The Customer Portal is a secure, self-serve online platform where your customers can log in to manage their (edit, add, adjust) their bookings, scheduled appointments, invoices, payment method and communication preference and much more - anytime, from your website.
Once signed in, customers can:
View upcoming and past bookings
Reschedule or cancel appointments (based on your settings)
Check invoices and payment status
Update their saved payment method
Manage communication preferences
Everything updates in real time - without having to consume your precious time.
Why Use the Customer Portal?
The Customer Portal helps you:
✔ Deliver a professional, modern customer experience
✔ Reduce back-and-forth messages
✔ Save time on rescheduling and payment updates
✔ Give customers more control — while you keep full permission settings
In addition to providing customers a high touch and self serve professional experience right from your website, you will also save a ton of time and energy that can be re-invested towards building your business and or simply having more time for yourself
How to Enable the Customer Portal
Follow these steps to activate it:
Go to Website Plugins
Click Customer Portal
Turn Want Customer Portal to Yes
Click Save
Once enabled, your portal is automatically customized with:
A unique sign-in URL for your business. For example, Pro Home Services would use: https://myservices.miocommerce.com/pro-home-services/signin (A French version of the URL is also available).
Company name
Logo
Your brand colors
How to Install It on Your Website
After activation, you can embed it directly into your website
Please: See the installation guide for step-by-step instructions.
How to Invite Customers
You can invite customers in three simple ways:
From the Customer Profile
When creating:
A call-in booking
A new customer (Learn more)
Automatically when customers book through:
Live Pricing Real-Time Booking Page (Learn more)
This allows new customers to create their login immediately after booking.
What Your Customers Experience
When customers log in, they access a branded, secure dashboard where they can:
Manage bookings
Make payments
Adjust preferences
Stay informed
All without contacting your office.
Below is a short video demonstrating what your customers will experience when logging in on your website's customer portal.
Customize What Customers Can See
You stay in full control of what your customers can access inside the portal.
From Website Plugins → Customer Portal, you can choose whether to show:
Booking attachments
Invoices
Service Provider photos
Quotes
Simply toggle each option to Yes or No based on your business preferences.
This allows you to balance transparency and control - offering customers the right level of visibility while protecting sensitive information when needed.
Ready to Start Using the Customer Portal?
Here’s the simple path:
Enable the Customer Portal from Website Plugins.
Decide how customers will access it — invite them manually, enable automatic access through your Live Pricing & Real-Time Booking Page, or add the sign-in link to your website.
Choose what customers can see and manage inside the portal based on your business preferences.
All set!
From there, customers can log in anytime to manage their bookings, payments, and preferences — without contacting your.
And if needed, you can always:
Adjust portal visibility settings