Customer portal
Questions and answers in the portal (FAQ)
Put your own questions and answers in the customer's portal — what to include, how to add and order them, and where customers read them.
- 1 min read
- Checked against MoveBoard
- For owners & admins
FAQ in the customer's menu shows Questions we hear often — your own questions and answers, each opening under its question when tapped. It saves your team the same phone call over and over.
Add your questions
- Open Settings › Customer experience › FAQ.
- Press Add question.
- Type the question and the answer.
- Press the card's Save.
Each card saves on its own. The customer's FAQ shows them in the order on the page — drag a card, or use Move up and Move down; a move saves as soon as you drop it.
What to put in
Good questions are the ones your office answers every day:
- How do I prepare for moving day?
- What won't the movers take (plants, paint, propane)?
- How is the price worked out? Is there a minimum?
- What does my protection cover, and how do I report damage?
- Can I change my date? How do I cancel?
- How do I pay — and do you take cash?
Keep answers short. For the price and the protection, say it in plain words and point to the Quote Details and Protection Plan on their Home page.
Where customers see it
- FAQ in their portal's menu. With no questions yet it says No questions here yet.
- The menu item can be hidden in the client portal designer.
Related guides
- Customer portalThe customer's moves and Home pageWhat a customer sees when they sign in — their current and past moves, the button to request a new move, and the Home page of each move with its progress, status and cards.
- Customer portalPolicies, certificates of insurance and building time windowsThe company policy, cancellation policy and terms customers agree to when they book — and how customers tell you a building needs a certificate of insurance or has set hours.
- Customer portalDesign the client portalMake the customer portal yours — click any part of the live portal to hide it, reword it or recolour it, set what customers may do, match your brand's colours, and save.
- Customer portalCustom blocks on the portalAdd your own boxes to the customer's Home — a note before the move, a guarantee, your memberships — shown only for the statuses, services and move types you choose.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.