Customer self-service portal software Save time, grow loyalty
Offer a self-service portal for registrants so they can help themselves, anytime, anywhere. Create a beautiful customer experience that saves you time and brings them back for more.
Better for you, better for your customers
Empower your learners with self-service, leaving your team more time to focus on more important things that will grow your business.
A complete view
Let your customers login and access information about their upcoming and past training – including course instructions, professional development (CPD/CLE) points, and certificates.
Better experience
Allow learners to answer their own questions, and if circumstances change, transfer or cancel their own bookings. Create a modern, high-quality experience that delights your customers and fosters loyalty.
Match it to your brand
Easily change the look and feel of your portal to match your brand. Generate a consistent brand experience across your online channels.
Other features
Transfers & refunds
Let your customers transfer or cancel their own bookings.
Certifications & licensing
Arlo will automatically remind clients when their certification or license is about to expire and then create and track the renewal.
Partial payments
Allow customers to pay partially for a course and settle the bill at a later date. This can be done from within their portal.
Custom fields
Create unlimited custom fields in your database, then add them to your registration forms and customer portal.
Common questions
Customer self-service software allows users to access services and perform tasks without needing direct interaction with staff. Arlo’s Customer Self-Service Portal empowers learners by giving them control over their educational journey, from managing personal details to downloading certificates, thereby streamlining their experience and reducing administrative burdens.
Customer self-service portals offer a centralized platform for learners to manage their educational needs independently. By using Arlo’s portal, your training business can reduce operational costs, improve data accuracy, and provide a more responsive and empowering environment for users, which can lead to increased customer satisfaction.
Arlo’s Customer Self-Service Portal increases customer satisfaction by offering flexible management of course registrations, easy access to course materials and certificates, and seamless updates to personal information. These features ensure a more personalized and convenient experience, fostering a positive perception of your training services and encouraging continued engagement.
Effortless login integration
Learners can access the customer portal directly from your website to expedite the checkout process, ensuring a smooth transition from browsing to enrollment.
Detailed course insights
Customers can view detailed records of completed and upcoming courses at a glance, keeping their educational goals on track. The dashboard empowers customers so they get a comprehensive overview of their progress and schedule.
On-demand certificate access
Learners can download certificates for completed courses as soon as they are issued, right from the portal. Immediate access to certificates provides tangible proof of achievement, enhancing motivation and satisfaction for course participants.
Straightforward personal information management
Easily update contact details, including email addresses, phone numbers, and postal addresses, ensuring all communications are received promptly. This centralizes user data management, making it easier for users to maintain accurate and up-to-date information without needing to contact support.
Financial transactions
Customers can settle outstanding orders directly through the portal with simple payment options. Facilitating a smoother transaction process, reducing administrative overhead and improving cash flow by enabling immediate payment.
Waiting list management
Handle waiting list registrations efficiently, improving course availability and satisfaction. This system helps to maximize course fill rates and minimizes frustration by automatically notifying users when spots become available.
See how Arlo could transform your business
Try our FREE 14 day trial.