The customer portal lets your clients log in to view their bookings, cancel or reschedule, leave reviews, and manage their profile. It's available at /portal/{teamSlug}.
https://yourdomain.com/portal/{teamSlug} (or your custom domain + /portal/{teamSlug}).
Clients with a password can sign in at /portal/{teamSlug}/login using their email and password.
Magic links expire after a set time. If expired, the client sees an "expired" message and can request a new one.
Click the logout option in the portal navigation. The session is cleared.
| Path | Description |
|---|---|
/portal/{teamSlug}/ | Dashboard — overview of upcoming bookings |
/portal/{teamSlug}/bookings | List of all the customer's bookings |
/portal/{teamSlug}/bookings/{event} | Booking detail — date, time, service, location, status |
/portal/{teamSlug}/reviews | Customer's reviews |
/portal/{teamSlug}/profile | Profile — update name, email, and other info |
/portal/{teamSlug}/password | Change password |
See all past and upcoming bookings in one list. Click a booking to view full details.
From the booking detail page, click Cancel. A confirmation prompt is shown. After cancelling:
From a completed booking's detail page, click Leave review. Enter a star rating and optional text, then submit. Reviews are sent to the business for moderation (approve/reject).
Change name, email, or other profile fields and save.
Set a new password from the password page.
From the Clients section in your app, you can send a portal invitation to any client:
See Clients for more details.
Manage physical locations where you offer services or hold meetings.
Manage contacts — create, edit, invite to the customer portal, and track bookings.
Your customer-facing booking site — browse services, pick a time, and book.
How invitees view, reschedule, or cancel their booking via the manage link.
Manage team members, assign roles, send invitations, and set hours and days off.