Articles tagged customer-portal

Yes. When you send an invoice email, it includes a public payment link the customer can use without logging in or creating a portal account.

Suprata gives your customers four ways to take care of themselves: a public payment link, a logged-in customer portal, a help site with tickets, and saved payment methods. Here's how they fit together.

A new reservation usually needs paperwork before it's really a reservation — insurance, registration, a signed waiver. This is how you ask for all of it in one email, get it back through the customer portal, and stop cha...

How to run customer and internal requests as tracked tickets: the queue, claiming vs assigning, public replies vs internal notes, statuses and auto-close, and the per-category permission matrix that trips most teams up.