The Customer Portal is where your guests manage their bookings online—viewing details, making payments, rescheduling, and more. Customizing this space ensures a smoother, more intuitive experience for your guests while giving you more control over what actions they can take.
About Customizations
You can configure a number of settings that control how your Customer Portal operates:
- Reduce support volume by letting guests handle common actions like rescheduling and payments on their own
- Tailor the experience to match your business model—whether you want to give guests full flexibility or keep more control
- Make tipping easy by giving guests a simple way to leave a tip when managing their booking
- Improve guest satisfaction by creating a smoother, more intuitive post-booking experience
You can turn these settings on or off at any time depending on your policies, seasonality, or guest behavior trends.
Set Up Your Customer Portal
- From your Dashboard, choose More > Discover More
- Under the Settings section, choose Customer Portal
- Select which options you’d like to enable for the portal. Learn more about what each setting does below
Enable Balance Payments
What it does
Lets guests pay their deposit, remaining balance, or any outstanding amount directly from the customer portal.
Why use it
Reduces the need for manual follow-up by allowing guests to complete payments on their own schedule—especially helpful for operators offering partial payments or post-booking charges.
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Enable Activity Tipping
What it does
Lets guests add a tip when managing their booking in the portal.
Why use it
Offers a simple, passive way to increase revenue and support your guides or staff. It’s optional for guests, but easy to enable on your end.
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Cancellation
What it does
Lets guests cancel their own booking directly from the customer portal — no manual involvement needed.
Why use it
Empowers guests to manage their own bookings and reduces support overhead. You can set time restrictions (e.g. prevent cancellations within 2 hours of the event) both globally and per activity.
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Rescheduling
What it does
Lets guests reschedule their bookings directly through the portal.
Why use it
Gives guests flexibility while keeping your calendar accurate. You control how close to the start time changes are allowed (e.g. block rescheduling within 24 hours), and optional pricing updates ensure guests pay the correct amount if the rescheduled time is more expensive.
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