This article will guide you through the process of signing and registering a new client in the PantrySoft Client Portal interface. This article will cover the default storefront options.
Note: The Client Portal is optional and does incur additional charges.
Definition
The Client Portal is an e-commerce style ordering tool allowing your clients to self-register, book appointments (optional), and pick out their own items (optional). The Client Portal is designed to work in tablet, smartphone, or desktop web browsers.
Translation/Language Toggle. At any time, you can click on the globe icon at the top right of the screen to change languages.
Follow these steps to create a new account and sign in.
- Access the Client Portal
Navigate to your pantry's Client Portal website.
- Create a New Account
Click or tap Sign Up to create a new account - Enter Your First Name, Last Name, Username, Email, and Password
Passwords must be at least 8 characters in length and must include at least one uppercase letter (A-Z), lowercase letter (a-z), and number (0-9). Optionally you can enable an account number field which can be used by organizations for a variety of purposes--for example: Student ID.
- Save Your New Account Information.
Click or tap Sign Up to register your information. You will return to the initial login screen.
Registering
Follow these steps to register a new client
- Log in
On the login screen. enter your Username and Password. Click or tap Login. - If This is Their First Visit, a New Client Must Register
The registration form will already have the First Name, Last Name, and Email information filled out. By default, you must provide at least the following: First Name, Last Name, Date of Birth, Street Address, City, and State.
Note: If you type in the Postal Code first, it will auto-populate the City and State sections of the form.
- Click or Tap Save and Exit