Customer Portal
The Customer Portal provides self-service capabilities for your customers to manage their bookings, view history, and access loyalty information.Portal Features
Book Online
Self-service booking
View History
Past appointments and purchases
Manage Bookings
Reschedule or cancel
Loyalty Dashboard
Points and rewards
Customer Access
Account Creation
Customers can create accounts:- During first booking
- Via registration page
- When staff creates profile
Sign In Methods
Authentication options:- Email and password
- Social login (Google)
- Magic link (passwordless)
Booking Management
Making Bookings
Customers can:- Browse available services
- Select preferred date/time
- Choose specific staff (optional)
- Complete booking
- Receive confirmation
Managing Existing Bookings
From the portal:- View upcoming bookings
- Reschedule appointments
- Cancel bookings
- Add to personal calendar
Booking Policies
Enforce your policies:- Cancellation windows
- Rescheduling limits
- Deposit requirements
Booking History
Past Appointments
View complete history:- Services received
- Date and time
- Staff member
- Amount paid
Receipts
Access receipts:- View digital receipts
- Download PDFs
- Request copies
Loyalty Features
Points Dashboard
Members can view:- Current points balance
- Points history
- Rewards available
- Tier status
Reward Redemption
Redeem rewards online:- Browse available rewards
- Redeem points
- Apply to booking
Wallet Passes
Add to digital wallet:- Apple Wallet
- Google Wallet
- Show for check-in
Profile Management
Account Information
Customers can update:- Contact details
- Password
- Communication preferences
- Payment methods
Preferences
Set preferences:- Preferred location
- Preferred staff
- Service preferences
- Marketing opt-in/out
Documents
Completed Forms
Access saved documents:- Intake forms
- Consent forms
- Signed agreements
Required Documents
Complete required forms:- Before booking
- As prompted
- Annual renewals
Communication Preferences
Notification Settings
Control notifications:- Booking confirmations
- Appointment reminders
- Marketing emails
- SMS notifications
Unsubscribe
Easy opt-out:- Marketing only
- All communications
- Specific types
Portal Customization
Branding
Match your brand:- Logo
- Colors
- Custom domain (optional)
Content
Customize portal content:- Welcome message
- Booking instructions
- Policy display
Available Features
Toggle features:- Online booking on/off
- Self-reschedule on/off
- Self-cancel on/off
- History visibility
Mobile Experience
Mobile Responsive
Portal works on all devices:- Responsive design
- Touch-friendly
- Native-like experience
Mobile Booking
Optimized booking flow:- Step-by-step wizard
- Calendar picker
- Easy payment
Security
Data Protection
Customer data is secure:- Encrypted transmission
- Secure storage
- Privacy controls
Access Control
Customers see only their data:- Own bookings
- Own history
- Own profile