A customer portal can let customers complete selected tasks on their own instead of contacting staff for every update.
Depending on the setup, customers may manage profile details, bookings, invoices, payments, documents, and service requests. The organization decides which actions are safe and useful for each type of user.
What Account Actions Can Customers Handle?
- View or update contact information.
- Review account status or service information.
- Manage communication preferences.
- View documents connected to their account.
What Booking Actions Can Customers Handle?
When the booking rules allow it, customers may be able to:
- View upcoming and past bookings.
- Create a booking.
- Reschedule or cancel an existing booking.
- Review booking details, participants, or related information.
Customer access still has to follow availability, capacity, cancellation rules, and other booking policies.
What Billing and Payment Actions Can Be Available?
- View invoices or balances.
- Review payment history.
- Download invoices or other billing documents.
- Make an approved payment when payment processing is enabled.
Payment methods and actions depend on the organization's payment provider and setup. For the basic term, see Payment.
Can Customers Submit Requests?
Yes, when that workflow is provided. A portal can give customers a structured way to submit a question, service request, maintenance issue, document, or other request.
The customer may also be able to see the request status or updates without calling staff. See Request.
Should Every Customer Be Able to Do Everything?
No. Self-service should match the user's role and the organization's rules.
A member may need membership renewal options. A tenant may need maintenance requests. A guest may only need booking and payment information.
Good self-service removes simple work without removing necessary control.
How Does Booking Ninjas Support Portal Self-Service?
Booking Ninjas' Self Service Portal supports secure access to profile information, invoices, payments, requests, communication, and other approved records.
For the wider portal concept, continue to What Is a Customer Portal?.
Sources and Further Reading
- Booking Ninjas: Self Service Portal — covers account access, invoices, payments, requests, communication, and role-based self-service.
- Booking Ninjas: Client Portal — covers account summaries, billing history, documents, requests, and role-based access.