yaupon

see what customers actually see (preview mode)

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.

3 steps~2 min
  1. 1

    open preview mode

    in yaupon's settings, click "preview as customer". a new tab opens with you logged in as a sample customer with sample data (a few invoices, a booking, a loyalty balance).

  2. 2

    click through every section

    view the bookings tab, the invoices tab, the files tab. tap a button. submit a contact form. yaupon's preview is a real working portal — anything a customer can do, you can do here.

  3. 3

    fix what feels off

    if a section feels empty, hide it. if your branding looks wrong, fix it in branding settings. if a button label is confusing, file feedback through the contact-us form (we read every one).

    tip

    preview as a customer at least once a month. the portal evolves with new features and your business changes — what worked at launch might not still match what your customers actually need.

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