A portal for your customers
Your customers log in with your logo. They see their documents and appointments, upload files and book a time.
Your logo on the login
Customers log in to a portal that carries your logo. You invite them, and they sign in with a one-time code or a password.
Documents both ways
Customers see the files you share with them. They can also upload files, such as an ID.
Book from the portal
Customers pick a time and book or cancel an appointment on their own.
What is included
- A customer login with your logo
- Documents you share, and files customers upload
- Appointments: see them, book them, cancel them
- Invoices show when the invoicing package is connected
- Customers can follow their tasks and projects, if you switch that on
For example
A client logs in, uploads a copy of their ID and books a time with your team. You do not chase them on WhatsApp.