The Customer Portal
Is a page for your customers to:
1. Confirm their Booking.
2. View their Booking summary.
3. Make Payments.
4. Add Transfer Info.
5. Enter guest's personal details (In case the booking has multiple guests, the customer can fill out details for each one of the guests in that same booking).
6. View the Booking terms & Conditions.
A Breakdown of the Customer Portal
If a booking has been created by a Bookinglayer user in the Backoffice, it can be set to Pending and the Customer Portal URL can be sent to the client in order to confirm the booking. Once the client confirms the booking, the booking status will automatically be updated in the Backoffice to Confirmed.
If you have set Booking Terms the customer will need to accept them in order to confirm the booking.
The Booking Summary gives an overview of your customer's booking information. This includes arrival and departure dates, booked accommodations for each guest, and any extra booked activities for each guest.
Payments - In this section, your customer can pay their balance online through any of the payment methods that you have set in your Settings. If the booking has already been paid for, a payment summary will be displayed.
Arrival Info - A customer can select their arrival time and location, and add any relevant information such as flight numbers or delays. The drop down selection for arrival location will display each 'Transfer Location' that you have set in your Settings.
You can read more about Transfers and Transfer Locations in this article.
Personal Details - Here your customer can update their personal details. This information will automatically sync with the guest's profile in your Backoffice, and any other relevant sections such as dietary lists.
This is the place where you request additional information from your clients that you would need for them to start their trip, like dietary requirements, levels, medical conditions, etc. Read more: How to request additional information from your clients in the Customer Portal
How to give your clients access to their Customer Portal
In order to give your clients access to their Customer Portal, you can add the Customer Portal URL tag to your automated e-mails, such as the confirmation e-mail.
Click on Settings > Automation and select a template. Now click on Booking Tags and select Customer Portal URL. Now, your clients will automatically receive their unique Customer Portal link in the body of your automated e-mail.
For a preview of each Customer Portal, a unique URL link is displayed inside each individual booking page, to the right hand side. You can simply copy-paste this link to give a specific clients access to their Customer Portal.