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    A function of your portal, in full

    You decide who gets through the door, and what they agree to on the way in.

    Customer accounts and sign-up is the door of your portal: what the form asks a new customer, whether their account works at once or waits for you, what they see once they are in, and the terms, privacy and refund pages they read under your name. Set once, it lets a shop for car owners take orders at midnight, and keeps a trade portal's prices for the garages you know.

    A tuning portal can be two very different places. One is a shop for car owners, where a person who finds you tonight should be able to register, upload a read and pay before they lose interest. The other is a trade portal, where the prices are for garages you know, and a stranger with a free email address should not be seeing them, let alone sending files. The same portal can be either. This function is where that is decided, and it is decided by a few switches, not by somebody watching the inbox.

    Four screens make it up. Client Sign-ups is a page in the menu with two tabs: the rule for new accounts, and a table of where your sign-ups came from and what they went on to spend. Sign-up, in Settings, is the form itself: whether a phone number is required, whether the customer must confirm they are a business, whether the form asks how they found you. Customer accounts, also in Settings, is what a customer has once inside: whether they set their own tool type, how much of a request they see, and a quick power quote on their dashboard. Terms and legal pages holds the words every customer can read before they pay: terms, privacy, refunds, cookies and a GDPR statement, in each language your portal speaks.

    The pieces lean on each other. Approval decides who gets in; the business confirmation records what they said about themselves when they did; the terms record when they accepted; and the table of sign-ups tells you which advert, flyer or email brought the customers who actually bought. On a dealer portal under a master, the approval rule may be the master's to set for the whole network, and the dealer's page then shows the master's choice, read-only.

    The sign-up form, the account settings and the legal pages are in every package. Approving new customers, and the Client Sign-ups page it lives on, come with Pro and above. The quick power quote comes with Solo and above.

    A shop's day without it

    A garage registers on a trade portal on a Sunday, sees the dealer price list, uploads two files and pays by card before anyone at the shop knows the account exists. Or the opposite: a car owner registers on Friday evening, the owner wanted to look at every account first, and nobody notices the waiting one until Tuesday. A customer with a file that will not write to the car cannot be rung, because the form never asked for a number. And when a private buyer argues that the trade terms did not apply to them, nobody can show what they agreed to, or when.

    One new account

    From the sign-up form to the first file

    What a new customer meets on the way in, with every rule switched on. Each step is one setting; leave a setting off and its step is not there.

    1. The formName, email, password, and a phone or WhatsApp number. With the number required, the sign-up is refused without one, with a plain message why.
    2. I act as a businessA box that must be ticked, beside the sentence you wrote. The moment of the tick and the exact sentence shown are stored on the account.
    3. How did you hear about usAn optional question with your own answers. A blank answer stops nobody.
    4. The account waitsWith approval on, the account is made but closed. The customer is told it awaits approval, and you get an email naming them and how many are waiting.
    5. You approveIn Users, one account or several at once. Each customer gets an email the moment they are in.
    6. The first fileThey sign in, see the prices of their account type, and send a read like anyone else.

    With approval off, the last three steps are one: the account works the moment it is made.

    The customer's side

    The sign-up form, as a new customer meets it

    Most people register from a phone, standing next to the car. The form asks only what you switched on, and says why when it refuses.

    Brackenford PerformanceYour account is approved. Sign in to send your first file.
    now
    Create your accountAwaiting approval
    • Name and emailWho the account belongs toalways
    • Phone or WhatsAppSo the shop can reach you about your filesrequired
    • I act as a businessThe sentence the shop wrote, in your languagerequired
    • How did you hear about us?A friend, a search, the meet, otheroptional
    TermsPrivacy
    Drawn from the portal; a sample shop.
    1. A number you can ringWith Phone number required on, the field is compulsory and says it is for a phone or WhatsApp number. The number is tidied however it was typed, so your team reads it in one form.
    2. A tick you can show laterThe business confirmation stores the date, the time and the sentence the customer saw, in the language they saw it. Changing the sentence later does not change old accounts.
    3. A question that stops nobodyHow they found you is optional. The answers are yours to write, and they are counted beside your campaign links.
    4. Terms and Privacy, one press awayThe sign-in page links to your terms and your privacy policy as soon as they have text, on the portal or on your own website.
    5. Told when they are inA waiting customer reads that the account awaits approval. When you approve them, the portal emails them at once.

