How to send portal credentials to an individual/business customer?

You can follow the below steps to send the booking portal credentials to your existing customers. They can use the credentials to login to their account on the booking website.

Individual Customers:

Step 1: Go to Customers and select ‘Individual’ on the left navigation bar on the Car and Van Rental Software.

Step 2: Select the customer profile you want to send the credentials.

Step 3: Click on the ‘Send Credentials’ option on the top right.

Step 4: The credential link will be sent to the customers, through which they can log in.

Business Customers:

Step 1: Go to Customers and select ‘Business’ on the left navigation bar.

Step 2: Select the customer profile you want to send the credentials.

Step 3: Click on the ‘Send Credentials’ option on the top right.

Step 4: The credential link will be sent to the customers, through which they can log in.

In case if the customer is already verified on the booking site, the ‘Send Credentials’ button will be disabled in that particular customer’s profile.

That's it! You have successfully sent portal credentials to an individual/business customer.

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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