This article will guide you through the process of signing up a new client and scheduling a visit in the Pantrysoft Client Portal. This article will cover the default Client Portal options. The Client Portal is optional, and does incur additional charges.



TABLE OF CONTENTS


Definition

The Client is an e-commerce style ordering tool allowing your clients to self-register, book appointments (optional), and pick out their own items (optional). Options are adjustable based on the individual's pantry's needs. The Client Portal is designed to work in tablet, smartphone, or desktop web browsers. 


Note: At any time, you can click on the globe icon on the top right of the screen to change languages.



Signing up a New Client

Follow these steps to create a new account and sign in.

  1. Access the Client Portal.
    Navigate to your pantry's Client Portal website.Login Screen
  2. Create a new account.
    Click or tap Sign Up to create a new account.

  3. Enter your first name, last name, username, email, and password.
    Passwords must be at least 8 characters in length, and must include at least one uppercase letter(A-Z), lowercase letter(a-z), and number(0-9). Optionally you can enable an account number field which can be used by organizations for a variety of purposes--for example: Student ID. 
    Client Account Creation Screen
  4. Save your new account information.
    Click or tap Sign Up to register your information. This will return you to the initial login screen.

Registering

Follow these steps to register a new client

  1. Log in.
    On the login screen. enter your Username and Password. Click or tap Login.

  2. If this is their first visit, a new client must register.
    The registration form will already have the First Name, Last Name, and Email information filled out. By default, you must provide at least the following: First Name, Last Name, Date of Birth, Street Address, City, and State.

    Note: If you type in the Postal Code first, it will auto-populate the City and State sections of the form.

    Registration Due Form
  3. Click or tap Save and Exit.

Scheduling

Follow these steps to schedule a visit. This is applicable if you are using a block scheduling system.

  1. Schedule a visit time.
    Next, you will be able to schedule your visit using one of the available scheduling blocks. Click or tap the plus icon on the right side of the screen to select your preferred time slots.

    Client Portal Scheduler
  2. Verify the appointment.
    Review the scheduled appointment date and time on the screen. Click or tap Cancel Appointment if you wish to choose a different day. A screen will pop up to confirm the cancellation. Click Confirm Cancellation to cancel and return to a screen where you can make a new appointment. Click Abort to go back to the appointment summary screen.Appointment Confirmation Screen



Client Portal Quickstart (Registration Only)

Client Portal Quickstart (Registration, Scheduling, and Inventory)