Customer Self-Service Portal

How the Customer Portal Operates

The Customer Portal provides your clients with a self-contained dashboard on your dedicated business domain (e.g. book.yourbrand.com/portal). Clients can:

• View upcoming and past appointments booked with your specific business.
• Reschedule appointments to a new available time slot without back-and-forth emails.
• Cancel upcoming appointments in accordance with your configured cancellation window.
• Pay remaining balances or download receipt summaries.

Passwordless Email OTP Security

Security by Design

Clients never create a password. To log in, they enter their email address and receive an ephemeral 6-digit one-time passcode (OTP) valid for 10 minutes.

This approach eliminates the risk of compromised passwords, prevents third-party enumeration of booking IDs, and ensures strict adherence to GDPR and CCPA privacy standards.

Setting Rescheduling & Cancellation Rules

Maintain full control over your calendar by configuring policy boundaries in Settings > Policies:

• Cancellation Cut-off: Define how close to an appointment a client can cancel (e.g. at least 24 hours in advance). After the cut-off passes, the portal disables self-cancellation.
• Rescheduling Limits: Specify whether rescheduling is permitted and the maximum number of times a single booking may be moved (e.g. maximum 2 reschedules).