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👤 Customer accounts

Give every customer their own account

Customers sign in with just their email — no password to forget — and see their upcoming visits, approve quotes, pay invoices by card, book again and update their phone or address. You get fewer “what do I owe?” calls and faster payments.

Included in: ✓ Free✓ Pro✓ TeamOn every plan

How customer accounts works

4 simple steps — watch it, or tap a step.

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Step 1 of 4

They enter their email

On your account page — no password to create or forget.

Customer accounts · how it works

What you get

Sign in by email

A one-time link by email, then they stay signed in on their phone for 60 days.

Everything in one place

Upcoming and past visits, quotes to approve, invoices to pay and what they owe.

Book again

A “Book a visit” button straight to your booking page, plus “Ask for a quote” and “Call us”.

Private and safe

Each customer sees only their own records — never access codes, your costs or team notes.

On every plan. Compare every plan →

Customer accounts for your trade

Works the same for every trade — with your trade’s services and questions.

Questions

Is the customer portal included?

Yes — on every plan, including Free.

Do customers need to create an account?

No. If you have their email, they can sign in. If someone types an email you don’t have, nothing is revealed.

Where do customers find it?

Share your account link (Settings → Online booking), put it on your website as “My account”, and it’s linked from your booking page, quotes and invoices.

More features

Ready to get to work?

Set up for your trade in under a minute. Free to start.

Create your free account →