Welcome to the Overview of the Customer Portal Course!
Enhance your knowledge of the Customer Portal to provide your customers with effective support when using your digital platform!
Below is the course outline where you will find all of the individual lessons and can reference them as needed in the future.
Don't forget to complete the 2 minute survey at the end of the course to get credit for completion and provide any feedback you have from your experience to make this content better.
Click on "Lesson 1: How to Download the App" to begin. Enjoy!
Important Notes:
- Be sure to enter your email address when prompted to verify you have permission to view the walkthroughs
Lesson 1: How to Download the App (4 minutes)
- Downloading and installing your app on Android and Apple mobile devices
- Basic app troubleshooting
Lesson 2: Signing Up and Signing In (4 minutes)
- Walkthrough how customers will get invited and sign-in to your digital platform
- Additional Video Resources
Lesson 3: Overview of the Customer Portal Pages (8 minutes)
- Navigating through the primary Customer Portal pages
- Additional Video Resources
Lesson 4: Adding Banking Information and Paying Online (5 minutes)
- Walkthrough an example of how customers will add their bank account information
- How to navigate to invoices and pay using: Invoice Credit, Credit Card, In- House Financing, and ACH transfer
- Additional Video Resources: