Action Webforms add further functionality to the Client Portal by allowing clients to:
- Book Jobs: Clients can schedule jobs directly through the portal.
- Request Quotes: Clients can request new quotes without needing to contact the business separately.
- Place Orders: The portal can handle various order forms, making it easier for clients to place orders.
- Custom Forms: Businesses can create and add custom webforms tailored to their specific needs, enhancing the portal’s versatility.
To add webforms to the Client Portal, so that your customers can have access to them, in the Web Portal, go to the Settings cog > Client Portal > Client Portal Settings > scroll down to Form Settings. Here, you will see that there are already some default examples of form types you could have available, however they are not connected to any webforms yet. You can also add more form options by selecting + Add. And delete any unwanted forms by selecting the bin icon beside the form.
To set these up, you will need to have relevant forms that you'd like your customers to access, with Webforms enabled in their settings.