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.
Why Customize the Portal?
- 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 and Customize 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.
Allow Activity Rescheduling
What it does:
Lets guests reschedule their bookings directly through the portal.
Why use it:
Minimizes support load by letting guests handle common changes themselves. Great for operators who offer flexible rebooking or deal with frequent weather-related shifts.
Auto-Update Pricing When Rescheduled
What it does:
Automatically updates the booking price if a guest changes their date or time.
If the new price is lower, a refund may be issued automatically or handled manually based on your refund policy settings. If it’s higher, the guest will be prompted to pay the difference.
Why use it:
Keeps pricing accurate without manual adjustment and ensures fairness when shifting between peak and off-peak dates.
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.