you add your brand-related social media pages.
Select the “Save” button to save the customer portal settings.  CPR1 Pn

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b. Modules & Fields:

 The Modules & Fields help add a side panel menu that needs to be displayed in the customer portal: 
  1. From the “Modules & Fields” section, click “+Add Menu” to add the modules. 
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  1. To add the menu, add the following details for the page:
Click the “Add” button to create the new menu.  CPR5 Pn Select the “Save” button to save the changes.
  1. You can toggle the list of modules on or off as needed.  Use the “Edit” icon to modify the navigation menu. Click the icon to re-order the menu items.
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c. Access / Permissions

Enable Portal Access by Default
Toggle the switch to Yes if you want all customers to have access to the portal by default.
  • Yes: Grants automatic access to all customers.
  • No: Requires manual access approval.
Allow Customers to Add Notes for Jobs
Toggle the switch to ‘Yes’ to permit customers to add job notes, or ‘No’ to restrict this action. CPR8 Pn Click the “Save” button.

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d. Notifications

Who should be notified when a customer updates card(s) on file? From the dropdown box, select the user to be notified. CPR11 Pn

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e. Advanced

  1. The advanced section helps customers add custom CSS.
Once you add the code, click the “Save” button.  CPR9 Pn
  1. Select the “Open Portal” option to launch the customer portal.
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Troubleshooting:

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OTP Email Not Received

If the portal shows “OTP sent” but the email never arrives:
  1. Portal Access — Open the customer’s contact record and confirm Portal Access is set to Yes.
  2. Duplicate emails — Make sure the email address isn’t used by more than one contact in your Zuper account.
  3. Spam folder — Ask the customer to check their spam or junk folder.
  4. Wrong email — Confirm the customer is using the exact email linked to their portal account.
Login to your customer portal Adding and Managing Cards in Your Wallet To learn more about the Customer Portal usage, click here With customer portal settings, businesses can personalize their customer portal, including theme, font, and logo.