Customer Portal

The Customer Portal allows you to interact directly with a customer during the planning stage of an event.

Only Function Tracker Admin and Staff users can activate and interact with the customer.

The core part of the portal is to allow the customer to see and make choices for their catering, beverages and equipment. They can also amend guest numbers and send you messages via the portal.

You need to enabling the customer portal for each event, and then send a link to the customer.

There is also a linked messaging system, which allows you and the customer to directly message via the customer portal, or send / reply directly via email. The details of these emails will also show on the customer portal.

Invoices and Run Sheets can also be sent using the Customer Messaging system. The details will also show on the Customer Portal and if you have also linked Function Tracker to an online storage system such as DropBox, Google Drive or One Drive, the document sent will also show on the Customer Portal.