1. Automatic Account Creation
You do not need to manually create a portal for every client.
How it works: Whenever you create a new Customer in WIZniche and enter their email address, a Client Hub account is automatically generated for them in the background.
Note: Your customer's email automatically becomes their client hub email, but you can always change the client hub email by manually modifying the client hub email field in the customer form.
2. The Welcome Email
Once the customer is added, they receive an automated email notification on the address you provided.
The Message: The email informs them that a customer portal has been created.
Action Required: They simply click the Verify Account button inside the email.
Setting a Password: Clicking the verification link takes them to a secure page where they can set their own private password
Note: If a customer works with multiple service companies that use WIZniche, they can log in once and toggle between the different companies they do business with.
3. Easy Access via Quotes & Invoices
Your customers don't always need to remember a specific URL to log in.
Every time you send a Quote or Invoice via email, the document link they open includes a "Back to Client Hub"button in the top corner.
This allows them to quickly jump from looking at a single invoice to viewing their entire account history.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.