{"id":599,"date":"2021-06-21T13:43:08","date_gmt":"2021-06-21T13:43:08","guid":{"rendered":"https:\/\/simplygest.cloud\/academy\/?p=599"},"modified":"2023-06-27T12:12:40","modified_gmt":"2023-06-27T12:12:40","slug":"personaliza-un-portal-de-clientes-para-tus-clientes","status":"publish","type":"post","link":"https:\/\/simplygest.cloud\/academy\/personaliza-un-portal-de-clientes-para-tus-clientes\/","title":{"rendered":"Personaliza tu propio &#8216;Portal de Clientes&#8217; para tus clientes"},"content":{"rendered":"\n<p>\u00bfTe gustar\u00eda disponer de un <em>portal<\/em> personalizado <strong>donde tus clientes puedan recibir tus facturas y presupuestos, <\/strong>contactar con tu Empresa o <strong>incluso<\/strong> <strong>pagar las facturas pendientes<\/strong>? Sigue estos pasos para configurar tu propio&nbsp;<strong>Portal de Clientes<\/strong>, dependiendo del Plan que tengas contratado.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/Sin-titulo-1024x731.png\" alt=\"\" class=\"wp-image-2484\" width=\"704\" height=\"501\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/Sin-titulo-300x214.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/Sin-titulo-768x548.png 768w\" sizes=\"(max-width: 704px) 100vw, 704px\" \/><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\">Activa y configura tu Portal de Clientes<\/h4>\n\n\n\n<p>Dir\u00edgete a <strong>Administraci\u00f3n <\/strong>y pulsa en <strong>Portal de Clientes<\/strong> -&gt; <strong>Configurar<\/strong>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-216.png\" alt=\"\" class=\"wp-image-682\" width=\"507\" height=\"217\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-216.png 679w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-216-300x128.png 300w\" sizes=\"(max-width: 507px) 100vw, 507px\" \/><\/figure><\/div>\n\n\n<p>Aparecer\u00e1 la ventana de configuraci\u00f3n de tu Portal, en la que encontrar\u00e1s algunas opciones de personalizaci\u00f3n:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-6.png\" alt=\"\" class=\"wp-image-2497\" width=\"548\" height=\"490\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-6.png 875w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-6-300x268.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-6-768x687.png 768w\" sizes=\"(max-width: 548px) 100vw, 548px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li><strong>Usar \u00abPortal de Clientes\u00bb<\/strong>: permite activar o desactivar tu Portal. Recuerda que tambi\u00e9n puedes habilitar o deshabilitar el Portal para determinados clientes concretos, desde la ficha de cada cliente.<\/li><li><strong>URL personalizada<\/strong>: Puedes personalizar la URL de tu Portal indicando un <strong>nombre o identificativo \u00fanico<\/strong>, de forma que tus clientes puedan ver una URL m\u00e1s amigable y asociada a tu Empresa. Tienes m\u00e1s informaci\u00f3n sobre las URL personalizadas <a href=\"https:\/\/simplygest.cloud\/academy\/personaliza-aun-mas-tu-portal-de-clientes-con-una-url-personalizada\/\" target=\"_blank\" rel=\"noreferrer noopener\">aqu\u00ed<\/a>.<\/li><li><strong>Env\u00edo de Documentos<\/strong>: elige c\u00f3mo quieres enviar tus documentos (facturas y presupuestos) a tus clientes. Tienes tres opciones:<ul><li><strong>Enviar los archivos adjuntos en el email<\/strong>: las facturas se enviar\u00e1n en formato PDF adjuntos en el email.<\/li><li><strong>Enviar un link al Portal<\/strong>: se enviar\u00e1 al cliente un email con un link para entrar en tu Portal de Clientes.<\/li><li><strong>Ambas opciones<\/strong>: se enviar\u00e1 tanto el PDF como el link al Portal.<\/li><\/ul><\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Opciones del Portal<\/strong>:<ul><li><strong>Permitir que tus clientes te env\u00eden mensajes desde el Portal<\/strong><\/li><li><strong>Mostrar la direcci\u00f3n de tu Empresa en el Portal<\/strong><\/li><li><strong>Mostrar tus n\u00fameros de tel\u00e9fono en el Portal<\/strong><\/li><li><strong>Mostrar tus Redes Sociales en el Portal<\/strong><\/li><li><strong><a href=\"https:\/\/simplygest.cloud\/academy\/integracion-con-paypal-cobra-tus-facturas-desde-tu-portal-de-clientes\/\" target=\"_blank\" rel=\"noreferrer noopener\">Permitir cobrar facturas con PayPal en el Portal<\/a><\/strong><\/li><li><strong>Mostrar tu Cuenta Bancaria como forma de pago<\/strong><\/li><li><strong><a href=\"https:\/\/simplygest.cloud\/academy\/permite-a-tus-clientes-aceptar-tus-presupuestos-desde-tu-portal-de-clientes\/\" target=\"_blank\" rel=\"noreferrer noopener\">Permitir a tus clientes aceptar presupuestos desde el Portal<\/a><\/strong><\/li><li>Mostrar Gr\u00e1ficos\/Estad\u00edsticas del Cliente<\/li><li>Mostrar tambi\u00e9n los documentos antiguos del Cliente<\/li><\/ul><\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Ver tu Portal de Clientes<\/strong>: permite abrir una <em>vista previa<\/em> de tu Portal de Clientes y muestra informaci\u00f3n sobre el mismo.