The customer portal is a separate experience for your business’s customers. What it shows depends on workspace configuration, the customer’s identity, linked records and the visibility policy.
Prepare customer access
- Check that the portal is enabled and review its visibility settings.
- Confirm the customer is linked to the intended records.
- Use the access or invitation flow available in your workspace.
- Tell the customer which email and sign-in method to use.
- Review the customer-facing result before sharing it broadly.
Do not use a staff account as proof of what a customer can see. A staff role and a portal identity have different access.
Review available information
Depending on configuration, the portal includes work orders, documents, payments, messages and a calendar. A customer may be able to respond to an order decision or view a document only when the relevant record and policy allow it.
Bookings and reminders
Where enabled, customers can create bookings, review details, change a slot, cancel under the service’s policy and manage booking reminders. The portal also provides a flow to link previous bookings to a verified customer identity.
Follow manage customer bookings for the customer’s steps and recovery options.
If information is missing
Check the signed-in customer, record association and portal visibility. Review business branding separately in workspace appearance. Ask the administrator to inspect the relevant settings before sending a different person’s link.