Overview

Overview

The Customer Portal is your branded, customer-facing booking and management hub. It gives your clients — typically real estate agents and brokers — a professional, self-service way to book your services, track orders, and handle payments, all under your brand.

Why it matters for your business

  • Book while you sleep. Customers place orders 24/7 through your branded booking page: no back-and-forth texts or emails.

  • Look professional. Your logo, brand colors, and even a custom domain make the portal feel like part of your own website.

  • Get paid faster. Built-in payment collection means less chasing invoices and more time behind the camera.

  • Less admin work. Orders flow directly into your dashboard with all the details — address, services, preferred time slot — ready to go.

  • Grow your revenue. Add-ons and upsells are built into the booking flow, so customers can upgrade their order without you lifting a finger.

What your customers get

When you share your portal link, your customers can:

  • Book services — Browse your packages, pick services and add-ons, choose a time slot, and submit an order in minutes.

  • Create an account — Sign up to track orders, view listings, and pay — or book as a guest without an account.

  • Manage orders — View past and upcoming orders from their personal dashboard.

  • Pay online — Complete payment securely through Stripe when you're ready to collect.

What's covered in this section

Customer Portal Setuparrow-up-right

Booking Experiencearrow-up-right

Customer Dashboardarrow-up-right

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