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Customer Portal

Every order gets
its own portal

Send customers a secure, login-free link where they track status, see appointments, view their invoice, and pay the balance online — branded to your store and controlled with a single toggle.

Login-free secure links — no accounts or passwords
Live status timeline built from your real order data
Pay the open balance with Stripe-hosted checkout
CA
Conroe Appliance
Order #1042 · placed Jul 9, 2026
Your delivery is scheduled for Thu, Jul 9.
Balance due $412.50Scheduled
Order status
Order placed
Scheduled
Thu, Jul 9 · 9:00 AM–12:00 PM
Out for delivery
Completed
Invoice & balance
Total$1,712.75
Paid$1,300.25
Balance due$412.50
Appointments
Installation · #WO-2214
Thu, Jul 9 · 9:00 AM–12:00 PM · Technician: Mike
Scheduled
Customer Portal

One secure link. Everything your customer needs.

Secure Share Links

Share a link,
skip the phone tag.

Staff open the order, hit “Portal link…”, and copy the link or text it straight to the customer. Each order gets its own expiring, cryptographically signed link — no customer accounts, passwords, or order numbers to remember.

Expiring signed links: 60-day default, extendable up to 90
Copy or text in one step: SMS consent and quota enforced automatically
Graceful failures: tampered or expired links show a polite explanation page
Owner-controlled: one toggle in Settings turns the portal on or off — old links come back to life when re-enabled
Order #1042 · actions
Email invoice…
Text invoice…
Portal link…
Request review
Portal link
https://…/portal/o/Xk3f9…
Phone
(936) 555-0142
Message
Hi Sarah, view your order #1042, track status and pay online here: https://…/portal/o/…
This link has expired
Please contact the store for a new link.
Payments & Requests

Get paid online,
hear about changes early.

When there’s an open balance, customers see an itemized invoice card and a “Pay” button that opens Stripe-hosted checkout for the remaining balance. Amounts are computed server-side, and payments reconcile back into the order automatically. Need a different day? A quick change request lands right on the order’s staff notes.

Itemized invoice card: subtotal, discount, tax, payments made, and balance due
Stripe-hosted checkout: pays the full open balance and reflects as paid in the portal
One-tap change requests: a short message to staff, rate-limited to 3 per day per order
Printable receipt: the same itemized invoice renderer used across the platform
Invoice & balance
Subtotal$1,650.00
Discount-$150.00
Tax$123.75
Delivery$89.00
Total$1,712.75
Paid$1,300.25
Balance due$412.50
Card payment · Jul 2Completed
Deposit at store · Jun 28Completed
Request a change
Hi — could we move the delivery to later in the week? Friday works best for us.
Thanks — the store will contact you shortly.
(936) 555-0100hello@conroeappliance.com
Notifications & Reviews

Updates send themselves.
Reviews follow.

Owner-toggleable automatic emails — with opt-in SMS — send the portal link at key moments: payment received, appointment scheduled, a day-before reminder in your store’s own timezone, and order completed. After completion, send a review request that always ends with a “Review us on Google” button.

At most once per event: a background sweep deduplicates sends so customers aren’t double-texted
SMS done right: always respects customer consent and your plan’s SMS quota
Review requests: one click from the order, or opt-in automation with up to 2 gentle reminders
Never rating-gated: every customer sees the Google button — submissions and clicks tracked on your Reviews page
Automatic customer notifications

Email the portal link at key moments in the order.

Payment received
Appointment scheduled
Day-before reminder
Order completed
Review request after completion
Also send by text (SMS)
Requires SMS consent · uses monthly quota
How was your experience with Conroe Appliance?

Thanks for your feedback!

Review requests
Sarah Mitchell
5 stars · “Great install crew!”
Review submitted
James Porter
1 reminder sent
Link clicked
Dana Alvarez
Sent Jul 8
Sent
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Customer Portal Features - UpChannels | UpChannels