Customer engagement
Each customer has their own customer portal for their visits, their notes to you and their agreements. No app and no password.
2 months free, no card needed.
All day is spent passing customers' requests and access changes on to the team.
Customers send you notes and change their access instructions from their own customer portal. The team member attending is emailed straight away when the visit is today or tomorrow.
Planned visits
The visits ahead, each with the day and whether it is the morning or the afternoon.
Send a request
A request sent from the customer portal reaches you straight away, and the team member attending when the visit is today or tomorrow.
Access instructions
Customers change their own access instructions after a code is emailed to them.
Also included
- A private portal. Each customer's link opens their customer portal in any browser, with no app and no password.
- Past visits. Past visits with the date, who came, what was done and the price.
- Their agreement. The customer reads, accepts and manages their agreement from the same page.
- Visit emails on or off. Customers can stop visit emails from their customer portal, and start them again.
- Several properties. A customer with more than one property sees them all on one page.
- Send or revoke the link. Send the link from the customer's record, or revoke it and send a new one.
- AI spreadsheet import. RotaRound's AI, built for service businesses, matches your columns, imports the complete rows and gives you back a filled-in template with the gaps highlighted to finish.
Questions about this feature
What do customers get from their customer portal?
Each customer has a private customer portal showing their planned visits, with the day and whether it is the morning or the afternoon, and their past visits with what was done and the price, which they can download as a spreadsheet. From it they can send you a note, change their access instructions, stop or restart visit emails, and read, accept or cancel their agreements. Read more: The customer's page and link
Do customers need a password?
No. Each customer receives a private link, and the link is the key. Changing access instructions asks for a six-digit code sent to the email address on their record. You can revoke a link at any time and send a new one. Read more: Revoking links
Can one customer have several properties?
Yes. Each property has its own services, prices, frequencies, access instructions and keys. Visits, agreements and price reviews are handled per property, and the customer portal and emails show them together. Read more: Properties