Setting up the customer portal
Give customers passwordless self-service: invoices, payments, tickets, forms, and loyalty - on their phone.
The portal is a separate, customer-facing space under your workspace's own portal address. Customers sign in with a one-time code or magic link - no passwords - and see their invoices, receipts, payments, orders, support tickets, your published forms, loyalty and membership status, notifications, and their own profile.
What customers can and can't see
Every portal session is bound to one verified customer: they see only their own records. Internal notes and staff-only ticket comments are never exposed. Portal access is capability-based and completely separate from your team's accounts.
Payments through the portal
Customers can pay invoices from the portal, and payment links you share open a secure public page that works even without signing in - it shows only the safe details of that payment and handles paid, expired, and cancelled states gracefully.