You can invite your customers to our customer portal directly from their Customer Details Page:

An email with an invite to the portal will be sent to their main customer email (the one displayed):

They will be prompted to create an account by setting up a password:

• The customer portal is automatically branded with your logo and/or business name

Once logged in customers will be able to:

• View their Past and Upcoming bookings
• Create new bookings
• Update payment information
• Add another payment form
• Cancel bookings
• Reschedule bookings
• Update their address
• Add an address

Your customers can click into the menu section on the right-hand side of the booking to edit and pick from the options there:

Edits will be made from the pop-out drawer - similar to the one below:

Changing your address and credit card from the customer portal:

Customers can update credit cards and address details by clicking 'My Profile':

Updating job notes from the customer portal:

Your customers can add and update the notes for bookings through the customer portal.

• Click on the booking you wish to update the notes for
• Edit/enter notes for the booking

Your company specific customer portal link:

To see your company's portal link in MMIO navigate to: Settings -> Booking forms & Communications -> Customer portal:

• You can use this link to create a button on your website and hyperlink it to the portal for customers to directly log in

Customer portal notifications:

• You will receive a booking confirmation email if a customer schedules a job through portal
• You will receive a cancelation email if a customer cancels a job through portal
• You will receive a reschedule email (not in our templates library) if a customer reschedules the job - the email will contain the old date and time of the previously scheduled job

Customer portal access:

In Settings -> Booking forms & Communication -> Booking forms & Customer portal -> Customer portal toggle the 'Customer portal access' switch to 'Off':

Confused about how our portal works? Email us for help at hello@modernmaid.io