    Where they come from

    Which advert brought the customers who bought

    The second tab of Client Sign-ups follows a campaign from its link to the money, so the next one is chosen from a table and not from a feeling.

    1. A link per campaignPress New link, name the campaign, and copy the link into the post, the flyer or the email.
    2. VisitsEvery visit through the link is counted against it.
    3. AccountsA customer who registers through it is counted for that link. One who signed up another way can be counted by hand, recorded with your name.
    4. Who got a fileHow many of those accounts went on to receive a tuned file.
    5. First-year spendWhat they spent in the first year of their account: invoices net of tax, less chargebacks. Bonus credits are never counted.

    The whole table exports to a spreadsheet. The answers to the sign-up question are shown beside it; the link is what counts a customer.

    What you find on it

    Client Sign-ups

    A page in the portal's menu, with Pro and above. It is where you decide what a new account may do before you have looked at it: start sending files at once, or wait until you approve it. A second tab tells you where your sign-ups come from, link by link, and what each went on to buy. The page sets the rule; the approving itself is done in Users, where the people waiting are counted at the top and each account opens with an approve button.

    Approve each new customer
    The Approval tab is one switch, Require approval for new client sign-ups, and its Save. On, a new account is held until you approve it. Off, new customers are active the moment they register. The first time it goes on, every account that already existed is approved in one go, and the page tells you how many were kept active.
    The locked card
    On a dealer portal whose master has set the rule for the network and locked it, the form is replaced by a card: managed by your network operator, with what new sign-ups do right now. There is nothing to press. A master's own portal, and a portal that works alone, are never locked.
    The quick settings on the page
    Beside the heading sit the approval switch and Phone number required, so the two rules about the door are changed where the door is, without opening the settings.
    Where they come from
    Your links, one per campaign, each with its visits, its accounts, who got a file and what they spent in their first year. Count a customer for a link adds one who signed up another way. The optional question on the sign-up form is switched on here, with its answers one per line, and Export CSV takes the whole table away.

    Customer accounts

    Settings → Customers and prices → Customer accounts. This section decides what a customer has once they are inside: whether they may set their own tool type, which changes the prices they pay; how much of a request they see when they open one; and whether their dashboard carries a quick power quote.

    Its settings, one by one (3) ›

    Sign-up

    Settings → Customers and prices → Sign-up. This section is the sign-up form and the rule behind it: whether a phone number is required, whether every new customer must confirm they are a business and in which words, whether a new account waits for your approval, and whether the form asks where they heard about you.

    Its settings, one by one (6) ›

    Terms and legal pages

    Settings → Customers and prices → Terms and legal pages. The portal keeps a page each for your terms of service, privacy policy, refund policy, cookie policy and GDPR statement. This section holds their text, with a tab for each language the portal speaks, and two links for a shop that keeps its terms and privacy policy on its own website.

    Its settings, one by one (7) ›

    How it works

    1. Write your terms, your privacy policy and your refund policy in Terms and legal pages before the first customer signs up, or paste the links to the ones on your website.
    2. In Sign-up, decide what the form asks: a phone number if you ring customers, the business confirmation if you sell to the trade only, the question about how they found you if you advertise.
    3. Open Client Sign-ups and set the rule. On for a trade portal, off for a portal where car owners should order tonight. When it goes on, read the message: everyone who already had an account was kept active.
    4. A new customer registers. With approval off they are in. With approval on, they are told the account awaits approval and you receive an email naming them.
    5. Approve the people who wait from Users, one by one or several at once. Each receives an email, signs in and sends a file.
    6. In Customer accounts, choose how much of a request a customer sees and whether they may set their own tool type. Your team's pages do not change.
    7. When you advertise, make a link per campaign on Where they come from, and come back later to read visits, accounts, files and first-year spend.

