One place for everything customers need from you.
Stop scattering bookings, invoices, and docs across emails and threads. Give customers a real home.
Everything in one place
Bookings, invoices, contracts, support tickets, and shared docs — all on one self-serve dashboard.
Single sign-on
Magic link or passkey. No password noise, no shared logins, no 'forgot my password' emails.
Branded to you
Your colours, your logo, your domain (portal.yourdomain.com). Customers don't see Cloud Flow.
Real-time updates
Activity ticker shows recent payments, bookings, and doc updates the moment they happen.
Self-serve actions
Customers can pay invoices, reschedule bookings, sign docs, and open tickets without messaging you.
Plays nice with the suite
Bookings from Booking Engine, invoices from Invoice Bot, leads from Lead CRM — all wired in.
Branded portal live in a couple of weeks.
No platform commitments, no per-customer pricing — we ship a real portal on your domain.
- Step 01
Connect your tools
Cloud Flow Booking + Invoice + CRM, or other systems via webhooks. Data flows in automatically.
- Step 02
Brand the portal
Logo, colours, custom domain, sign-in screen, and email templates — all match your business.
- Step 03
Pick the surfaces
Choose which sections to enable: bookings, invoices, docs, support. Hide what's not relevant.
- Step 04
Roll out to customers
Magic-link invites go out automatically. We watch the first week's logins with you and tune.
Built for teams whose inbox is full of 'what's my status' messages.
If your team spends hours a week answering 'where's my invoice?' or 'when's my next session?', this kills 80% of it.
Clinics, salons, studios — customers manage appointments and invoices themselves.
Clients see project status, deliverables, and invoices without DM-ing the account lead.
Customer-facing dashboard for support, billing, and shared docs in one shell.
Parents see their kids' schedule, attendance, and fees in one place.
Common questions
Do customers need to remember a password?
No — it's magic-link or passkey by default. They click a link in their email or use a passkey in the browser. Zero password noise.
Can it use our own domain?
Yes — portal.yourdomain.com (or any subdomain you pick). HTTPS auto-provisioned, no certificate work needed.
What if we don't use Cloud Flow's other products?
Still works — we wire in your existing booking, invoicing, and CRM systems via webhooks or APIs. Most modern tools support this.
Can I hide sections we don't need?
Absolutely. Each section (bookings, invoices, docs, support) is toggleable. Hide what's not relevant for your customers.
Is the data private to each customer?
Yes — strict per-account isolation. A customer only sees their own bookings, invoices, and tickets, never anyone else's.
Ready to give your customers a real home?
Tell us what your customers ask you most often. We'll come back with a recommended portal layout, integrations, and quote.