During the initial set up of Sharper a template containing a guide is sent to the current customer base that gives step by step instructions on how to login to the online customer portal for the first time. It also includes information to include a payment method. By using the reporting functionality, the instruction template can be sent to very specific customers.
Instructions
Navigate to CRM → Customers
Near the top right hand side of the screen select Marketing Email
Select the Customer Portal Instructions marketing template
Select an individual customer or leave it blank.
Select a Customer List Report. Anybody who would appear on the report that is selected will receive this marketing template.
It is highly recommended to send yourself the template to test. You may need to create yourself as a customer first.
See Also
CRM - Customer Portal — Staff guide for configuring portal access, what customers can see, and enabling the portal for your property.
Customer Portal - Accounts and First-Time Login — Step-by-step guide for customers on creating an account and logging in for the first time.