Invite a customer to the customer app

The customer app is your customers' own account with your agency. They sign in with their mobile or email and a one-time code, and see their trips, payments, points, your offers and a chat with you. Invite a customer so they get the link in a message.

Before you start

• You need permission to add and edit customers.
• The customer app must be on for your agency: Settings → Customer portal and loyalty, Customers can sign in. When it is off, the customer's file shows Customer app is off for the agency.
• The customer needs a mobile (for WhatsApp or a text message) or an email.

Steps

1. Open the customer and find Customer app, points and credit.
2. Open the ⋯ menu of that section.
3. If the customer is blocked (Blocked from the app), choose Allow in the app first, then open the menu again.
4. Under Invite to the app, choose By WhatsApp, By text message or By email. You see only the channels the customer can be reached on.
5. To share the link yourself instead, choose Copy the app address and paste it in your own message.

After you invite

• Invitation sent appears when the message went out. Invitation ready appears when WhatsApp opens on your device with the message written: press send in WhatsApp.
• The invitation goes out in the customer's language, with your agency's name and the link to the app.
• The message appears in the customer's Messages tab.
• Once the customer signs in, the status changes from Not signed in yet to In the app with the time they last used it, and the number of devices signed in shows next to it.

Manage the customer's access

The same ⋯ menu has:

• Sign out every device: ends the customer's sessions on all phones and computers, for example after they lose a phone. The message shows how many devices were signed out. Shown only when the customer is signed in somewhere.
• Block from the app: asks "Block this customer from the app?", then signs them out on every device. They cannot sign in until you choose Allow in the app. The message Customer blocked from the app appears.
• Allow in the app: lets a blocked customer sign in again. The message Customer can sign in appears.

If something goes wrong

• Invite to the app is not in the menu: the customer app is off for the agency, or the customer is blocked.
• Turn on the customer portal first (Settings → Customer portal): the customer app was turned off. Ask the owner to turn it on.
• This customer is blocked from the portal: choose Allow in the app, then invite again.
• This customer has no email or This customer has no phone number: add the email or the mobile with Edit, or use another channel.