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Customer Guide to the Portal
Customer Guide to the Portal

Navigating the Customer Portal: Payments, Appointments, Estimates, and Messages Made Easy! πŸ’»πŸ“…βœ‰οΈ

Sienna Magee avatar
Written by Sienna Magee
Updated over a week ago

This guide will walk you through the features that allow you to make payments online, check upcoming appointments, and send message requests effortlessly.

Logging into your account

  1. You can log in to your account via magic link. An email invite will be sent by the home professional you’re working with.

  2. Once you receive the email, the link will allow you to access your account without having to create a username and password.

  3. Keep this email to log in in the future. Please note that this link is active for 7 days. If you click on it past 7 days we will automatically resend a new link.

Making Payments Online πŸ’³πŸ’»

The Customer Portal makes payments a breeze:

  1. Select Invoices on the menu to the left and navigate to the invoice you’d like to pay

  2. Fill out your payment information and submit

Viewing Upcoming Appointments πŸ“…πŸ‘€

Stay on top of your schedule effortlessly:

  1. Select Appointments on the menu to the left

  2. View all upcoming and any past appointments

Viewing & Approve Estimates πŸ“‹

Access and approve all estimates in one place:

  1. Select Estimates on the menu to the left

  2. View all estimates and approve any open estimates

Sending a Message Request πŸ’ŒπŸš€

Need to communicate something important with your home service provider? Here's how:

  1. Select the Send Message button in the top right

  2. Fill out your details. Please note that you can change the name and number in the form.

Managing Your Payment Method πŸ’³

Do you want to add, update or remove an existing credit card on file?

  1. Select the Wallet tab on the left

  2. Add a card on file, remove an existing card, or update payment details

Conclusion: Seamless Interaction at Your Fingertips! 🀝🌈

Congratulations! You're now equipped to effortlessly navigate the Customer Portal, managing payments, estimates, appointments, and communication with ease. Enjoy the convenience, and make every interaction a smooth one.

Happy navigating! πŸ’»πŸš€

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