Many pantries want to offer clients a simple way to register and book appointments online, without necessarily opening up full online ordering. Join the PantrySoft team for a feature deep dive into these stages of the Client Portal. We’ll start simple and build up:
Registration Only: How to set up the portal so clients can create and manage their household record online.
Registration + Appointments: Configuring schedule templates so clients can book real visit slots
A Glance at Online Ordering: A brief look at what changes when you layer on full online ordering (Virtual Choice Shopping), for pantries considering that next step
Portal Customization & Communication: Customizing instructions, text/email reminders, and other portal-specific details that shape the client experience
This session will help you know more about the options to configure your Client Portal to match your workflow.
Please Note: This webinar will cover Intermediate material. We’ll assume attendees have some familiarity with basic PantrySoft operations. Everyone is welcome to join and learn more!