Customer Portal Setup

The customer portal is a dedicated website where your customers can:

• Book appointments online 24/7
• View and accept quotes digitally
• Pay invoices with credit card or bank transfer
• View service history
• Reschedule appointments
• Update contact information

1. Log in to web dashboard at sergio.app
2. Go to Settings → Company Profile
3. Fill in required fields:
   • Company Name - Appears on portal header
   • Email - Where customer messages go
   • Phone - Displayed on portal
   • Address - Shows on invoices/quotes
4. Click Save

1. Go to Settings → Customer Portal
2. Enter your preferred subdomain (e.g., "acme-windows")
3. System checks availability
4. Click Claim Subdomain
5. Your portal is now live at portal.sergio.app/yoursubdomain

1. On the Customer Portal settings page, click Upload Logo
2. Choose image file (PNG, JPG, SVG accepted)
3. Recommended size: 200×60 pixels or 4:1 ratio
4. Logo appears in portal header immediately

1. Scroll to Brand Colors section
2. Click color pickers to choose:
   • Primary Color - Buttons, links, headers
   • Accent Color - Secondary elements
3. Preview updates in real-time
4. Click Save Colors

Connect your own domain (e.g., portal.acmewindows.com) to remove all Sergio branding.

1. Purchase a domain or use existing one
2. In Sergio, go to Settings → Customer Portal → Custom Domain
3. Enter your desired subdomain (e.g., "portal.acmewindows.com")
4. Sergio provides DNS records:

   Type: CNAME

   Name: portal

   Value: custom.sergio.app

5. Add these records in your domain registrar (GoDaddy, Namecheap, etc.)
6. Wait 10-60 minutes for DNS propagation
7. Click Verify Domain in Sergio
8. SSL certificate auto-provisioned (HTTPS enabled)
9. Your portal is now at your custom domain!

On Business plan with custom domain:

• "Powered by Sergio" footer automatically removed
• All email notifications sent from your company name
• Invoice PDFs show only your branding
• No Sergio mentions anywhere visible to customers

1. Go to Settings → Customer Portal → Welcome Message
2. Write custom greeting (max 500 characters)
3. Example: "Welcome to Acme Windows! Book, pay, and manage your window cleaning services online."
4. Supports basic markdown (bold, italic, links)
5. Click Save Message

Control what customers can self-serve:

• Online Booking - Toggle on/off (default: on)
• Booking Lead Time - Require 24/48/72 hours advance notice
• Reschedule Window - Allow reschedules up to X hours before job
• Service Types - Show only specific services in booking form

• Accepted Payment Methods - Cards, ACH, or both
• Save Cards - Allow customers to save payment methods
• Auto-Pay - Enable recurring billing for maintenance plans
• Payment Terms - Net 7, 14, or 30 days default

Customers automatically receive portal invitations when:

• You send them their first quote
• You send their first invoice
• You manually invite them from customer profile

1. Go to Customers page
2. Click on customer name
3. Click Invite to Portal button
4. Customer receives email with:
   • Portal login link
   • Temporary password (they'll reset on first login)
   • What they can do in the portal

1. Customer clicks link in invitation email
2. Lands on portal.sergio.app/yourcompany/login (or your custom domain)
3. Enters email + temporary password
4. Required to set new secure password
5. Can enable 2FA (optional but recommended)
6. Now has full access to their account

• Encryption: All portal traffic uses TLS 1.3 (HTTPS)
• Passwords: Hashed with bcrypt (industry standard)
• Access Control: Customers only see their own data
• Session Timeout: Auto-logout after 30 minutes of inactivity

The customer portal is PIPEDA compliant:

• Privacy policy link in portal footer
• Customers can request data export (PDF or CSV)
• Customers can request account deletion
• No third-party tracking cookies

All payments processed through Stripe (PCI-DSS Level 1 certified):

• Card numbers never touch Sergio servers
• Tokenized payments for security
• 3D Secure authentication for high-value transactions
• Fraud detection built-in

1. Go to Settings → Customer Portal
2. Click Preview Portal button
3. Opens your portal in new tab (logged in as test customer)
4. Test booking, viewing quotes, making payments
5. All test data is clearly marked and doesn't affect real records

Create a test customer to see exactly what your real customers see:

1. Add customer with name "Test Customer" and your personal email
2. Invite to portal
3. Log in with the invitation link
4. Create test quote, test invoice, test booking
5. Verify branding, colors, functionality
6. Delete test customer when satisfied