Module 2 Overview

The Customer Portal or Website allows your customers to place orders, submit quotes, review/edit their account and pay invoices. This module will walk you through setting up the customer portal and designing your theme.


A checklist is available to help guide your progress.

Click here to download the Module 2: Customer Portal Checklist

Table Of Contents


Please read all the below pages as you're setting up your customer portal
Time to read: ~40min


For this module's assignments you will be setting up your Zoey Customer Portal, then you will use the Visual Design Editor to build your theme and submit any questions to your Implementation Specialists:


The live session of this module is to answer any questions you have, review your setup and run through customer registration and browsing. We will also review your theme and help with some tips and tricks that will move you further toward going live.