Help centre · Step-by-step manual
Customer Portal
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
Customer Portal
- Buy the add-on in Billing → Plan and enable it in Settings → Modules. Open Customer Portal and select the correct branch and customer.
- Verify the customer’s email address, select the source sections to share, and create the access link. Copy and send the link through your usual communication channel.
- The customer signs in with an email code. Only the selected customer’s shared records appear. Revoke the grant to end access immediately.
- Eligible invoice payments require your configured Paymob connection. Bookings, rentals, subscriptions and projects are summaries; manage those records in their source modules.
On this screen
Online · Customer Portal
Create access for a customer and share the link yourself. Sign-in codes go only to the email you specify.
Verify the email belongs to this customer. Selected sections share this customer’s records in this branch; each source module must be enabled.
Branch · Apply · Create customer access · Customer · E-mail · Sections to share · Customer access · Nothing to show yet. · Open customer portal · Customer link · Revoke access · Access revoked
Online · Your account with this business
Request a code at the email registered by the business. The code expires after 10 minutes.
Open a receipt to download it, reorder available items or request a return under the business’s rules.
Document links appear when the business publishes them. Available approval and payment options follow that document’s settings.
Approve the displayed estimate so the business can schedule the work. This does not charge your card.
Customer Portal · Skip to content · Language · Check your email for the sign-in code. · Six-digit code · Sign in securely · Log out · Shop and reorder · Your purchases and returns · Open receipt · Nothing to show yet. · Quotes, invoices and credits · Total · Outstanding
