A customer portal for bookings, orders and payments
When customers email just to book, ask for an update or get an invoice, your team becomes a switchboard. A portal lets them serve themselves, any time, and leaves your team the questions that need a person.
- Lets customers
- Book, track orders, upload files, download documents and pay
- Connects to
- Your booking, CRM, accounting and payment systems
- Secured with
- Customer accounts, magic-link sign-in and per-customer data
Portal features
- Online booking
- Order tracking
- Invoices & payments
- Document sharing
- Support requests
- Account details
- Notifications
Customers help themselves, at any hour
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Fewer routine emails
“Where is my order?” and “Can you resend the invoice?” are answered by the portal, not your team.
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Faster payment
Invoices come with a pay button, and reminders go out on their own until the balance is cleared.
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A more professional service
Customers get one clear place for their bookings, documents and history, with your branding.
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Everything in one record
Every booking, file and message is attached to the customer, so anyone on the team can pick it up.
Service by email
Every booking, update and invoice is a message thread, and the answer depends on who is free.
- Bookings arranged over several emails
- Customers asking for status updates
- Invoices resent and payments chased by hand
Service by portal
Customers sign in, see what is theirs and act on it, while your team handles the exceptions.
- Bookings made against live availability
- Status visible as soon as it changes
- Invoices paid online, reminders automatic
A client portal for a service business
An accountancy practice collects documents from clients by email every quarter, chases missing ones, and sends invoices as attachments. Clients regularly ask what is still outstanding.
We build a portal where each client sees a checklist of what is needed, uploads documents straight to the right place, books a call in an available slot, and pays invoices online. The practice gets one view of who has sent what, and reminders go out automatically.
The portal is connected to the systems the practice already uses for clients, calendars and invoicing, so nothing is entered twice, and each client only ever sees their own data.
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List the requests
We look at what customers email you about most, and which of those they could do themselves.
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Design the journey
We design the few pages customers need, and how the portal connects to your existing tools.
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Build and pilot
We build the portal and invite a handful of friendly customers to try it before everyone.
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Roll out
We help you invite all customers, watch how they use it, and improve the parts that confuse them.
Customer Portals FAQ
Still deciding? Describe how the work happens today and we will tell you what we would build.
Describe your workflow
What can a customer portal include?
Common features are online booking, order and job status, invoices and online payment, document upload and download, support requests and account details. We start with the features that remove the most emails.
Will customers actually use it?
They do when it is quicker than emailing. We keep sign-in simple, often with a magic link instead of a password, and design each page around one task.
Is customer data secure?
Each customer can only see their own records. Data is encrypted in transit, access is logged, and we follow the privacy requirements that apply to your business.
Can it take payments?
Yes. We integrate a payment provider such as Stripe, so customers can pay invoices or deposits by card, and payments are recorded in your accounting system automatically.
Does it replace our website?
No. The portal usually sits alongside your website, for example at a “Client login” link, and uses your branding so it feels like one service.
Often part of the same project
What do customers email you about most?
Tell us the questions and requests that fill your inbox. We will reply with what a portal could take off your hands.