    Who it is for

    • The ownerDecides whether new accounts wait, approves the ones that should get in, writes the terms customers accept, and reads where the sign-ups came from before spending on the next campaign.
    • Your teamStaff who run operations can open Client Sign-ups and change the rule without the full settings, and have a phone number on every new account when the form requires one.
    • Your customersRegisters in a minute, knows what they are agreeing to, and either starts at once or reads that the account awaits approval. Once in, they see as much of a request as suits them and can switch the view for themselves.
    • A masterSets one approval rule for every dealer portal in the network and locks it, so no dealer opens its door wider than the master allows.
    • Your dealersSees the master's choice on a locked card when the master holds the rule, and approves its own waiting accounts from Users, as the master does on theirs.

    Every setting, explained

    Customer accounts

    3 settings

    Settings → Customers and prices → Customer accounts. This section decides what a customer has once they are inside: whether they may set their own tool type, which changes the prices they pay; how much of a request they see when they open one; and whether their dashboard carries a quick power quote.

    Customers choose tool type

    A customer's account type decides their prices: a slave tool may get an automatic discount, a surcharge account pays a percentage on top. Off, only you set the type. On, the customer picks Master, Slave or Surcharge on their own profile page, and the prices that go with it apply. Every change is written to the activity log with the old type, the new one and the customer who made it.

    • Master An account that reads with a master tool and pays the standard prices.
    • Slave An account that reads with a slave tool and gets the slave prices where you have set a discount.
    • Surcharge An account that pays the percentage on top that you set under your prices.
    How it comes
    Off, so nobody moves themselves to a better price without your say.
    When to change it
    Switch it on when you trust your customers to say what they read with and the price difference is small. Leave it off when the slave discount is large and you would rather check each account yourself.
    For example
    A dealer buys a master tool and changes their own profile from Slave to Master. The owner sees the change in the activity log the same day, without a message.

    Customer request page

    How much a customer sees when they open their own request. Your team keeps the full page whatever you choose. A customer can switch between the two for themselves on the page, and their own choice is kept. On both, the download stays locked until the request is paid.

    • Full page The whole request, for customers who follow the work and read the notes.
    • Simple: download and support The status bar, one card with the original, the tuned file and the certificate, one box to write to the engineer, and their credit balance.
    How it comes
    Full page.
    When to change it
    Choose Simple when your customers are garages and dealers who want the file and a way to ask a question. Choose Full page when they follow the work step by step.
    For example
    A master whose dealers open a request only to download switches to Simple. One dealer who likes the detail flips the switch on their own page and keeps the full view.

    Quick power quote card

    Puts a card on the customer's dashboard, folded until they open it. They find the engine by make, model, generation and engine, or by searching an engine code or chassis, and read the stage one power and torque, original and tuned. Figures are marked verified when your catalogue has the data on file, and as a conservative estimate when it does not. One button copies the quote, another creates a stage one request from the car chosen. It comes with Solo and above.

    How it comes
    Off: the dashboard shows it only once you tick it.
    When to change it
    Switch it on when your catalogue holds verified figures for the cars your customers drive. Leave it off while most engines would show only an estimate.
    For example
    A garage with a customer at the counter opens the card, picks the engine, reads the gain aloud and starts the request from the same card.

    Sign-up

    6 settings

    Settings → Customers and prices → Sign-up. This section is the sign-up form and the rule behind it: whether a phone number is required, whether every new customer must confirm they are a business and in which words, whether a new account waits for your approval, and whether the form asks where they heard about you.

    Business customers only

    Adds a required box to the sign-up form, with your business confirmation wording beside it. Until the box is ticked the account is not made, and the form says why. The moment of the tick and the exact sentence agreed to are stored on the account, in the language the customer saw. The same confirmation is shown on the sign-in page, where the portal explains who it is for. Customers who signed up before it was switched on are not asked again.

    How it comes
    Off: private car owners are welcome.
    When to change it
    Switch it on if you sell to the trade only and your terms depend on it. Leave it off if private owners are welcome on your portal.
    For example
    Months after a job, a buyer says they were a private customer all along. The account shows the day, the time and the sentence they ticked.

    Business confirmation wording

    The sentence a new customer reads beside the box they must tick. Write it once as the default, then add a version for each language your customers sign up in; a language with no version of its own shows the default. Whatever sentence a customer saw is kept on their account with the moment they agreed. It only applies while Business customers only is on.

