Their records, one place
Customers sign in with a code sent to the email you verified. Share purchases and published Books documents, plus booking, rental, subscription and project summaries for their customer record and branch.
Questions become real work
Customers open Support tickets, reply to portal messages, request a service and approve a quoted estimate. The same records appear in your team’s modules; internal notes and costs stay private.
Documents and payments
Open shared quotes and invoices, print available receipts, and pay eligible Books invoices through your configured Paymob connection. Receipt links can also offer reordering or return requests when you enable those options.
Buy the add-on in Billing → Plan, enable it in Settings → Modules, then open Customer Portal. Choose the customer, confirm their email, select the sections to share and send them the private link. You can revoke access immediately.
Requires a base plan with Customers enabled. Each connected source module must also be available and enabled. No charge per customer login. The portal is purchased separately from the base plan and trial.
Customer Portal