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 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 Maidily 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

• To edit your link click into the area to the left of /sign-in

• Make sure to click 'Save' below that

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

Considerations:

• Availability showing in the portal for new bookings will reflect availability that shows up for customers on the booking page
• Customers can change their card on file (add/delete) directly from the portal
• Customers are able to reset their passwords from the portal login page
• If a customer has not created a portal account they will not be able to log in

Relevant articles:

• Invite to customer portal button missing

• Turning customer portal access off/on
• Reschedule/cancel limitations for the customer portal
• Send portal invites automatically
• Customers changing their booking date/time from the portal