Customer Usernames and Passwords allow customers to log in to their customer portal. From their account, depending on software settings, they can log in to make payments, sign/view/download a copy of the online contract, rent additional units, view their account balance, update their profile, and billing information.
If a customer has an email address provided during the customer import, that email address will become the default username, and the customer can go to the facility website's login screen and request a "Forgot My Password" email to reset their password. If no email address is provided during the customer import, it will be up to the owner to create the login.
Follow the steps below to create a login for your customer so they can log into their account on your website.
1. Log in to your account.
2. Click the Customers tab.
3. Click on the customer's name to pull up their account.
4. Click Edit Profile at the top of the page (blue button).
5. Scroll down to the "Login Information" section.
6. An email is not required when entering a username and password. After the first time they have logged in, they will be allowed to change either or both their Username and Password.
There are a couple of things you need to keep in mind when creating a Username and Password for a customer:
They must have a unique username. It is advisable to use their email address as their username.
When creating a username and password for a customer, it is highly recommended to enter an email on file. Customers will not be able to reset their password later without an email.
Note: When a customer account is created due to being on the waiting list, their login will be disabled and must be re-enabled once their additional information is added to the account.