Customer portal - self-service without a phone call
A personal link you send the customer: they see their subscriptions and invoices, download an invoice as a PDF, update their payment method and request cancellation at the end of the period - with no call needed.
What a customer portal is
A customer portal is a personal link for each customer, with no app install and no password of their own. From the link the customer sees their subscriptions and invoice history, downloads an invoice as a PDF file, updates the card on file, and requests to cancel a subscription - cancellation takes effect at the end of the current period, not immediately. All of it follows the permissions you set: you decide whether cancellation, pausing or payment method updates are open to the customer, and the portal carries your business's logo and color.
What the customer portal actually does
A personal link with limited validity
Every customer gets their own link with a unique token. By default it is valid for 30 minutes, and a longer validity of up to 72 hours can be set - useful for a link sent after a failed charge, for example.
Subscriptions and invoices in one place
The customer sees every subscription they hold with you, including amount and billing cycle, and their full invoice list. Any invoice can be downloaded as a PDF straight from the portal, without asking anyone at the business for it.
Payment method updates without involving you
A customer whose card is about to expire, or whose charge failed, can add a new card, see existing cards and set a default - when that option is enabled in the portal settings.
Cancellation requests at period end
When cancellation is enabled, the customer picks a reason and may be offered a retention offer before the cancellation goes through. It is never immediate: the subscription keeps running until the already-paid period ends, and only closes then.
Pausing and resuming a subscription
Where a business allows it, the customer can pause an active subscription and resume it themselves later, without opening a ticket or waiting for a rep.
Your own branding
Logo, primary color, and links to your terms and privacy policy are set once in the portal settings and shown to every customer who opens their link.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Customer portal FAQ
What is the Lynxbe customer portal
How do I send a customer their portal link
What can and can't the customer do in the portal
Does cancelling a subscription in the portal cancel it immediately
Can I brand the portal for my own business
Is the customer portal included in my plan
We will show you how a customer gets a personal link, sees subscriptions and invoices, updates a payment method and requests cancellation at period end - with no phone call.
Get the Lynxbe app
