> For the complete documentation index, see [llms.txt](https://uni.fotello.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://uni.fotello.co/delivering-listings/customer-portal.md).
# 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 your Customer Portal settings, open it from the left sidebar by clicking **Customer Portal** or use [this link](https://app.fotello.co/dashboard/customer-portal).
### 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:
| Full Access | Focused Access | Hidden |
| -------------------------------- | -------------------------------------------------- | ------------------------------------------------------------------ |
| 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.
{% hint style="info" %}
You can always reschedule any appointment yourself from the order, regardless of this setting. See [Rescheduling](/availability-and-scheduling/rescheduling.md).
{% endhint %}
### 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](/customer-portal/shared-listing-page.md) 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](/business-details/branding.md) (logo + brand color)
* [Business Details](/business-details/personal-details.md) (name, contact info, socials)
* [Domain](/business-details/domain.md) (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.
{% hint style="info" %}
The Customer Portal is fully responsive and mobile friendly.
{% endhint %}
---
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