Customer Portal
The customer portal gives clients a secure self-service surface for appointments, invoices, subscriptions, contracts, payments, and visit proof without exposing your internal operating screens.
What Customers Can Access
Portal access is designed around the records a customer actually needs after booking or during an ongoing relationship, so the office does not have to act as a manual status desk.
- •Appointments and visit details
Customers can review upcoming appointments, open appointment detail pages, and revisit completed visits without asking the office to resend confirmation details.
- •Invoices and payments
Open invoices, invoice detail pages, and payment actions are available from the same portal flow, so customers do not have to hunt through email to find what is still unpaid.
- •Subscriptions and recurring service
Clients can review active subscription items, recurring service status, and the current state of ongoing plans in one place.
Access and Session Flow
The portal keeps customer access separate from staff access and does not require a full ServiceHub login, which reduces support friction while keeping the record scope tight.
- •One-time access flow
Customers authenticate through the portal flow for the specific business rather than using staff credentials or a full internal account.
- •Business-branded experience
The portal shows the business name and branding so the customer stays inside the business relationship rather than landing in a generic third-party account view.
- •Only customer-relevant records
Portal users see only their own appointments, invoices, subscriptions, contracts, and related proof, not the business's dispatch, staff, or admin screens.
Contracts, Health, and Proof
Portal views cover more than invoices. They support recurring relationships, contract transparency, and proof visibility that reduces routine status requests.
- •Contract health summary
Contract-linked views can surface health indicators like completion rate, on-time rate, and proof performance so customers can review delivery trends without requesting a manual report.
- •Recent Proof Packs
Customers can revisit recent completed visits and open the related Proof Pack directly from portal views instead of waiting for the office to resend links.
- •Transparency without extra back-and-forth
The portal reduces the need for status emails when customers want to check what was done, what is next, what is still unpaid, and which visits already have proof available.