Customer portal

Where your customers log in to see their appointments, invoices and forms and book for themselves — and how you decide who sees what.

• What is the customer portal?A place of their own for your customers at portal.schedulinq.com, with their appointments, invoices and forms at your business and at any other business that uses Schedulinq — and why you would offer it.
• Invite a customerGive a customer access to the customer portal from their customer record — what the invitation says, how long it lasts, what the customer chooses and how you see it worked.
• What your customer seesThe portal through your customer's eyes — logging in, choosing a person, the overview, your business page with appointments, invoices and objects, and his account. With the answers to the questions you get on the phone.
• Booking from the portalHow a logged-in customer books with you, what differs from your booking page, which services he sees, who gets the appointment — and what to do with a new customer record that comes from the portal.
• Priority clientsGive a customer priority — when booking in the portal and through invitations he also sees times your schedule normally hides, for a priority surcharge if you like.
• Manage and withdraw accessWho sees what, and how to undo it — withdrawing access, the question on a new email address, merging, what the customer can disconnect himself and what remains when he deletes his account.
• Explaining the portal to your customersA text you can send to your customers as it is or put on your website, and the answers to the questions customers ask about the portal.