Customer portal — overview

The customer portal lives at /user/login on your tenant subdomain. Every customer with an email and password can sign in and manage their relationship with your business themselves — fewer "can you reschedule me to next Tuesday" calls.

Enable / disable under Settings → Customer Portal.

What customers can do

• Dashboard — overview with welcome card, points balance (if loyalty is on), upcoming appointment, recent invoices, recent jobs, store hours, holiday closures.
• Bookings — view upcoming and past bookings with full details (services, staff, location, online meeting links, intake answers, deposits). Reschedule and cancel within your policy window.
• Invoices — see receipts and tax invoices for any visit. Drill in for line items, payments, and status badges.
• Documents — upload required ID/certificates, see what's pending vs verified, download signed agreements.
• Notes — read what your stylist wrote (if you marked the note customer-visible) and write their own.
• Jobs — see in-flight pipelines, message you, upload files you asked for, fill in form fields.
• Loyalty / Points — points balance, history of earned + redeemed, next milestone progress.
• Profile — edit name, contact details, change password, manage family members and dependents.

Per-feature toggles

Under Settings → Customer Portal you can independently turn each feature on or off. A solo barber might keep just Bookings + Invoices + Profile and disable everything else. A multi-location physio practice might enable everything.

When a feature is off, its tab disappears from the customer's nav — they don't see "Jobs" if you don't run jobs, etc.

Self-registration vs invite-only

Two modes under Settings → Customer Portal:

• Self-registration on — anyone can create an account from /user/register with their email + phone. Useful for retail-style salons.
• Self-registration off — customers can sign in if they already have an account but can't create new ones. Use when you want to vet customers manually or if your service requires you to create the account on intake. Existing customers can still reset their password via email.

Login methods

Customers can sign in with email + password or phone + OTP. Phone OTP requires SMS credits — the platform skips the OTP flow if your tenant has no SMS quota left.

Branding

The portal inherits your salon's brand colour, logo, and name. The Light / Dark / System theme toggle in the sidebar lets each customer pick their own preference; their choice is remembered locally.

Mobile

The portal is a responsive PWA — customers can install it as an app from their browser's "Add to Home Screen" prompt. After install, push notifications work for booking confirmations and queue position updates.