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What is the Customer Portal and how does it work?

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

Eric Plamondon avatar
Written by Eric Plamondon
Updated this week

Our Customer Portal feature makes it possible for you to allow customers to sign in to a secure customer account where they can view and manage (edit, add, adjust) their bookings, scheduled appointments, invoices, payment method and communication preference and much more. Based on settings/permission you choose, customer can even self cancel and/or reschedule (with time fences you can set) existing bookings, all in real-time without having to consume your precious time.

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.

Below is a short video demonstrating what your customers will experience when logging in on your websites customer portal.

In this article, we'll show you how to start using the Customer Portal feature.

To get started, navigate to Website Plugins then Customer Portal

Turn the setting Want Customer Portal to Yes and hit Save

The Customer Portal will be fully customized with your company’s branding. This includes:

  1. 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).

  2. Company name

  3. Logo

  4. Color scheme

Once enabled, you can:

A. Embed (ie install) it on your website - learn how to embed it HERE

B. Invite existing or new customers to the Customer Portal in 3 ways:

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