Your customer portal
A branded, password-free portal where customers see their own jobs.
Where it lives#
Every workspace gets a customer portal at your booking site’s address (yourbusiness.com/portal). It’s part of your branded mini-site — same logo, color, and domain as everything else customers see.
Signing in#
Customers sign in with just their email — enter it and we send a one-time link. No password to set or remember. The link works once and expires after 15 minutes; confirming it starts a session that stays signed in for 30 days.
This sign-in is completely separate from your own team’s sign-in — a customer session can never see your dashboard, and your staff sign-in can never see inside a customer’s portal session.
If the same email appears on more than one customer record in your workspace (say, a household you re-added), the link signs the customer in as whichever of those records was updated most recently.
What a signed-in customer sees#
A signed-in customer sees their own jobs (status, scheduled time, and address), invoices, quotes, and any membership they hold. Every page they see is re-checked against their own account on our servers, so there’s no way for one customer to view another customer’s information, even by guessing or editing a link.
Invoices link straight to the pay page to settle a balance; quotes link to the accept page to review and approve. Membership viewing is read-only in the portal today — pausing, canceling, or changing a plan is still handled by your team from the dashboard, not by the customer directly.
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