Customer Portal

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title: Customer Portal category: Booking & Clients order: 3 description: Your clients' self-service portal — view bookings, leave reviews, manage profile.

Customer Portal

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}.

Base URL

https://yourdomain.com/portal/{teamSlug} (or your custom domain + /portal/{teamSlug}).

Authentication

Email and password

Clients with a password can sign in at /portal/{teamSlug}/login using their email and password.

Magic link

1. On the login page, click Request magic link.
2. Enter their email address.
3. The app sends an email with a one-time login link.
4. Clicking the link signs them in immediately — no password needed.

Magic links expire after a set time. If expired, the client sees an "expired" message and can request a new one.

Logout

Click the logout option in the portal navigation. The session is cleared.

Portal pages

Actions

View bookings

See all past and upcoming bookings in one list. Click a booking to view full details.

Cancel a booking

From the booking detail page, click Cancel. A confirmation prompt is shown. After cancelling:

• The booking status changes to "cancelled".
• The time slot becomes available for others.
• Notifications are sent based on your settings.

Leave a review

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).

Update profile

Change name, email, or other profile fields and save.

Change password

Set a new password from the password page.

Inviting clients to the portal

From the Clients section in your app, you can send a portal invitation to any client:

1. Open the client's detail page.
2. Click Send invite.
3. The client receives an email with instructions to access the portal (magic link or set password).

See Clients for more details.