How to customize/create your customer portal website
The Online Booking/ Customer Portal is a website made for your customers (included with all EnvisionNow or PatientNow Essentials packages).
*Medical History page is available with PatientNow Essentials Ultimate only. To upgrade, please contact our Sales Team at 800.436.3150 or firstname.lastname@example.org.
*Online Gift Certificates are included with the EnvisionNow Ultimate package, or available as an add-on to other packages. You can add this feature by going to Manage Account > Signup for add on services.
Click the links to skip to a section:
Customer Portal URL
Your customer portal URL is important, this is the link you will give to your customers so they can go to your site. To find your link go to your Company Settings > Online Booking > General Options.
Once you insert your business name and click Create Account you can not change your ULR again so make sure its a URL that you can give to your customers.
Once you have set up your URL, it will look like this under the font and button colors.
Setup Company Info
The customer portal advertises your contact information as well as your business hours and address so we want to make sure all that information is correct and up to date.
✔️ Add your address, email and phone number in your Company Settings > Company Info > Company Information tab
This is how the address, email and phone number will reflect on your customer portal in the footer:
✔️Add your business/company hours in your Company Settings > Company Info > Company Hours tab
This is how the business/company hours will reflect on your customer portal:
Your customers can click the call us button to quickly dial the business's phone number. They can also click the email us button to start an email with your company. This email address can be found in your Company Settings > Online Booking > Contact Options:
Adding your socials are important so clients can see your work in action! You can add your socials to the bottom footer of your Customer Portal by going to your Company Settings > Online Booking > Contact Options:
The logo you use for your Customer Portal is the same logo you use for your account header within the software.
Branding options are available with EnvisionNow's Ultimate package or PatientNow Essentials Ultimate package only. To upgrade, please contact our Sales Team at 800.436.3150 or email@example.com.
In order to add and change your logo, follow the steps below. You may upload the image from your computer. Even after selecting Save Settings, you will need to refresh or go to another page to see theme changes, including logo.
Company Settings > Company Info > Branding Options > Company Logo
Your logo will appear on your customer portal in the top header.
Add Header Image
This header image will be the first thing that your customers see when going to your site. To add a header image go to your Company Settings > Online Booking > General Options > Header Image.
This is how the header image looks on your customer portal:
Add Welcome Text
A big part in having your own website is advertising about you or maybe some events or sales that are happening. This is a perfect place to do that!
To add text to your customer portal go to your Company Settings > Online Booking > Custom Text > Welcome Text.
Adding terms to your customer portal can help people read and understand your conditions before booking. Read our Booking On Your Terms blog to get some ideas about what to add here.
To add booking terms to your customer portal go to your Company Settings > Online Booking > Custom Text > Booking Terms.
If you chose to leave these areas blank, they will not show on your customer portal.
To showcase all your services or just the ones of your choosing you can go to your Company Settings > Online Booking > Custom Text > Service List.
You can type your own text and add image by using our text editor or you can copy & paste from word.
This is how the services (shown above) look on the customer portal:
Enable Online Booking
If you would like to have your customers be able to book online from your customer portal you have to "Enable Online Booking". You can do this by going to your Company Settings > Online Booking > General Options.
If this is not checked you will not see the Book Online Now button or the Online Booking Page link in your header.
❓ Need help with Online Booking? Visit our article on our Online Booking Setup & Features
Set Up Gift Certificates
To add the ability for customers to buy gift certificates from the customer portal website you will need to set them up first.
You can learn how to setup gift certificates here: https://kb.envisiongo.com/online-gift-card-sales
Add Medical History
Your patients medical history is available in the Patient Portal.
The Patient Portal is available as an add-on to PatientNow Essentials. You can update your account on the Account Management Subscription Page.
If you have PatientNow Essentials, you can add this feature by going to Manage Account > Signup for add on services.