Skip to main content

How to invite customers to the Customer Portal?

Three simple ways to send Customer Portal invitations

Philippe Drolet avatar
Written by Philippe Drolet
Updated over 2 weeks ago

In MioCommerce, you can invite customers to the Customer Portal so they can securely sign in and manage their bookings online. The Customer Portal allows customers to view upcoming appointments, service details, payment information, and recent activity from any device.

The Customer Portal is mobile-responsive, giving customers easy access to:

  • Upcoming appointments

  • Service location and service type

  • Assigned service provider

  • Payment details and recent charges

Before you invite customers

Before sending Customer Portal invitations, make sure the Customer Portal is enabled in your MioCommerce account.

👉 Learn how to enable the Customer Portal

Screenshot+2024-07-01+at+10_02_46 PM.png (2879×1506)

Ways to invite customers to the Customer Portal

Once the Customer Portal is enabled, you can invite new or existing customers in three ways:

1. From the customer profile

Send a Customer Portal invitation directly from an individual customer’s profile.

2. While creating customers or offline (call-in) bookings

Customer Portal invitations can be sent:

  • When creating a new customer

  • When creating a offline (call-in) booking

This allows customers to receive portal access as part of the booking flow.

3. From Live Pricing & Real-Time Booking Pages

Customers who book through your Live Pricing & Real-Time Booking Page can automatically receive access to the Customer Portal. Learn more

What happens after a customer is invited

Once invited:

  • The customer receives an email with portal access instructions

  • They can sign in securely using their email

  • They can view and manage their bookings online

No additional setup is required from your side.

Did this answer your question?