customers request a code by email and enter without a full account

review, preview, accept or reject quotes from the portal

follow invoice status, view PDFs and start payment flows

see upcoming and past appointments with detail, location and customer actions

choose available scheduler pages and book a slot directly

logo, colours, portal slug and host configuration match your brand

decide per link or session whether invoices, quotes, appointments, scheduling or entities are visible

review a quote, compare variants and send back acceptance or rejection

see open amounts, payment status and payment options from one tab

view details, confirm, cancel or request a reschedule

choose a meeting type and book an available slot directly

view portal-enabled entities through the same card components used internally

access starts from the customer relationship and stays linked to contact and organization

acceptance, rejection, PDF preview and payment stay synchronized

appointments and scheduler pages become visible in the same portal

documents and signing fit into the same customer surface

portal-enabled custom entities can be shown safely to customers

HttpOnly sessions, OTP lockout, scopes, host validation and RLS isolation