Client Portal QuickStart (Registration, Scheduling, and Inventory)

This article will guide you through the process of signing up a new client and placing the first order in the PantrySoft Client Portal.

This article will also cover the default Client Portal options and demonstrate how a client can use both the block scheduling system and the inventory system to make their own appointments and select their own products.

Note: The Client Portal is optional and carries with it additional charges.

Definition

The Client Portal is an e-commerce style ordering tool allowing your clients to self-register, book appointments, and pick out their own items. Options are adjustable based on the individual's pantry's needs. It is designed to work in tablet, smartphone, or desktop web browsers. 

Note: At any time, you can click on the globe icon at the top right of the screen to change languages. 

Signing up a New Client

Follow these steps to create a new account and sign in to that account.

1. Access the Client Portal
   Navigate to your pantry's online Client Portal URL.
   
   
   
2. Create a New Account
   Click or tap Sign Up to create a new account
   
   
3. 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.
   
   
   
4. Save Your New Account Information
   Click or tap Sign Up to record your information. This will return you to the initial login screen.

Registering

Follow these steps to register a new client

1. Log in
   On the initial Client Portal screen. enter your Username and Password. Click or tap Login.
   
   
2. 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.

    

   

    

3. Click or Tap Save and Exit.

Scheduling and 'Shopping'

Follow these steps to schedule a visit and select your pantry items.

1. Schedule a Visit Time
   Next, you will be able to schedule your visit using one of the available scheduling blocks. Click or tap the plus icon on the right side of the screen to select your preferred time slots.
   
   
   
   
   
2. Now You Can Select Your Items
   Click or tap the plus icon on each individual item to add them to your cart. Click or tap on the minus icon to remove them from your cart.
   

   Note: Each item has limits noted below the icon or photo. Also, each type of item (i.e. Meat, Vegetables) may have a maximum total amount per visit. As soon as these items are selected, they are reserved from the pantry's current inventory. If no action is taken for 15 minutes, the transaction is cancelled and the items are returned to the pantry's inventory. The exclamation "!" next to a quantity indicates that the maximum amount has been selected.

   
   
   

3. Confirm Your Order
   Once you have made all of your selections, click on the shopping cart icon on the top right to review your order. Click or tap Confirm Order to finalize.
   
   

   Note: You can adjust the total quantities from this screen using the plus and minus icons. You can review, but not change, the selected time slot. To pick a new time slot, you must wait 15 minutes for the order to expire, then start a new order. 

   
4. Review Your Order
   On the order summary screen, verify your items ordered and appointment time. This screen will be visible upon every log in until the visit occurs.
   
   
   
   
   
5. Log out
   Click or tap the user icon on the top right to see a Logout pop-up. Click or tap Logout to exit.