This article is the staff-side guide to the Customer Portal. For the customer-facing login and first-time setup guide, see Customer Portal - Accounts and First-Time Login.
What Is the Customer Portal?
The Customer Portal is a self-service web portal that gives your customers access to their account information without calling or visiting the office. Customers log in using their email address as their username and a password set by staff during initial setup.
Once logged in, customers can:
View their invoices and outstanding balances
View payment history
Make online payments
Save payment methods for future use (if enabled by staff)
View reservation details
Setting Up Portal Access for a Customer
Portal access is configured per customer from within the CRM module.
Navigate to CRM → Customers.
Open the customer's record.
Locate the Portal section on the customer record.
Set a temporary password for the customer.
Use the Send Portal Instructions button to email the customer their portal login URL and credentials.
For step-by-step instructions on sending the portal invitation email, see CRM - Sending Customer Portal Instructions.
Can Save Payment Method
The Can Save Payment Method toggle on the customer record controls whether that customer can store a payment method through the portal for future AutoPay or online payments. This toggle must be enabled per customer before they can save card or ACH information in the portal.
Invoice vs. Statement Emails
When generating invoices, staff can choose to send invoice emails or statement emails to customers:
Email Type | What It Sends |
Invoice Emails | Sends individual invoices to the customer for each charge generated. |
Statement Emails | Sends the customer's full account statement showing all open balances across invoices. |
Both email types include a link to the Customer Portal where the customer can view and pay their balance online.