Configure the Customer Portal

When To Use This#

Use this page when you need to find where customer portal settings live in Hello Sniff. Customer portal work is split across Customer Onboarding settings, Website status and notices, Branding, and Business profile details.

Before You Start#

• Sign in as an owner or manager.
• Confirm whether the change is about onboarding, public status and notices, visual branding, or business contact details.
• Have approved customer-facing copy ready before changing portal text, notices, agreements, document requests, or public status wording.

Customer Onboarding Settings#

Use Customer Onboarding settings for onboarding copy, agreements, document requirements, intake questions, and onboarding workflow options. This is the right place when the question is what a new or returning customer must read, upload, answer, or agree to.

For the detailed onboarding workflow, use Configure Customer Onboarding.

Website Status And Notices#

Use the Website page for public status and notice controls. This is the right place when the business needs to review a public notice, closure message, or status banner.

Do not invent closure, emergency, support-availability, or public-status policy in this article. Use business-approved notice wording. For the focused workflow, use Manage Website Status and Notices.

Branding And Business Details#

Use Branding settings for logo and visual style changes. Use Business profile settings for saved business name, timezone, address, phone number, and contact email.

If someone says "portal settings" are missing, first identify which visible page owns the change: Customer Onboarding, Website, Branding, or Business profile.

When Portal Controls Are Missing#

• If onboarding settings are missing, confirm the staff member is signed in to the right business and ask an owner or admin to review access on the Access page. See Manage Access and Invites.
• If Website notice or status controls are missing, ask an owner or admin to review whether the staff member has access to publish notices or public status updates.
• If an older customer portal link opens the Website page, use the visible Website controls instead of looking for a separate portal page.
• Do not define public status, closure, emergency notice, agreement, or document policy without approved business guidance.