May 17, 2021
Author
Terrence Wang
Summary
How to invite new and existing customers to manage, track and book shipments through your new FreightPath Customer Portal
Contents
The FreightPath Customer Portal is a powerful tool for your customers to easily manage, track and book shipments directly with your brokerage. It's easy to set up, too!
To start, just go to the customer you'd like to invite (if you haven't added a customer yet, check this article out for how to do it) and press the three-dot menu button on the card. From there, select "invite user". This is the email to which shipment confirmations will be sent to, and which the customer will log in with!
Your customer will receive an email with instructions to finish setting up their account. Once they're done, they'll be able to log into their account at app.freightpath.io and begin booking shipments directly with you.
You'll also notice a blue checkmark next to the customer's name in your TMS once you've successfully invited them to create an account - this means that they'll receive emails for shipment confirmations, status updates and new invoices!
“With FreightPath, the ability to track freight, complete paperwork, and share updates within seconds has become invaluable; not just for my team but for my customers and carriers too.”
