Customer Portal

The Customer Portal is a self-service website where your customers can manage their account, view service history, and interact with your business 24/7. It's automatically branded with your company colors and logo.

• View and accept quotes
• Pay invoices online
• Book new appointments
• View service history
• Update contact information
• Download receipts and invoices

1. Go to Settings → Company Profile
2. Ensure your company details are complete:
3. The following information appears on your portal:
   • Company Name - Shown in header and emails
   • Contact Email - For customer inquiries
   • Phone Number - Displayed on portal
   • Business Address - For invoices and quotes
4. Click Save Changes

1. Go to Settings → Branding
2. Click Upload Logo
3. Select your logo file (PNG or SVG recommended, max 2MB)
4. Adjust the crop area if needed
5. Click Save

1. Go to Settings → Service Area
2. Enter your service locations (cities, postal codes, or draw on map)
3. Set your maximum travel radius
4. Save your settings

1. Go to Settings → Branding → Colors
2. Select your brand colors:
   • Primary Color - Used for buttons and headers
   • Accent Color - Used for highlights and links
3. Preview your portal appearance
4. Click Save Changes

1. Go to Settings → Customer Portal
2. Find the Welcome Message section
3. Write a friendly greeting for your customers
4. You can use variables like {customer_name}
5. Click Save

Control how customers can book appointments:

• Enable Online Booking - Allow customers to book directly through the portal
• Minimum Lead Time - How far in advance customers must book (e.g., 24 hours)
• Reschedule Window - How close to appointment customers can reschedule
• Available Services - Which services customers can book online

• Accepted Payment Methods - Credit cards, ACH, or both
• Allow Saved Cards - Let customers save payment methods for faster checkout
• Enable Auto-Pay - Customers can opt into automatic payments
• Payment Terms - Due on receipt, Net 15, Net 30, etc.

Customers can access your portal in several ways:

• Direct link: Send them your portal URL (yourcompany.sergio.app/portal)
• Email links: Invoice and quote emails include a View in Portal button
• Website widget: Embed a Login button on your website

1. Go to Customers → select a customer
2. Click Actions → Send Portal Invite
3. Customer receives an email with login instructions
4. The email includes:
   • Link to your branded portal
   • Instructions for setting up their account
   • Your company contact information

1. Customer visits your portal URL
2. They enter their email address
3. A magic link is sent to their email (no password required)
4. They click the link to sign in
5. The link is valid for 15 minutes
6. Once logged in, they stay authenticated for 30 days

• Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256)
• Password-less Auth: Magic links eliminate password vulnerabilities
• Access Control: Customers can only see their own data
• Session Timeout: Automatic logout after 30 days of inactivity

Your customers' data is protected:

• Customers only see their own quotes, invoices, and appointments
• They cannot access other customers' information
• Payment details are handled securely by Stripe (PCI compliant)
• You control what information is visible in the portal

Online payments are processed securely through Stripe:

• Card numbers are never stored on our servers
• All transactions use 3D Secure authentication when available
• Fraud detection is automatically enabled
• PCI DSS Level 1 compliance through Stripe

1. Go to Settings → Customer Portal
2. Click Preview Portal
3. You'll see your portal as customers see it
4. Test navigation, colors, and branding
5. Make adjustments as needed

To fully test the customer experience:

1. Create a test customer with your own email
2. Add a sample quote and invoice to this customer
3. Send a portal invite to yourself
4. Complete the login flow
5. Test accepting quotes and paying invoices
6. Try booking an appointment