Customer Portal Overview
The Customer Portal is where your customers log in and manage their bookings, payment methods and more.
How Authentication Works
Since the Customer Portal requires authentication, customers new and existing will need to register with your account to gain access to their Customer Portal.
During the booking process, the customer will be presented with a step to input their email:
Existing Customers (Created before 1/26/2022)
If the email address matches an existing customer, but they don't have a password set, then the customer will be presented with an opportunity to set a password.
NOTE: If the customer has a valid mobile phone, the 6-digit code will be sent to their mobile phone. If they don't have a valid mobile phone, the 6-digit code will be sent to their email. If the email is not deliverable and they don't have a mobile phone, the account owner will either need to update their email or mobile phone number for them so that they can receive a code or register for a new account with a different email.
If the email address matches an existing customer, and they have a password set, then the customer will be presented with an opportunity to login.
New Customers (Created after 1/26/2022)
If the email address doesn't match an existing customer, then the customer will be presented with an opportunity to register.
If you want to allow or disallow customers to book with you without setting an email, go into your account center and enable guest checkout under the Customer Portal tab. If you allow guest bookings, the customer will be presented with the following.
Once a customer has logged in, they can click on My Account in the top right to see their account overview. From the account overview they can edit their profile, manage their payment methods and manage their bookings.