--- title: "Configuring the Customer Portal" canonical: "https://bizcore.refined.site/space/BCKB/1993277441/Configuring%20the%20Customer%20Portal" format: markdown --- > Macro (toc) # **Overview** The Portal allows customers with an existing customer, loan or application record inside Biz Core to view their application, loan and payment agreements, as well as make additional repayments and depending on the subscriber’s settings, apply for refinancing. It can be embedded into an existing website or shared with customers via a URL. --- # **Configure Customer Portal** From anywhere in the Biz Core Portal, use the sidebar and navigate to **Settings → Customer Portal**: ![access-customer-portal-config-screen.gif](media://544934a3-e126-4fac-960b-e2571da6e58e) There are settings to configure each element of the Customer Portal, including the basic Portal settings, and Refinance and Application settings. ## **Customer Portal Settings** Here users can fill out the fields to configure the Portal to their requirements: ![image](media://f5962ef0-2c8c-47d3-b48a-f5d86a84ab04) - **Company Name: **This will be the name that displays in the Menu Bar of the Portal when customers access it, and also be listed as the organisation name on the Contact Page of the Portal. - **Company Email: **This will be displayed as the contact email on the Contact Page of the Portal. - **Company Phone: **Will be shown as the company phone number on the Contact Page of the Portal. - **Hide Payments Page from Customers: **Enabling this toggle will stop customers within the Portal from seeing the **Payments **↩️** **section. They will only be able to browse their **Loans **💲 and **Applications **👤. ## **Refinance Options** Here users can configure the settings for each customer’s refinancing options: ![image](media://279bc234-48d4-4e6c-8b2b-e1a3e52970e2) - **Time Since Loan Start: **Use the fields to specify the minimum amount of time that a loan has to be active before customers will see an option to request refinancing. If the time since a customer’s loan started is lower than the input time, the **Refinance **button will not be visible for them. Alternatively, if these fields are left blank the customer see the **Refinance **option as soon as the loan is active. - **Use Time Since Last Application As Well: **When this toggle is enabled the **Time Since Loan Start** will also consider the customer’s most recent application, meaning they will not see the refinance option if they submitted an application more recently than the minimum time-frame specified above. - **Email Address: **When a customer clicks the **Refinance **button an email notification of the request will be sent to the address input here. Leave blank if the user does not wish to receive an email. - **Link: **Once the customer clicks the **Refinance **icon they will be redirected to the URL specified here. Enter the URL of the refinance application form, or leave blank if the user does not want customers to be directed to an application form. > ℹ️ If both the **Email Address **and **Link **fields are left blank, the **Refinance** button will not show for customers. ## **Apply for Finance Options** Here is where users configure the settings for customers submitting loan applications through the Customer Portal: ![image](media://a7bd4143-f8ff-4e96-b2d5-6dddefd48302) - **Time Since Last Application: **Use the fields to specify the minimum amount of time that has to elapse since the customer’s previous application before they see the option to submit another one. If the time since the customer’s most recent application is lower than the input time, the **Apply Now **button will not be visible. Alternatively, leaving this section blank will mean a customer can apply for as many loans as they want. - **Use Time Since Loan Start As Well: **When this toggle is enabled the **Time Since Last Application** will also consider the customer’s most recent loan, meaning they will not see the apply now option if they have a loan that began more recently than the minimum time-frame specified above. - **Email Address: **When a customer clicks the **Apply Now** button an email notification of the request will be sent to the address input here. Leave blank if the user does not wish to receive an email. - **Link:** Once the customer clicks the **Apply Now** button they will be redirected to the URL specified here. Enter the URL of an application form, or leave blank if the user does not want customers to be directed to an application form. > ℹ️ If both the **Email Address **and **Link **fields are left blank, the **Apply Now** button will not show for customers. Once users have completed their desired configuration of the Customer Portal, click the **SAVE **button on the bottom-right of the page: ![image](media://ce9f2f77-3a5d-4b28-8c1f-fddfafae9392) --- # **Share & Embed Customer Portal** The Customer Portal Settings widget contains the links to share, or embed, the portal. ## **Share Customer Portal with URL Link** From inside the Customer Portal Settings widget: - Click the **Copy URL **icon, this will copy a link to the form to the clipboard: ![image](media://7633caaf-f19e-4bde-b809-2a85f131d01b) - Users can now share the link anywhere to share the Customer Portal with their customers, such as: - Social media: Post the link directly on social media platforms like Facebook, Twitter, LinkedIn, or Instagram. - Website integration: Users can attach the link to a button or hyperlink on their website. This enables visitors to their website to easily access the Portal with a single click. - QR code: [Generate a QR code](https://www.qr-code-generator.com/) using the link and include it on physical materials, such as brochures, flyers, or posters. When scanned with a smartphone or QR code reader, it will redirect users to the Customer Portal. When customers open the link they will be directed to the Sign In page of the Customer Portal. ## **Embed Customer Portal with HTML** > ℹ️ Users may need to consult with someone who has HTML experience to help with this step. From inside the Customer Portal Settings widget: - Click the **Copy Embed Code **icon, this will copy the HTML code to the clipboard: ![image](media://b99cab74-259e-47db-8789-92be2552eef4) - Users can now paste the HTML code into an `