Customer sign-in

The portal is /portal. It is for customers, not staff. It only exists when the customerPortal switch is on.

On a phone:

Invite someone

Admin → Customers → open the person → Invite to sign in. They get an email, set a password, and land in the portal.

Orange numbers:

1. Invite to sign in

They can also sign in with a one-time code emailed to that address. Ask them to use /sign-in. Staff and customers share that page. After sign-in, customers go to /portal.

There is no public sign-up form. If someone is not a customer yet, add them first.

What they see at home

The home page stacks a card from each tool that has something for them:

• Their plan, if memberships are on
• Their packs, if session packs are on
• Their sessions, if group sessions are on
• Open quotes
• Open invoices

They can open Account to change their password. On a phone, they may see Install portal or How to install. That adds a home-screen icon. It does not store private data on the phone.

Booking, plans, and packs

• Book a session at /portal/sessions when group session booking is on
• Join or manage a plan at /portal/memberships
• Buy a pack at /portal/session-packs

Link those pages from your public site if you want a “join” or “book” button. The person still has to be signed in.

New request

If you turned on a request form for the portal, they see a New request (or the label you chose). On the demo that form still creates a lead.

What they cannot do

They cannot see other customers. They cannot open admin. They cannot cancel a plan online if you turned that off in Memberships.