    How it comes
    The settings page proposes a plain sentence; save it or write your own.
    When to change it
    Write it the day you switch on Business customers only, and again whenever your terms change. Accounts made before keep the sentence they saw.
    For example
    A master with dealers in three countries writes the default in English and adds the two other languages; each dealer reads and ticks the sentence in their own.

    Approve new customers

    With approval on, a new customer's account is made but closed: they cannot sign in, and the sign-in page tells them the account awaits approval. You get an email about each new sign-up, with how many are waiting. From Users you approve one or many at once, and each customer is emailed the moment they are in. Switching it on keeps every customer you already had active. On a dealer portal under a master, it follows the master's choice when the master has locked it. It comes with Pro and above.

    How it comes
    Off: a new account works the moment it is made.
    When to change it
    Switch it on if you sell to the trade, give welcome credits, or want to know every customer by name. Leave it off if sign-ups should work day and night without you. The same switch is on the Client Sign-ups page and among its quick settings.
    For example
    A shop moves its prices to trade and turns approval on. The garages it already works with notice nothing. A stranger who registers on Sunday waits until the owner has rung them on Monday.

    Ask how they found you

    Adds the question, how did you hear about us, to the sign-up form, with a drop-down of your answers. It is optional: a customer may leave it blank and still sign up. The answers are counted on the Where they come from tab of Client Sign-ups, beside your tracked links. It never changes which campaign a customer is counted for: a tracked link decides that, and the question only records what they said.

    How it comes
    Off.
    When to change it
    Switch it on the day you start paying for adverts, so the counts begin with the first customer they bring. Leave it off on a portal whose customers are all dealers you signed up yourself.
    For example
    A one-person shop with no campaign at all learns after a season that most customers came from a friend, and starts asking happy customers to pass the name on.

    How they found you answers

    The list the customer picks from, one answer per line, in the order you write them. A new list shows on the form for the next sign-up; answers already recorded stay as they were given. Left empty, the form offers a starting list: a search engine, social media, an assistant, another garage or a friend, an email from you, other. The list only matters while Ask how they found you is on.

    How it comes
    Empty: the starting list is offered.
    When to change it
    Rewrite it when you start or stop advertising somewhere, so the counts match the money you spend. Keep each answer short, and keep an Other at the end for the customer who came another way.
    For example
    A shop types four answers: a friend, a search, the owners' group, the local meet. Those are the four places it is actually known.

    Phone number required

    The sign-up form always has a place for a WhatsApp or phone number, but by itself it is optional. With this on, a new customer cannot finish signing up without one: the field is renamed so they know it is their phone number, and a missing number is refused with a message that the shop needs it to reach them about their files. The number is tidied however it was typed. It applies to new sign-ups only; accounts made before are not asked.

    How it comes
    Off: the number is asked for, and optional.
    When to change it
    Switch it on when you deal with car owners who need a quick word before a file goes out. Leave it off on a portal for dealers whose numbers you already have.
    For example
    A read arrives that does not match the car described. The tuner rings the number on the account, and the right file is uploaded ten minutes later instead of the next day.

    Terms and legal pages

    7 settings

    Settings → Customers and prices → Terms and legal pages. The portal keeps a page each for your terms of service, privacy policy, refund policy, cookie policy and GDPR statement. This section holds their text, with a tab for each language the portal speaks, and two links for a shop that keeps its terms and privacy policy on its own website.

    Cookie policy

    The text of the portal's cookies page, written by you with simple formatting, in a tab for each language. A language you leave empty shows the English text, so one version is enough to start, and each language that already has text is marked so you see what is missing. The portal gives the page and the languages; the words are yours.

    How it comes
    Empty.
    When to change it
    Write it before the first customer signs in, together with the privacy policy. Change it when you add a tool to the portal that sets cookies, such as a chat or analytics.
    For example
    A shop adds a chat to its portal and adds one paragraph here on what the chat stores.

    GDPR statement

    The text of the portal's GDPR page, separate from the privacy policy. Write it once in English and add a tab for each other language when you have the translation. The page is there to read; acceptance belongs to the terms of service. A signed-in customer also has a privacy page of their own, with their data to export; this setting is the public statement.

