Table of contents
- What can your Customers see in the Customer Portal?
- How to Create Your Customer Portal
- How Are Customer Accounts Created?
- Is the Customer Portal Mandatory?
- How to Add the Customer Portal to Your Website
From the Customer Portal, they can:
- See their Booking History.
- See booking details (services, extras, total amount, assigned providers, and status such as completed, ongoing, or canceled).
- Cancel upcoming bookings.
- Create new bookings.
- Manage their payment methods.
How to Create Your Customer Portal
- Go to Settings.
- Open the Portals tab.
- In the Customer Portal section, enter a subdomain.
- For example, if your company is Cleaning Services, you might enter: cleaningservices
This will automatically generate your portal URL in the following format: https://cleaningservices.convertlabs.io
Important: You only need to enter the prefix (e.g., cleaningservices). The system automatically adds .convertlabs.io.
Once saved, your Customer Portal is created and active.
How Are Customer Accounts Created?
Customer accounts are generated automatically.
When a client makes their first booking, they receive a notification with their login credentials and a direct link to access the Customer Portal.
No manual setup is required on your end.
Is the Customer Portal Mandatory?
No, creating a Customer Portal is optional.
If you choose not to use it, make sure to disable the Welcome Customer Portal notifications to prevent customers from receiving login details.
To disable these notifications:
- Go to Settings.
- Go to Notifications tab > Click on Customers.
- Select Email and disable the Welcome Customer Portal notification.
- Select SMS and disable the same notification there as well.
How to Add the Customer Portal to Your Website
You can add your Customer Portal link to your website, typically in the header or footer as a Login button.
Use the full URL format, including https://, for example:
https://cleaningservices.convertlabs.io