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Restringe el acceso a tu Portal a determinados clientes<\/h3>\n\n\n\n<p><strong>IMPORTANTE:<\/strong> Es importante <strong>deshabilitar el Portal a determinados clientes<\/strong>. Por ejemplo, si realizas ventas de contado (es decir, todas las ventas a un mismo cliente gen\u00e9rico), deber\u00edas desactivar el Portal. Ten en cuenta que el Portal muestra todas las ventas de un cliente, por lo que si no se trata de un cliente concreto, no deber\u00edas mostrar el resto de las ventas a todos los destinatarios.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u00bfC\u00f3mo acceden mis clientes a mi Portal de Clientes?<\/h4>\n\n\n\n<p>Si tienes el Portal activado y has seleccionado la opci\u00f3n que permite enviar un link al portal, cuando env\u00edes una factura o presupuesto por email a tu clientes, \u00e9ste recibir\u00e1 un email (<a title=\"Personaliza las plantillas de los email que env\u00edes\" href=\"https:\/\/simplygest.cloud\/academy\/personaliza-las-plantillas-de-los-email-que-envies\/\" target=\"_blank\" rel=\"noreferrer noopener\">que puedes personalizar con tus plantillas de email<\/a>) con un <em>link <\/em>al Portal. Al hacer <em>click <\/em>en el <em>link<\/em>, tu cliente acceder\u00e1 directamente al portal y <strong>podr\u00e1 ver y descargar sus facturas, presupuestos y mucho m\u00e1s<\/strong>.<\/p>\n\n\n\n<p>Te recomendamos leer el apartado anterior, donde explicamos que no deber\u00edas habilitar el Portal a todos los clientes, sino \u00fanicamente a aquellos dados de alta correctamente, con su nombre, email, etc.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-218.png\" alt=\"\" class=\"wp-image-684\" width=\"475\" height=\"434\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-218.png 638w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-218-300x274.png 300w\" sizes=\"(max-width: 475px) 100vw, 475px\" \/><figcaption>Ejemplo de email que recibir\u00e1 tu cliente con un link a tu Portal<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\">\u00bfQu\u00e9 pueden hacer mis clientes en el Portal de Clientes?<\/h4>\n\n\n\n<p>El uso principal del Portal es poder <strong>consultar y descargar las facturas y presupuestos<\/strong> que les env\u00edes y, opcionalmente, <strong>contactar con tu Empresa<\/strong> mediante un <strong><a title=\"C\u00f3mo contactar con un Cliente\" href=\"https:\/\/simplygest.cloud\/academy\/como-contactar-con-un-cliente\/\" target=\"_blank\" rel=\"noreferrer noopener\">sistema de mensajer\u00eda<\/a><\/strong>. Adem\u00e1s, podr\u00e1n aceptar tus presupuestos, pagar tus facturas y mucho m\u00e1s! Esto es todo lo que podr\u00e1n hacer tus clientes desde tu Portal:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Consultar y descargar el documento que le acabas de enviar:<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-30.png\" alt=\"\" class=\"wp-image-2069\" width=\"480\" height=\"413\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-30.png 762w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-30-300x258.png 300w\" sizes=\"(max-width: 480px) 100vw, 480px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Buscar, consultar y descargar <strong>todas las facturas y presupuestos<\/strong> que le hayas enviado a tu cliente. Dependiendo de si has activado la opci\u00f3n para que puedan ver tambi\u00e9n los documentos antiguos, podr\u00e1n ver todo su historial de ventas y presupuestos o \u00fanicamente el documento que le hayas enviado en cada momento.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-220-1024x506.png\" alt=\"\" class=\"wp-image-686\" width=\"674\" height=\"332\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-220-1024x506.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-220-300x148.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-220-768x379.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-220.png 1403w\" sizes=\"(max-width: 674px) 100vw, 674px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Ver su <strong>hist\u00f3rico de compras a tu Empresa<\/strong> y un gr\u00e1fico del <strong>importe pagado y pendiente<\/strong> de pago. Esta opci\u00f3n tambi\u00e9n es opcional. Puedes configurar el Portal para que no incluya el Gr\u00e1fico\/Estad\u00edsticas del Cliente.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-221-1024x408.png\" alt=\"\" class=\"wp-image-687\" width=\"680\" height=\"270\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-221-1024x408.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-221-300x119.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-221-768x306.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-221.png 1399w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li><strong>Aceptar tus Presupuestos f\u00e1cilmente<\/strong> con solo pulsar un bot\u00f3n (<a href=\"https:\/\/simplygest.cloud\/academy\/permite-a-tus-clientes-aceptar-tus-presupuestos-desde-tu-portal-de-clientes\/\" target=\"_blank\" rel=\"noreferrer noopener\">m\u00e1s informaci\u00f3n<\/a>) e incluso <strong>firmarlos <\/strong>(firma manuscrita):<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-32.png\" alt=\"\" class=\"wp-image-2075\" width=\"324\" height=\"126\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-32.png 432w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-32-300x117.png 300w\" sizes=\"(max-width: 324px) 100vw, 324px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Ver el <strong>Historial de <a title=\"C\u00f3mo contactar con un Cliente\" href=\"https:\/\/simplygest.cloud\/academy\/como-contactar-con-un-cliente\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mensajes<\/a> enviados y recibidos<\/strong> a tu Empresa:<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-222-1024x543.png\" alt=\"\" class=\"wp-image-688\" width=\"680\" height=\"360\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-222-1024x543.