You can now give customers a PIN to access their Portal

Posted by getSoapy on 10th January 2024 in What's New . Last updated: 10th January 2024

You can now provide customers with a secure PIN to log into the Customer Portal.

This can be more reliable than sending secure links by SMS, as phone networks are increasingly choosing not to deliver SMS which contain short links.

You can also provide the PIN to customers over the phone, or in person.

To update your SMS templates to include the PIN go to More > Customers > Message Templates and update each template as required.

Secure links will continue to work as before, and are still automatically included in all emails sent to customers.

In association with A.E. Mackintosh

In association with
A.E. Mackintosh

With 25 years in exterior cleaning, Ashley is a recognised industry expert. His content has helped thousands of people start successful window cleaning businesses.

We've teamed up with Ashley to make getSoapy the perfect app for any local service business.

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