MioCommerce

Discover what the Customer Portal is, how to install it on your website and how to invite customers to use it.

What is the Customer Portal and how does it work?

Three simple ways to send Customer Portal invitations

How to invite customers to the Customer Portal?

How to invite customers to access the Customer Portal, via the 'customer profile'

How to invite customers to access the customer portal when; i) creating a call in booking or ii) creating a customer

Discover how to automate Customer Portal invitations for new customers

How to Automatically Invite Customers to the Customer Portal from Live Pricing Booking Pages

Allow your customers to login to their customer portal from your website

How can I add a Customer Portal Sign-in link on my MioCommerce powered website?

Help customers regain access to their Customer Portal quickly and securely

How to reset the customer portal password for my customer?

Find out which customers can use the Customer Portal

How would I know which customer has access to the customer portal?

Eric Plamondon

Philippe Drolet

Learn how the customer portal works, invite customers, and more!

Customer Portal

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.