Customizing the Client Portal Widget
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The Client Portal Widget can be fully customized to best fit your website look and feel.
To configure and customize your Client Portal, from your account, navigate to Online Presence>Website Widgets and click on Edit under the Client Portal Widget.
The Client Portal Widget Editor
The Client Portal Widget Editor includes the left menu where you can control the different setting, and the right side where you can review how the configuration you set on desktop or mobile.
Client Portal Widget Actions
In this section, you will select your preferred Display Mode, the Actions which your clients will be able to take online, as well as enable/disable the My Account - the client portal entry option.
Your Display Mode will determine where your additional actions display; you have a choice of displaying the additional actions across the bottom of the Client Portal Invite (Inline Actions), or to display them as floating menu on the side of your website (Floating Actions).
By default, the Inline Actions display mode will be selected.
In the Choose Actions section, you have the ability to rearrange the order of the actions by dragging-and-dropping them into your preferred order.
You can also rename the title of each action to best fit your needs.
Where these actions display will be determined by your Display Mode. You will also have the ability to enable/disable the My Account option in this area.
If you disable any of the Actions, they will not display on your Client Portal Widget.
Client Portal Widget Invite
This section allows you to customize the Label, Title/Call to Action, Welcome Text and Main Action.
The Main Action will indicate the focus of your Client Portal Widget. By default, the Schedule action will be selected. However, you can change this Main Action at any time to encourage a specific action from your clients when they visit your site.
All additional actions will be available on your widget based on your Display Mode.
In this section you will have the ability to manipulate the behavior of the Client Portal Widget on your website, as well as access shortcuts to other important settings in your account.
Select Enable to show the Client Portal Widget when a client access your website from a desktop computer, and set the number of seconds for when the widget should Automatically display (pop-up).
Select Enable to show the Client Portal Widget when a client access your website from a mobile device, and set the number of seconds for when the widget should Automatically display (pop-up).
Colors & Fonts - Basic
Select a preexisting theme from the drop-down that best fits your website.
Colors & Fonts - Advanced
Once you have selected a theme, you may click the Create new theme based on current link to further customize the widget.
Once selected, you will be presented with a more configurable color selection screen, and you will have the option to change the font style and size. You may also name the theme if desired.
Custom themes will be added to your theme drop-down, and can be used for other Widgets if desired.
As you make changes to your Client Portal Widget, you will see a preview on the right. You may preview for both Desktop and Mobile modes. Enter your website URL to preview on your site.
The Floating Actions mode is pictured below