Customize Your Client Portal Widget
The Client Portal Widget can be fully customized to best match your website's look and feel. To get started, open the Online Presence menu and select Website Widgets. Configuration actions for the Client Portal Widget are on the left side of the page.
Clicking Edit / View opens the Client Portal Widget Editor, where you can customize the widget's settings and actions. When you are ready to embed the widget in your website, click Add To Website.
Using the Client Portal Widget Editor
The left side of the Client Portal Widget Editor is where you control the different settings. As you make changes, you will see a preview of your Client Portal Widget on the right. You may preview both Desktop and Mobile modes. To preview the widget on your site, enter your website URL and click Go.
When you are finished making changes, clicking Done will automatically apply the changes to previously installed widgets. To add the widget to a new site, or to reinstall the widget, click Add To Website.
The following sections explain how to work with the Client Portal Widget Editor:
In this section, you select your preferred Display Mode, the Actions which your clients will be able to take online, and enable/disable the client portal login option (My Account).
The Display Mode you select determines where your additional actions display. You can choose to display the additional actions across the bottom of the Portal Invite (Inline Actions), or to display them as a floating menu on the side of your website (Floating Actions).
In the Choose Actions section, you can rearrange the order of the actions by dragging-and-dropping them into the preferred order. You can also change the Text of each action to best fit your needs. If you disable any of the Actions (by unchecking the checkboxes), they will not appear in your Client Portal Widget.
By default, the Show My Account checkbox is selected, allowing clients to log in to view and manage their personal interactions with your business. If you want to disable this option, clear the checkbox.
This section allows you to customize the Label text that will be displayed at the lower right side of your website. In addition, you can specify the Profile image, Title, Text and Main Action.
The Main Action will indicate the focus of your Client Portal Widget. By default, the Schedule action is selected. However, you can change this Main Action at any time to encourage a specific action from your clients when they visit your site. All additional actions will be available on the widget based on your Display Mode.
In this section you can control the behavior of the Client Portal Widget on your website. The lower portion of the General Settings section provides quick-access shortcuts to various important settings in your vCita account.
The settings are:
- Desktop view: Select the Enable checkbox to display the Client Portal Widget when a client accesses your website from a desktop computer. To delay the popup of the widget, select the Automatically display checkbox and set the number of seconds after which the widget should appear.
- Mobile: Select the Enable checkbox to display the Client Portal Widget when a client accesses your website from a mobile device. To delay the popup of the widget, select the Automatically display checkbox and set the number of seconds after which the widget should appear.
- Timing: Set the number of minutes after which the Client Portal Widget should reappear after being closed by a client.
To use a predefined theme for the Client Portal Widget, open the Theme list and select the theme that best matches the look and feel of your website.
Once you have selected a theme, you can click Create new theme based on current to further customize the widget.
Clicking the link opens a more configurable color selection screen and gives you the option to change the font style and size. You may name the theme as you wish.
Custom themes are added to your Theme list and can be used for other vCita widgets if desired.
Adding the Client Portal Widget to Your Website
When you are ready to add the widget to your website, click Add to Website. In the dialog that opens, choose your website platform from the list of options on the left.
After selecting an option, installation instructions will be displayed. If your platform is not listed, select Other websites (HTML) to get the code needed to install the widget.
To learn more about your integration options, please visit our Website Integration forum. If you need assistance with customizing the Client Portal Widget or adding it to your website, please contact us.
To learn more about how to customize the Client Portal widget using CSS click here.