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Customer Portal Settings

Choose a theme and control what customers can see and do in their Customer Portal.

Go to Settings > Customer Portal to configure.

Customer Portal settings

Your portal URL is displayed at the top of the page. Share this link with customers — on your website, in emails, or in appointment confirmations — so they can log in and access their account. Click Copy Link to copy it to your clipboard.

Portal Theme

Choose the layout and style for your customer portal. All themes respect your store branding and accent color set in General Settings.

ThemeDescription
ClassicClean top tabs, centered content, simple cards. Works for everyone.
ModernSidebar navigation, dark hero banner, stat cards. App-like feel.
BoutiqueFull-bleed hero, floating nav, bento grid. Premium editorial feel.

Click a theme card to select it. The change takes effect immediately after saving.

TIP

The Modern and Boutique themes display your logo on a dark background. For best results, make sure you have a white/light version of your logo uploaded in General Settings.

Portal Features

Control which features are available to customers in their portal. Disabled features are hidden from navigation and inaccessible.

FeatureDefaultDescription
LookbookOnProduct catalog for customers to browse and favorite items
FavoritesOnSaved items from the lookbook with customer notes
OrdersOnOrder history and details with receipt downloads
InvoicesOnOutstanding and paid invoices with online payment
AppointmentsOnAppointment history and upcoming appointment details
Payment MethodsOnSaved cards for faster checkout and payments
MeasurementsOffLets customers view their saved measurements
Profile EditingOnLets customers update their own contact information

INFO

If you disable the Lookbook but keep Favorites enabled, customers can still see favorites that staff have added to their profile — they just can't browse and add new ones themselves.