HEXYL PORTAL

Your business.
Their own space.

Sign in simplyEmail link or password
Keep the conversationFind past communications or start a new one
Manage the next visitBookings, payments and shared documents

Customer-facing tools, connected to your business.

09 / HEXYL PRODUCTSOne place to stay connected.

Hexyl PortalIs it right for me?What it does How it works Works with

IS HEXYL PORTAL RIGHT FOR YOU?

What to know before you choose.

When customers call again to find a booking, retrieve information or continue an earlier conversation.

What we need to set it up

Your business identity and the customer records that should be connected.
Sign-in options and access rules for communications, appointments and documents.
Hexyl Connect, Book and Pay connections where conversations, bookings and deposits are part of the portal experience.

Where your team stays involved

Each customer should see only the information they are authorised to access. Booking on someone’s behalf does not automatically give access to their private communications or documents. Confirm which connected channels appear in the portal.

How to judge the result

Track repeat administrative enquiries, customer-initiated conversations, booking changes completed through the portal and requests that still need your team.

Read the practical guide

Hexyl product information. Examples illustrate the workflow; your proposal confirms the products, connections and service scope. How we describe Hexyl.

Connections checked for your setupScope and costs confirmed in writingNo payment to request a proposal

BUILT FOR THE EVERYDAY

Make the next step easier.

Smart sign-in

Customers can sign in with an emailed link or use their password. Make returning to their account straightforward.

A conversation they can return to

Keep customer communications and call summaries together. Customers can find previous information and initiate a new conversation.

More self-service, less chasing

Customers can book, reschedule or cancel appointments, see payment status, share documents and manage communication preferences.

THE CONVERSATION CONTINUES

See how it works.

See how customer portal & smart sign-in fits into the work. We’ll agree the steps to suit your business and your team.

Hexyl Portal in action

1Sign in to your customer portal

2Find your communications and booking details

3Start a conversation or arrange an appointment

4Pay a requested deposit or share a document

✓Return to the updated booking and conversation

Example of how it works

PART OF SOMETHING BIGGER

Start here.
Connect what’s next.

Keep customer details and conversation history together as you add more products.

Explore all nine products

START WITH WHAT YOU NEED

Put Hexyl Portal to work.

Choose this product on its own, or connect it to the rest of Hexyl. Tell us what your business needs.

Add a customer portal

Hexyl PortalYour customer portal. One place to stay connected.

Your business.Their own space.