What to Do If the Customer Hasn’t Created Their Portal Account
1. Navigate to the customer page in Maid Central
2. Click “Agreements”
3. If it shows their agreement has been accepted, that means they had the option to create their account. If it hasn’t been accepted, resend the agreement.
4. If the agreement has been accepted, Click “User Account” to check if they set up their customer account.
5. If the email address is blank in the customer account, click “Send Customer Invite Email”
6. Read the email and make sure it is correct and click “Send”
7. If they do have an email in their Customer Account, you will need to manually send the invite.
8. To manually send the Customer Portal Invite, Click “Action” at the top and choose “Add Note”
9. Change the Note Type to ‘Email’
10. Click “- Select Template -“
11. Click “Customer Portal Invite”
12. Click “Send”
13. If they have an account but say they can’t log in or they have tried to reset their password on their own with no luck, we can always reset their password by clicking “Reset Password” and it will send a password reset email to them.
Tell them to check spam and add us to their email accounts so the email gods will let us through!
