What the customer portal does for your customers

Through the Customer portal button at the top right of your booking page (on a phone only a person icon shows), or straight at resovu.com/your-id/account. They enter the email they booked with and type the six-digit code they receive. No password, and the code is valid for 10 minutes.

They do not have to sign up first. The account is created with the first booking, so anyone who already has a booking with you can log in. People who have never booked cannot. The portal is an ordinary web page: customers install nothing and use it on a phone the same way as on a computer. The top bar with the button is not part of a booking form embedded on your own website, so there add the portal link yourself.

The portal is part of every plan, Free included, and there is nothing to switch on. The top shows your logo, name and colour from Settings → Appearance, so customers know they are still "with you".

Six sections. Which ones have content depends on what you use: without a loyalty programme, Loyalty stays empty.

Resovu does not email invoices to customers; the portal is where they find them. If you invoice, tell customers so, for example in the confirmation email.

An invoice can be requested only for a paid, non-cancelled booking with a price above zero. Customers can save their billing details in advance under Details and they are pre-filled in the request. Book again on a past booking opens your booking page with the same service, so a regular client books the next visit in seconds.

Mostly the short, repeated ones that pull you away from work. Typical questions and what customers now do themselves:

• "When is my appointment again?" They see it under Bookings and save it to their calendar with one tap.
• "Can I come on Thursday instead of Tuesday?" They click Choose another time and pick a time at the same price, up to your cancellation deadline.
• "I need an invoice for my company." On a paid booking they click Request an invoice and fill in the company, company ID, VAT ID and address. You get an email and issue the invoice from the booking with the buyer pre-filled.
• "How many points do I have?" "What was the gift card code?" Both are under Loyalty and Vouchers.
• "My number has changed." They correct it under Details, so SMS reminders keep reaching the right phone.

Example: with 150 bookings a month and one phone reschedule per ten bookings, that is 15 calls. At five minutes each, including finding a free slot, you get more than an hour a month back – before counting invoices and points questions.

The portal allows nothing by itself; it follows your settings. Check four places:

• Settings → Booking → Cancellation policy: Allow booking cancellation, the Cancellation deadline and Customers can change the time themselves. Without them customers can only look at their bookings.
• Settings → Invoicing: Customers can request an invoice. It works on every plan and is on by default when you invoice in Resovu. If you invoice elsewhere, the details reach you by email.
• Loyalty: how customers earn points and what the reward is. Signed-in customers then redeem it when booking online.
• Settings → Consents: whether the form shows Customer account consent. Customers can log in without it; the box just records consent at booking.

What you get depends on your plan. On Free, customers see and manage their bookings and their details and can request an invoice. Coupons, loyalty points and invoices issued in Resovu come with Starter, gift cards with Professional. See the pricing page; new accounts get 14 days of Professional free, so you can try the whole portal.

Rescheduling in the portal works for services and classes. Accommodation guests do not change their dates themselves, only by agreement with you. Details in the help article Can customers reschedule their own appointments.

The portal only helps if customers know it is there. Most will not go looking, so show it to them where they deal with their booking:

• In the confirmation email. In Settings → Email template add a line such as "You can reschedule or cancel in the customer portal on our booking page." The confirmation is the only customer email whose text you write.
• At reception. Download a QR code for your booking page on the Dashboard, in the Share your link step of the setup guide. A stand on the counter saying "Bookings, rescheduling and invoices" answers the question before it is asked.
• On the phone. When someone calls to move an appointment, sort it out and mention that next time they can do it themselves in the customer portal.

For regular clients the biggest draw is the loyalty programme: in the portal they see how many points they need for the next reward, and once signed in they redeem it straight away when booking online. How to set the programme up is covered in Loyalty programmes.

Customers keep their own details up to date and you do not retype them from emails. Under Details they correct their name and phone and switch marketing consent on or off. The email cannot be changed; it is their login.

When and which consent a customer gave is in the customer detail under Customers. If they ask for a copy or deletion of their data, you handle it there: the account owner can use Export data (GDPR) and Erase data (GDPR). The steps are in the help article A customer wants their data deleted.

More on consents in the booking form and what GDPR asks of you is in GDPR for salons.