The following article outlines how to customise and enable the customer portal on your website.
In this article:
- Enable the customer portal
- Style and preview your customer portal theme
- Enforce portal login/allow guest registration
- Hide the elearning and waiting list pages
Enable the customer portal
The customer portal is disabled on all platforms by default. If you are using WordPress or Web Controls, this is a two step process, you will need to enable the customer portal and then configure your integration settings.
Step 1: All website integrations
- Open the Settings menu.
- Select Customer portal.
- Select the Publish tab.
- Tick Enable portal.
Note: To enable the portal with an Arlo Website you must have the Terms and conditions and Privacy policy pages enabled on your website. To enable the portal with a WordPress or Web Controls integration, you must enter the URL where customers can view your Terms and conditions and Privacy policy pages. - Press Save changes.
Step 2a: WordPress website integration
Inside your WordPress Admin area, go to:
- Appearance then Menus
- Select your Header Menu to edit
- Under Add menu items, click Custom Links
- Enter the URL and Link Text for Customer Portal (e.g. https://<youplatformname>.arlo.co/w/portal)
- Click Add to Menu
- Save Menu
Step 2b: Web Controls website integration
Using your website CMS, add a new menu item to your navigation bar which links to https://<yourplatformname>.arlo.co/w/portal. Users will be presented with a login portal where they can either create an account or login to the portal. Please contact Arlo Support if you have any questions about this process.
Note: The customer portal is always hosted by Arlo. Cookies are placed in the users' browser to store their information when navigating between your site and the Arlo Customer Portal, so they won't have to keep logging in after leaving the portal.
Style and preview your customer portal theme
The customer portal can be themed to match your brand colours and, with WordPress and Web Controls website integrations you can add a logo of your choice.
To style your theme:
- Open the Settings menu
- Select Customer portal
- Select a Theme colour for your theme.
- For WordPress and Web Controls website integrations, you can select the Header background colour, Header text colour and add a Menu logo for your portal.
- Press Save changes.
Note: To preview your theme, press View customer portal.
Enforce portal login/Allow guest registration
You can choose to only allow only 'logged in' portal users register on events or allow 'guests' to register without logging in. By default, Arlo will allow guests to complete registrations in your checkout.
Enable/disable guest checkout
- To allow registrations without requiring the user to log in, tick No, allow guests to register (default).
- To only allow registrations from logged in customer portal users, tick Yes, all registrants must log-in to the Portal account.
Allow logged in users to register guests
- To allow logged in registrants to register additional guests, select Yes.
Save changes
- Press Save changes.
Hide the elearning and waiting list pages
In the event that you do not want your customer's to be able to view either their elearning or their waiting list applications, you can hide these pages from the customer portal.
Note: The elearning and waiting list pages will be automatically hidden if these features are disabled on your platform.
- Open the Settings menu.
- Select Customer portal.
- From the Pages section, untick the Enable eLearning list page or the Enable the waiting list page setting.
- Press Save changes.