Directory & Portal Settings

In this tutorial you will see the global settings available for the directory and portal on Squeegee.

Squeegee Team
4 steps
33 seconds

Sqgee

Go to Settings > Directory & Portal.

If you click into 'Manage Your Customer Portal' it will take you to the portal directory tab where you can see an overview, edit the layout and general settings relating to the portal.

Next, if you have had any reviews left through the portal, you will be able to choose which ones you would like to be displayed publicly on the portal.

Finally, you can decide if you would like customers to be sent their full portal quote by toggling the below setting accordingly.

Directory & Portal Settings

In this tutorial you will see the global settings available for the directory and portal on Squeegee.

Squeegee Team
4 steps
33 seconds

Sqgee

Go to Settings > Directory & Portal.

If you click into 'Manage Your Customer Portal' it will take you to the portal directory tab where you can see an overview, edit the layout and general settings relating to the portal.

Next, if you have had any reviews left through the portal, you will be able to choose which ones you would like to be displayed publicly on the portal.

Finally, you can decide if you would like customers to be sent their full portal quote by toggling the below setting accordingly.