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Customer Portal

Customise the booking experience for your customers.

15 articles

1

Customer Portal Overview

What the Customer Portal is, who it's for, and how customers reach it at your unique reservie address.

2 min read
2

Logging In

How customers sign in to the customer portal, what happens on the login page, and how to troubleshoot common problems.

3 min read
3

Creating an Account

How customers register for an account on the customer portal โ€” the email-then-verify flow.

3 min read
4

Resetting Your Password

The email-based password reset flow customers use when they've forgotten their password.

3 min read
5

Dashboard

The first page a customer sees after signing in โ€” upcoming bookings, active passes, recent videos, and event history at a glance.

3 min read
6

Managing Bookings

Where customers view their upcoming bookings, see past history, manage appointments, and cancel bookings they no longer want.

3 min read
7

Live Streamed Classes

Where customers find the join link, meeting ID, and password for any virtual class they have booked.

3 min read
8

Classes on Demand

Where customers watch the Video on Demand content they've purchased or been given access to.

2 min read
9

Credits

Where customers see the credit notes they hold, how much is left on each, and the voucher code to redeem them at checkout.

2 min read
10

Passes

Where customers see the class passes they've bought, how many credits are left on each, and when each expires.

3 min read
11

Gift Vouchers

Where customers see the gift vouchers they've received from others and the ones they've purchased to give as gifts.

3 min read
12

Payment Methods

Where customers add, view, and remove the saved cards used for their bookings and subscription renewals.

3 min read
13

Subscriptions

Where customers see their active and inactive memberships, view next payment dates, and cancel a subscription.

3 min read
14

Invoices

Where customers find their billing history โ€” past charges, dates, status, and downloadable receipts.

2 min read
15

Account

Where customers edit their personal details โ€” name, email, and mobile number โ€” and save changes.

3 min read