Customer Portal Setup
Give your customers a branded portal where they can log in, view delivered listings, download media, make payments, and request revisions - all in one place.
To access Customer Portal settings, go to Studio Manager → Customer Portal or use this link.
Customer Portal settings options
Use this page to manage these Customer Portal settings:
Adjust panel access — control which editing tools customers can use on delivered photos
Download access —control when customers can access their files by requiring payment before downloads are enabled.
Customer rescheduling— let customers reschedule from the Customer Portal
Tutorial video — show customers a short guided tour of the portal
What you can do on this page
You'll see:
Your Customer Portal link
A live preview of what customers see
You can:
Click the open-in-new-tab button to view it yourself
Click Copy to paste the link on your website or share it with customers
Set Adjust panel access to control which editing tools customers can use on delivered photos
Set Customer rescheduling to control whether customers can move their own appointments
Let customers reschedule their own appointments
You can let customers reschedule their own appointments from the Customer Portal.
Turn on Let customers reschedule their own appointments to enable self-service rescheduling.
Use Reschedule cutoff hours to control how close to the appointment customers can still make a change.
After the cutoff is reached, the reschedule option is no longer available to the customer.
Adjust panel access
Choose what level of editing your customers have access to:
All adjust panel tools.
Profiles, remove tool, and revision requests only.
Adjust panel completely hidden. Can only view and download photos.
Customer rescheduling
Decide whether customers can reschedule their own appointments from the Customer Portal.
Turn on Let customers reschedule their own appointments to give customers a self-service way to move their booking to a new time. When it's off, customers contact you directly and you handle the change for them.
When the toggle is on, set a Reschedule cutoff (in hours) to protect the time right before an appointment. Customers can't reschedule once the appointment is within that window — for example, set 48 to stop changes inside the last two days.
Show customers a guided tour
Turn on a short tutorial video that walks your customers through the Customer Portal, so they can browse and download their media on their own without reaching out to you.
Under Tutorial video, turn on Enable guided tour. Want to see it first? Click video in the description to preview it.
Once it's on, a Quick Tour button appears at the top of every shared listing page. Your customer clicks it to watch the overview in a pop-up player, then closes it and keeps browsing. See Shared Listing Page for what your customer sees.
Make it feel like your business
Customize your Customer Portal using your business settings for a seamless, branded experience.
Branding (logo + brand color)
Business Details (name, contact info, socials)
Domain (custom URL like
book.yourdomain.com— Ultimate plan)
Ways to share your Customer Portal
Website: Add a "Book Now" button or a client login page linking to your portal.
Social: Drop the link in your Instagram bio, Facebook page, or LinkedIn profile.
Direct messages: Send the link over text, email, or WhatsApp when a client reaches out.
Email signature: Include a portal link so every email doubles as an opportunity.
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