For agencies📥 Portal, Import & Reports

Set up the customer booking portal

Give a customer a branded, PIN-protected link where they can submit interpreter requests directly.

The booking portal is a public page where a customer fills out a request form. It carries your branding, is protected by a PIN, and you can tailor which fields appear.

Step by step

  1. 1Open the customer record and enable the portal; OneTerp generates a shareable link and a PIN.
  2. 2Share the link and PIN with your customer (keep the PIN separate from the link for security).
  3. 3Customize the form: relabel fields and set whether the nature, onsite contact, and notes fields are visible, required, or hidden.
  4. 4Confirm the available locations, requestors, languages, and branding shown on the form.
  5. 5Reset the PIN at any time if it needs to be rotated, or disable the portal to take it offline.

Tips

  • The form carries a prominent notice asking requestors to avoid PHI: no full names, dates of birth, record numbers, or diagnoses, just initials or an ID.
  • The PIN is stored separately from the public link, so it cannot be read just by having the URL.
  • When you start the time field, the end time auto-fills to two hours later, which the requestor can adjust.
  • Re-enabling a portal keeps the same link, so previously shared URLs keep working.

Related articles

Still need help?

If this article didn't solve it, submit a ticket and the OneTerp team will follow up.

Submit a ticket
← Back to Help Center