Your free Plannit membership entitles you to a Customer Portal to facilitate communications between you and your clients when they want more information, order your services and/or make transactions. With this Customer Portal, you'll receive your requests in Plannit and be able to respond easily, using Plannit's message centre.
This customer portal is automatically published on the plannit.io page, giving you additional online visibility for potential clients looking for your services. If you haven't already done so, we suggest you complete your merchant profile to showcase your company and attract the attention of potential customers looking for your services.
To access your profile and make changes, go to "Settings", select "Company" and complete the section (see image below).
Add personalized information in less than 5 minutes:
Upload your logo: we suggest you upload your logo in .jpeg or .png format so that it appears prominently on your listing/profile
Fill in your contact details: make sure you complete all applicable sections to give your customers every possible way to find you.
Add a description of your services: write a short paragraph on the range of your services and/or elements of specialization/differentiation that could enhance your profile.
Add photos of your achievements (if applicable to your type of services): adding photos helps demonstrate your professionalism and attract visitors' attention.
The finished product should look like this:
You can also install this customer area on your social media and/or website. To find out more about how to do this, contact us via Plannit chat or at [email protected].