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-222-300x159.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-222-768x407.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-222.png 1402w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li><strong>Pagar tus facturas<\/strong> con PayPal, Tarjeta de d\u00e9bito\/cr\u00e9dito, <a href=\"https:\/\/simplygest.cloud\/academy\/pasarela-de-pago-por-transferencia-bancaria-integrada-en-tu-portal-de-clientes\/\">Transferencia<\/a> r\u00e1pida online o <a href=\"https:\/\/simplygest.cloud\/academy\/permite-a-tus-clientes-pagar-tus-facturas-con-bizum-usando-la-integracion-con-la-pasarela-de-redsys\/\">Bizum<\/a>: tienes m\u00e1s informaci\u00f3n sobre la integraci\u00f3n con PayPal <a title=\"Integraci\u00f3n con PayPal: cobra tus facturas desde tu Portal de Clientes\" href=\"https:\/\/simplygest.cloud\/academy\/integracion-con-paypal-cobra-tus-facturas-desde-tu-portal-de-clientes\/\">aqu\u00ed<\/a>, o con la pasarela virtual de <a href=\"https:\/\/simplygest.cloud\/academy\/permite-a-tus-clientes-pagar-tus-facturas-con-tarjeta-usando-la-integracion-con-la-pasarela-de-redsys\/\" target=\"_blank\" rel=\"noreferrer noopener\">RedSys<\/a> aqu\u00ed.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/11\/image-1.png\" alt=\"\" class=\"wp-image-1035\" width=\"558\" height=\"399\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/11\/image-1.png 812w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/11\/image-1-300x214.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/11\/image-1-768x549.png 768w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li><strong>Enviar y recibir mensajes<\/strong> a tu Empresa (<a href=\"https:\/\/simplygest.cloud\/academy\/asi-funciona-el-chat-con-el-que-puedes-contactar-con-tus-clientes\/\">Chat<\/a>).<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-4.png\" alt=\"\" class=\"wp-image-2491\" width=\"550\" height=\"431\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-4.png 798w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-4-300x235.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/06\/image-4-768x602.png 768w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Ver <strong>informaci\u00f3n de contacto de tu Empresa<\/strong>, si as\u00ed lo has indicado en la configuraci\u00f3n del Portal:<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-224-1024x748.png\" alt=\"\" class=\"wp-image-690\" width=\"710\" height=\"518\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-224-1024x748.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-224-300x219.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-224-768x561.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-224.png 1400w\" sizes=\"(max-width: 710px) 100vw, 710px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li><strong>Concertar citas\/reuniones<\/strong> con tu Empresa (tienes m\u00e1s informaci\u00f3n <a href=\"https:\/\/simplygest.cloud\/academy\/integracion-con-calendly-permite-a-tus-clientes-concertar-citas-y-reuniones\/\" target=\"_blank\" rel=\"noreferrer noopener\">aqu\u00ed<\/a>):<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-31.png\" alt=\"\" class=\"wp-image-2072\" width=\"419\" height=\"277\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-31.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/01\/image-31-300x198.png 300w\" sizes=\"(max-width: 419px) 100vw, 419px\" \/><\/figure><\/div>\n\n\n<p>Y todo ello desde cualquier navegador web, <strong>desde el PC, m\u00f3vil o tablet del cliente<\/strong>, con una interfaz sencilla para que tus clientes no tengan ning\u00fan problema.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Crea un Portal de Clientes personalizado para facilitar la gesti\u00f3n de facturas, comunicaci\u00f3n y pagos con tus clientes. \u00a1Aprende c\u00f3mo configurarlo paso a paso!<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11,12],"tags":[],"class_list":["post-599","post","type-post","status-publish","format-standard","hentry","category-administracion","category-opciones-generales"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Personaliza tu propio &#039;Portal de Clientes&#039; para tus clientes | SimplyGest Cloud Academy<\/title>\n<meta name=\"description\" content=\"Personaliza tu propio &#039;Portal de Clientes&#039; para tus clientes | Administraci\u00f3n | SimplyGest Cloud Academy\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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