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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.

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 $0.02 on the largest current pack.

Open workflow pricing