Help center
Customers access their own history through the secure portal.
Customers can open the portal from your public site and request a secure sign-in link by email.
The portal shows their appointments and available invoices and quotes, along with appointment notes you have chosen to share. Cancellation or rescheduling options depend on the booking rules.
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Practical help for your everyday work.
Make your public page available and publish later changes.
Set up the services that customers can book.
Check working hours, assigned team members and booking rules.
Adjust availability without changing the regular weekly schedule.
Invite team members and choose their access.
Keep preparation notes and visit recaps, with optional customer sharing.
Customers access their own history through the secure portal.
Create a quote and review it before sending.
Find the right invoice for your business or your customer.
Complete the payment account setup and review its status.