Customer portal - an overview

Introduction

reserVie provides a customer portal to allow customers to access their account, view passes purchased, events booked and to add credit/debit cards for off line sales.

Upon initial registration, a customer account is setup within your reserVie account. Customers are usually sent access details (unless you have overridden the registration notification) and will be able to access their immediately.

Customer access

Customer access is linked to your reserVie unique address (RUA) and takes the following form:

https://<unique-identifier>.reservie.net

So, for example if your company is called ‘Yoga with Bob’, you might have set your unique identifier during initial sign up as yoga-with-bob and so you reserVie unique address will be https://yoga-with-bob.reservie.net

To find your reserVie unique address, please access company -> settings from your administration control panel. This is described as the ‘Checkout URL’ or the ‘reserVie unique address’ depending upon the version of software. For example:

Upon your client accessing your RUA, they will be asked to log in via a username and password. These may have been automatically generated by the system.

If the customer does not know what their password is, they should like the ‘forgotten your password?’ link where they will be prompted to reset the password.

Once they have logged in, they will be initially presented with their dashboard from here they can navigate to the following sections of the portal:

• Dashboard

• Credits

• Passes

• Payment methods

• Account information

• Sign out

Dashboard

The dashboard aims to provide a snapshot of class booked both in the future and historically:

Credits

Credits are analogous to pre-paid vouchers in the administration system and shows the customer any credits that they may have on their account which they can subsequently use for event booking:

Passes

The passes section provides an overview of passes that have been purchased or assigned to the customers account

The passes section will list all passes along with the credits purchased, credits available and the expiry date.

Payment methods

Payment methods are credit or debit cards that the client can register on file* with a signed mandate which allows their cards to be charged offline via the administrator.

*Please note: All cards are registered directly with stripe and are stored externally to reserVie.

For information on how a client can register their cards for offline processing, please see: ‘Registering a credit/debit card on file’

Account information

The account information section allows clients to update their username and / or password

Sign-out

The sign-out menu allows clients to sign-out and exit their account.