Set up the customer area
Choose your industry, switch on the building blocks your customers should see and invite them by e-mail or QR code.
The customer area is a page per customer where they find your documents, invoices and requests in one place, in the browser and in the IDup app.
Where to find itSales & Projects → Customers → Customer area (administrators)
Step by step
- Open Customer area and pick your Industry. IDup suggests one based on your modules.
- Under Building blocks, switch on what your customers should see.
- Select Open preview, choose a customer and see exactly their view. Nothing is changed in the preview.
- Under Invite customers, select Send invitation or Show QR code for printing.
- Switch on Allow customer login in the app if customers should sign in to the IDup app.
Industries
Every industry shares home, messages, invoices, documents, appointments, contracts and quotes, notices and the profile. On top come industry blocks:
- Property rental: my home, report damage with a photo, utility costs.
- Hairdresser, beauty, wellness: book, move or cancel appointments, treatment history, loyalty points.
- Marketing and agency: projects, approvals, reports, requests.
- Trades and construction: my jobs and signed work reports.
- Accounting and tax: upload receipts, missing documents, status of accounts.
Notices
Under Notices to customers you publish a short text for all customers or for one property.
Good to knowA block that is not part of your plan shows Not available in your plan. Messages need an active connection with the customer. Each company can switch the app sign-in off again.
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