    How it comes
    Empty.
    When to change it
    Write it with your privacy policy, before the first customer. Update it when you change what the portal keeps, such as how much of a VIN it stores.
    For example
    A shop selling into several European countries states who is responsible for the data and how to ask for it, once, and translates it as it grows.

    Privacy policy

    The text of the portal's privacy page, with a tab per language and the English text wherever a language is empty. The sign-in page shows a Privacy link as soon as the policy has text. While yours is empty the portal shows its built-in text, so the page is never blank. Simple formatting is taken: headings, paragraphs, bold and lists.

    How it comes
    Empty: the built-in privacy text is shown.
    When to change it
    Write it on the first day. Review it when you change what you keep about a car or a customer, or when you add a tool that collects anything.
    For example
    A shop that starts asking for a phone number at sign-up adds a sentence on what the number is used for.

    Privacy page link

    An address for a privacy policy you host elsewhere. The Privacy link on the sign-in page then sends visitors to it. It works like Terms page link: the portal's own privacy page still exists for anyone who opens it directly.

    How it comes
    Empty: the link opens the portal's own privacy page.
    When to change it
    Use it when the website already has the policy and the legal text is kept there. Leave it empty when the portal is the only place your customers go.
    For example
    One policy covers the workshop, the web shop and the file portal, and all three link to the same page.

    Refund policy

    The text of the portal's refund page. A customer who pays for a file wants to know what you do when it does not write to the car or does not run right; this is where you say it, in a tab for each language you serve. A language left empty shows the English text, and the built-in text is shown while yours is empty.

    How it comes
    Empty: the built-in refund text is shown.
    When to change it
    Write it before you take the first payment, and keep it to what you really do: whether you fix the file first, when credits go back, when money goes back. A refund policy you do not keep costs more than one you never wrote.
    For example
    A shop writes three plain sentences: a fix first, credits back if the fix fails, money back on request within a set time. Disputes get shorter.

    Terms of service

    The text of the portal's terms page, in your words. Write it in English and add each language you serve; a language left empty shows the English version. As soon as the terms have text, the sign-in page carries a Terms link. The portal notes on each customer's account when they accepted the terms, and writes it to the activity log. Left empty altogether, the portal shows its built-in terms.

    How it comes
    Empty: the built-in terms are shown until you replace them.
    When to change it
    Write them before the first customer signs up. Change them when your prices, turnaround or refund rules change, so the terms and the shop agree.
    For example
    A shop adds a line on how long a correction may be asked for, and the terms page says so the same minute, in every language that has no text of its own.

    Terms page link

    An address for terms you keep on your own website. With it set, the Terms link on the sign-in page opens your page, so there is one set of terms and not two. The portal's own terms page stays as it is for anyone who opens it directly.

    How it comes
    Empty: the link opens the portal's own terms page.
    When to change it
    Use it when the website is where your legal text is kept. Leave it empty and write the terms in the portal when customers only ever see the portal.
    For example
    A workshop whose solicitor maintains the terms on the main website pastes that address, and never copies a change across again.

    How shops use it

    Turning a public shop into a trade portal

    A shop that has started selling files to garages at a trade price

    The owner moves the prices to trade, turns approval on and switches on Business customers only with a sentence of their own. The page says the accounts that already existed were kept active, so the garages they already work with notice nothing. From now on a new registration waits. Each morning the owner opens Users, reads the name and the email, and approves the ones they know or have spoken to.

    Nobody sees the trade prices before the owner knows who they are, no existing customer is locked out, and every new account carries the sentence it agreed to.

    A network with one rule on the door

    A master whose dealers each run their own portal

    The master sets approval for every dealer portal in the network and locks it. A dealer who opens Client Sign-ups finds the locked card: managed by your network operator, new sign-ups held for approval. The dealer cannot change it and does not need to. They approve their own waiting accounts from Users, as the master does on theirs.

    One rule for the whole network, set once, visible on every dealer portal, and no dealer selling to people nobody has checked.

