What is the customer portal?
The customer portal is a place where customers can see their jobs, invoices, balance, make payments, and exchange messages with you.
The customer portal is automatically included in getSoapy websites, or you can can add it to your website to give customers a seamless experience.
A secure link is included with each message sent to customers, such as when jobs are scheduled or a payment is due. You can control which messages are sent and customise the content of them.
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Additional Users
Marketplace
Message Templates
Organising work
Rounds
Websites
Balance
Expenses
Getting Started
Plugins
customers
Dashboard
Pricing
