Client area
Adjust the look, feel, and behaviour of your client-facing portal to create a simple branded look.| Field Name | Description |
|---|---|
| Landing page | Select the default page visitors see when arriving at your client portal. Options include: - Login page - Registration page - Store page |
| Page after login | Determine which page clients first see after signing in: - Dashboard - Products and Services - Support Section - Billing Section - My Account |
| Show catalogue | Control catalogue visibility based on conditions: - Always show - Show only to logged-in clients - Hide catalogue |
| Enter key action | Define the behavior of the Enter key in forms: - Enter key - Enter + Shift key combination |
| Disable support system | Option to enable or disable the integrated support ticketing system. |
| Hide client area signup/registration forms | Toggle visibility of signup and registration forms to clients. |
| Custom URL for logo button | Set a personalized URL that your brand logo links to within the client area. |
| Allow branding for parent clients | Enable parent clients to see brand imagery and appearance. |
| Whitelabel login | Render login and password reset pages without branding for a neutral, white-labeled look. |
Client registration
Configure settings related to client account creation.| Field Name | Description |
|---|---|
| Require phone number | Toggle requirement of a valid phone number during client signup. |
Basket
Customise the user experience and currency handling in the store’s shopping basket.| Field Name | Description |
|---|---|
| Default basket currency | Determine how basket currency is set for new visitors: - Use default brand currency - Use visitor’s browser/language locale |
| Add to basket funneling | Control what happens after users add a product to the basket: - Keep users on the current page when possible - Redirect users to the next setup/checkout step |
| Billing term display | Choose how billing terms display when selecting product options: - Radio select (list) - Card select (visual cards) |
| Price before discount position | Decide where the original price displays relative to the discounted price: - Before discounted price - After discounted price |
| Payment term descriptions | Select cycle term description style: - Use yearly terms (e.g., annually) - Use monthly terms (e.g., 12 months) |
| Truncate product descriptions | Enable or disable truncation of product descriptions in listings. |
Checkout
Customise checkout page layout and appearance.| Field Name | Description |
|---|---|
| Checkout flow | Choose your checkout style: - Stepped checkout (multi-step) - One-page checkout |
| Checkout summary colour | Set background color for the checkout summary in one-page checkout; choose a dark or light tone for accessibility. |
| Checkout summary colour 2 | Add a second background color to create a gradient effect (optional). |
| Checkout summary contrast mode | Select text contrast for checkout summary to ensure readability: - Dark mode (white text for dark backgrounds) - Light mode (dark text for light backgrounds) |
| Hide promo code field for clients and guests | Optionally hide the promotional code input box during checkout while still allowing automatic promotions. |