Self-Service Studio - Settings
Self-Service Studio allows you to configure the settings of your customer portal.
Choose what information the customer has to provide when logging in to their personal area.
Enable or disable Promise to Pay and Payment Plans Screens in the customer personal area
Customise customer Self-Service Studio customer portal
Customise the theme and branding of the customer personal area. Upload PNG files of your company logo and personalise the customer portal colour palette. Once these settings are updated, the 'Preview Client Portal' allows your organization to get a preview of what the Customer Self-Service Studio personal area will look like.
Configure a payment gateway
To take a payment through the portal, Webio Self-Service Studio can be connected directly to your existing payment gateway. This process takes about a month, and includes connecting the gateway to the portal, testing and approval processes, and the Webio team working with you to ensure your gateway functionality. Please contact email@example.com
if you are willing to setup your existing payment gateway.
Configure a webhook URL
Configure from the Other Settings Screen a Webhook. Using a webhook you can configure your endpoint within your database to receive post data. Post Requests update your internal systems and are triggered when an event you are subscribed to, happens. This can be when an user make a payment, select a new payment-plan or make a new promise-to-pay.
Please note that this feature is still work in progress. Please get in contact with firstname.lastname@example.org
to learn more.
Self-Service Studio - Overview
Self-Service Studio it's a portal that empowers your customer to make payments, set up arrangements or make a promise to pay. Organizations can generate campaigns files, that contain unique urls, that when clicked by customers in their SMS, Messaging ...
Self-Service Studio - View Records
Overview In the View Records panel you have a complete overview of your debtors dataset. Also you can quickly check single customer information from here. Delete a customer record You can delete a customer record using the delete button Accessing ...
Self-Service Studio - Import Records
Overview Through the Import Records section you can: Upload new dataset or update existing one; download sample and template files; export your current whole customer records. Check file history uploads and also create an export file for each of the ...
Self-Service Studio - Generate Campaign File
Overview The Generate Campaign screen l lets you segment your whole customers dataset and generate a customer targeted campaign file based on the range of values you specify in this panel's fields. Your campaign file will include: Customers' IDs ...
Self-Service Studio - Payments
Overview The Payment Panel displays customers payments history. You can export a .csv file of the records. Access customers payments history From the Payments Panel you have an overview of all your customers' payments records such as transaction ...