Customers

Customer Portal

Included on Free

Give your customers a self-service portal where they can view their service history, manage upcoming appointments, review invoices, and communicate with your team. Secure token-based access keeps data private.

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What it covers

Available during early release on the Free plan and every Pro account.

Customer profile management
Self-service appointment booking
Service history and invoice viewing
Secure token-based portal access
Customer communication channel

Where Customer Portal belongs

Customer Portal sits in the Customers layer of LuperIQ and focuses on Customer profiles, portal access tokens, and self-service appointment management. For a site owner, the practical value is not the module name by itself; it is whether Customer profile management, Self-service appointment booking, and Service history and invoice viewing becomes easier to manage in the real customer or admin path.

For pricing and setup, the useful context is Free and Pro and the place the owner will likely manage it is Customers. Those details help the reader understand the module without turning the page into a technical inventory.

Setup checks for Customer Portal

Verify that "Customer profile management" is represented in the live setup before treating Customer Portal as ready for customers or staff.
Verify that "Self-service appointment booking" is represented in the live setup before treating Customer Portal as ready for customers or staff.
Verify that "Service history and invoice viewing" is represented in the live setup before treating Customer Portal as ready for customers or staff.
Verify that "Secure token-based portal access" is represented in the live setup before treating Customer Portal as ready for customers or staff.
Verify that "Customer communication channel" is represented in the live setup before treating Customer Portal as ready for customers or staff.
Open the Customers admin section during setup so the owner knows exactly where this module is managed after launch.

Dependencies and AI connections

Customer Portal works best when Booking are already understood, because those surrounding tools shape where the data, settings, or customer actions will land.

Customer Portal currently connects to Customer Portal Welcome Copy in the public AI workflow catalog, which gives this module a clearer next step for owners who want AI-assisted work around the same operational area.

Related workflow: Customer Portal Welcome Copy uses 1 credit(s) and lives under Customer Experience.

Related AI workflows

Customer Portal Welcome Copy

1 credits, as low as $0.07 on the largest current pack.

Open workflow pricing