OrderPilot
Book a demo

Topic · 8 guides

Customers and portal

Your customers, and the portal where they sign, pay and follow up.

  • 8 guides
  • About 39 minutes in all
  • Updated 31 Oct 2026
Start with The customer portal

Four guides, in the order you’ll use them

I want to set up the portal
  1. GUIDE 1 · 5 MIN

    The customer portal

    See what customers do in the portal: open it from your emails with a PIN, review and ask about quotes, sign, pay and follow their orders.

    Start guide 1

    YOU’LL BE ABLE TO

    • Explain how a customer opens the portal from an email and its PIN
    • Walk a customer through a portal quote: Looks good, questions, signing and paying
    • Read an order's stage and each item's progress the way the customer sees it
  2. GUIDE 2 · 4 MIN

    Set up portal access and message alerts

    Turn the customer portal on or off, disable every portal link at once, and know who gets an alert email when a portal message goes unread.

    Start guide 2

    YOU’LL BE ABLE TO

    • Turn the customer portal off or on
    • Disable every existing portal link after one went to the wrong person
    • Know what changes for customers and staff while the portal is off
  3. GUIDE 3 · 5 MIN

    How customers sign and pay online

    Follow your customer through signing and paying online: the sign page, the portal, pay links and Shopify checkout, and what they get afterwards.

    Start guide 3

    YOU’LL BE ABLE TO

    • Walk a customer through signing on the sign page or in the portal
    • Explain the signature styles and what the customer gets after signing
    • Show a customer where to press Pay for a deposit, the balance or each part of a split order
  4. GUIDE 4 · 5 MIN

    My orders and order tracking

    See how signed-in customers use My orders and guests follow an order on Track your order, pay the balance, and when both open the portal instead.

    Start guide 4

    YOU’LL BE ABLE TO

    • Explain where customers find all their quotes and orders
    • Know what guests see on Track your order and how they pay the balance there
    • Know when these pages send a customer to the portal

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Other topics

Get startedQuotes and ordersPayments and signaturesShowroom (POS)PurchasingInventory and costsCatalogStatuses and workflowOnline storeEmails and messagesBrandingWarranty and serviceTeam and permissionsSettings and integrationsReports

Can’t find what you need?

Send us a message or email support@meetorderpilot.com, and a person who knows furniture retail will answer.

Book a walkthrough