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Customers

Customer Portal

Add-on

Let customers view their own records online.

Customer Portal Overview

Add-on: Customer Portal.

This add-on also needs Customer Management enabled for your store.

The customer portal is a web page where a customer can see their own records. It can show orders, receipts, invoices, estimates, appointments, and rewards.

What they see depends on your store's tools and settings. Your store login and their customer login are different.

Set Up Customer Portal

Open Settings > Customer Portal. Use Show customer phone number, Show customer email address, and Show customer address to choose the contact details customers can see.

Choose one of the profile-edit options: No changes allowed, Changes are allowed, or Changes are submitted for verification. The last option sends you a change request; you must review it and update the customer record yourself.

Check Allow customers to email you and Hide the shop link. In Customers > Details, use Send Customer Portal Link when needed. Check the recipient before sending a private link.

For the shop's account page and sign-in steps, see How customers sign in.

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