    Finding out which flyer worked

    A shop that advertises in three places at once

    The owner makes three links: one for the social post, one for the flyer at the local meet, one for the garages emailed last month. Two months later the table says the garages link brought the fewest accounts and by far the most spent in the first year. The social link brought visits and almost no files. The owner drops the post and writes to more garages.

    Money spent where the sign-ups that buy came from, read from a table and not guessed.

    Dealers who only want the file

    A master selling to garages that never read the detail

    The garages kept asking where the download was. The master sets the customer request page to Simple: the status, one card with the original, the tuned file and the certificate, and one box to write to the engineer. The tuners' page is unchanged. The one dealer who follows every step switches their own view back to the full page, and it stays that way for them.

    Fewer questions about where things are, with no customer forced into a view they did not want.

    Where it helps, and its limits

    Where it helps most

    • A trade portal whose prices are for known garages only.
    • A shop for car owners that must take a sign-up, a read and a payment at midnight without anyone awake.
    • A master who wants the same door rule on every dealer portal in the network.
    • A shop that sells to businesses only and needs to show, later, what each customer confirmed.
    • An owner who advertises and wants each campaign's sign-ups and first-year spend in one table.
    • A shop serving several countries that wants its terms read in each customer's language, with English wherever a translation is still missing.

    What it does not do

    • Client Sign-ups sets the rule; it is not a list of people. The approving is done in Users, and a waiting account stays closed until somebody there approves it.
    • The portal gives you the legal pages and their languages. It does not write your terms for you, and its built-in texts are a starting point, not legal advice for your country.
    • The business confirmation records what the customer ticked. It does not check a company register or a VAT number at sign-up.
    • On a dealer portal whose master locked the approval rule, nothing on the page can be changed; the master changes it for the network.

    Which package

    Client Sign-ups
    From Pro, €60 a month.
    Customer accounts
    In every plan, Start included.
    Sign-up
    In every plan, Start included.
    Terms and legal pages
    In every plan, Start included.

    Prices in euros, a month, before tax, billed on the 1st. Every price ›

    Questions shops ask

    Will turning approval on lock out my existing customers?
    No. The moment it goes from off to on, every account that already existed is approved, and the message tells you how many were kept active. Only sign-ups from that moment wait.
    What does a customer see while they wait?
    A message on the sign-in page that the account awaits approval. They cannot sign in until you approve them, and they get an email the moment you do.
    Where do I approve someone?
    In Users. The people waiting are counted at the top, each waiting account opens with an approve button, and several can be selected and approved together. Each gets its own email.
    I run a dealer portal and cannot change the switch. Why?
    Your master set the rule for the network and locked it. The page shows their choice on a locked card. It is their call for every dealer portal under them.
    Can I stop private car owners from signing up?
    Yes, two ways that work together. Business customers only makes every new customer tick a confirmation that they act as a business, kept on the account. Approval lets you look at each account before it works.
    Can a customer give themselves a discount by changing their tool type?
    Only if you switch on Customers choose tool type. Then a customer who picks Slave gets the slave prices, and every change is in the activity log. It comes switched off; leave it off if the discount is large.
    Do I have to write my terms in every language?
    No. Write them once in English. A language left empty shows the English text, and each language that already has its own text is marked on its tab.
    Is a customer's acceptance of the terms recorded?
    Yes. The portal notes on the customer's account when they accepted the terms and writes it to the activity log. The business confirmation, when it is on, keeps its own date, time and sentence.
    What is counted for a campaign link?
    Visits to the link, accounts that registered through it, how many of them got a file, and what they spent in the first year of their account. A customer who signed up another way can be counted for a link by hand.
    Which package has it?
    The sign-up form, the account settings and the legal pages are in every package. Approving new customers and the Client Sign-ups page come with Pro and above. The quick power quote comes with Solo and above.

    Guides that go deeper

    Every function of the portal, each on its own page. All functions

    Start my portalEvery price

    Name your portal. It is ready in under a minute.

    • Your name and logo
    • Files from any tool
    • Updates done for you
    • Moving in free on paid plans

    You can change your portal's address from your account at any time, or add another to the same portal, free. More are coming: tunerengine.co.uk, tunerengine.uk and tunerengine.info, then new short ones made for portals.