yaupon

enable yaupon and customers can sign in to see their bookings, invoices, files, and message history with you.

send an invite link or magic-login email so they can log in without setting a password.

yaupon's default look is clean but generic. swap in your logo, your brand color, and your business name and the portal feels like it belongs to your business — not to wymzy.

the portal can show bookings, invoices, files, loyalty points, message history, and active promos. hide sections you don't use so the customer's home base only shows what's relevant.

before pushing the portal to your customer list, walk through it from the customer's seat. yaupon's preview mode lets you log in as a fake customer and click around.

the customer portal isn't just a viewer. customers can pay open invoices, rebook past services, and grab old files without contacting you. that's where it cuts down on "where's my invoice?" calls.

yaupon doesn't make customers create or remember passwords. every login is a one-tap magic link — emailed to them, expires after 24 hours, works once.

customers land on the bookings tab to see every appointment they have with you, past and upcoming. the data comes from junebug live.

every pawpaw invoice tied to this customer's email shows up here. open invoices have a pay button; paid ones live as receipts they can download anytime.

mayhaw estimates surface in the portal alongside invoices. customers can review a quote, accept it, and (if the quote allows) sign and pay a deposit — same flow as the share link.

any bullfrog file you tagged to this customer (signed contract, design proof, before-after photos) shows up here. they can download anytime — no "can you re-send that pdf?" calls.

for customers enrolled in cattail (points) or firefly (punch cards), the loyalty tab shows their balance, rewards earned, and next-reward progress.

active otter promo codes show up in the customer's portal so they can grab them when checking out. one-tap copy to clipboard, no remembering codes.

for multi-week work tracked in gopher, customers can watch progress, milestones, materials, and updates from their portal. one shared view of the build.

the messages tab will surface honeybee threads (email + sms) you've had with this customer in one place. ships once honeybee's customer-facing rendering lands.

before sending the portal link to a customer, preview it yourself. the preview button on the portal config opens the live portal in a new tab so you can see exactly what they'll see.

the default sign-in copy is generic. write your own welcome message and it shows above the sign-in form. one extra sentence in your voice makes the portal feel like yours, not like wymzy's.