Your customers have their own portal where they can view orders, manage subscriptions, and update payment methods.
Portal access
Customers access their portal at:
getpoolflow.com/your-business-name/account
They log in with a magic link — no password needed. They enter their email and receive a link that logs them in instantly.
What customers can do
View order history
Customers see all their past and current jobs:
- Service details
- Dates and status
- Amounts paid
- Receipts
Manage subscriptions
For recurring services, customers can:
- View their subscription details
- See upcoming payment dates
- Update their payment method
- Cancel their subscription
Subscription management goes through Stripe's Billing Portal for secure changes.
Update payment method
If a card expires or needs updating, customers can add a new payment method without contacting you.
Download receipts
Customers can download receipts for any completed job. Useful for property managers or anyone who needs records.
White-labeled experience
The portal uses your branding:
- Your logo
- Your brand colors
- Your business name
Customers see your brand, not PoolFlow's.
Notifications
The portal also shows customers:
- Pending change orders needing approval
- Upcoming scheduled services
- Recent activity on their account
When customers need help
The portal includes:
- Your contact information
- Link to email support
- Any custom support message you've set
Guide customers to the portal first for self-service. They can handle most requests themselves.
Tips for contractors
Share the portal link
Include the portal link in:
- Confirmation emails (automatic)
- Your email signature
- Welcome messages to new customers
Encourage self-service
When customers ask about receipts, payment updates, or subscription changes, point them to the portal.
Check for pending actions
If a customer says they updated something, you can verify by checking their job or subscription status.
Magic link login
Magic links are more secure than passwords:
- No password to forget or steal
- Links expire after use
- Each login is freshly authenticated
If a customer has trouble:
1. Make sure they're checking the right email
2. Check spam folder
3. Links expire after 15 minutes — request a fresh one