Customers

Customer Portal

Included on Pro

Give your customers a self-service portal where they can view their service history, manage upcoming appointments, review invoices, and communicate with your team. Secure token-based access keeps data private.

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What it covers

Available in the current Pro launch offer instead of as a separate public add-on during early release.

Customer profile management
Self-service appointment booking
Service history and invoice viewing
Secure token-based portal access
Customer communication channel

Related AI workflows

Customer Portal Welcome Copy

1 credits, as low as $0.07 on the largest current pack.

Open workflow pricing