Customer portal
The questions customers ring up to ask
When is my appointment, what do I owe, where is that document you needed, how many points do I have. All answerable without anyone picking up the phone.
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01
Their bookings and their queue spot
The two things people actually check.
- Upcoming and past appointments
- Their live position in the walk-in queue
- Book again from their own history
02
Paperwork, both directions
Invoices to read, documents to upload, without an email thread.
- Invoices, with what is paid and what is outstanding
- Documents you have asked them for, uploaded from their phone
- Identity verification where your industry needs it
- Loyalty points and what they are worth
03
You decide what it shows
Every tab is a switch. A salon and a migration agency need very different portals.
- Turn individual sections on or off
- Self-registration on or off
- Your logo, your colours, your banner on the login
- Extended history sections for compliance-heavy work
Walkthrough
What it looks like from their side
Your branding, their information. Everything below is what a customer sees after they log in — no app to install, no account to create beyond the one their booking made.
Step 1
Their own home screen, in your branding
Next appointment with reschedule and cancel on it, recent invoices with what is still owed, loyalty points, and whether you are open right now — with times shown in your timezone, not theirs. Book, view jobs and view invoices are the three things they came for, so they are the three things at the top.
Step 2
An invoice they can actually read
Paid, unpaid, overdue and partially paid as filters, then the invoice opened out: line items, amount paid, balance due, and the PDF to download. Outstanding is called out in red at the top because it is the number both of you care about.
Works with
The parts either side of this one
Everything else
The rest of the platform
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