What customers can do
On Business and Pro plans, each client gets a branded portal under your workspace. They sign in with email to view their relationship with your company — not a generic marketplace account.
- View upcoming and past cleanings
- Open and pay invoices online (with Stripe Connect)
- Request reschedule times (Business+)
What you control
You decide when to invite customers, what they see, and whether white-label custom domains are used (Pro). Office staff approve or deny reschedule requests from the schedule inbox.
When to turn it on
Portals help when you field the same questions daily: “When is my next clean?” “What do I owe?” Enable after your core schedule and invoicing workflows are stable — usually within the first few weeks on the platform.
FAQ
Is the customer portal included on Starter?
Customer portals require Business or Pro. Starter includes core team workflows without client-facing portal access.
Try these workflows in your workspace — free for 7 days.
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