Customer-friendly access
Customers can see useful account context without calling the front desk.
Customer portal
Give Customers a Simple Place to View and Manage Their Relationship
Give customers mobile-friendly access to profiles, bills, packages, memberships, rewards, vouchers, wallet context and repeat actions.
Business outcomes
Reduce routine questions by giving customers useful self-service context
Each outcome stays connected to the customer, staff, billing or owner context used elsewhere in Yepsta.
Repeat action paths
Reorder, rewards, vouchers and package visibility make return visits easier.
Mobile-first experience
Keep the customer side compact and app-like for everyday use.
Connected workflow
Provide secure access to customer records and repeat actions
The module fits the daily sequence your team already needs to complete.
Customer opens portal
They use the public/customer link from Yepsta touchpoints.
They review account context
Bills, rewards, vouchers, packages and profile details stay accessible.
They take repeat action
Customers can reorder or continue a relationship with fewer manual steps.
Practical uses
Make bills, benefits and relationship details easier to find
Bill access
Customers can refer to past bills and transaction context.
Package visibility
Show remaining sessions or membership status clearly.
Reward redemption
Make loyalty benefits easier for customers and staff to understand.
Customer portal in Yepsta
A mobile-friendly customer view connected to the Business OS
Customers can access the enabled profile, billing, package, membership, reward, voucher and wallet context associated with their relationship with the business.
Continue exploring
Connect this workflow to related modules and service businesses.
Loyalty
Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.
Wallet
Track wallet balances, store credit, voucher redemption and partial payments against the correct customer profile.
Retention
Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.
Premium website
Launch a mobile-first business profile with services, products, gallery, hours, booking, storefront and review actions connected to Yepsta.
Salon software
See Yepsta in a salon operating workflow.
Spa software
See connected service, package and customer workflows.
Multi-location service brands
See how location-aware operations fit growing teams.
All Yepsta features
Browse the complete connected Business OS feature directory.
Customer portal FAQ
Customer portal access and information questions
How do customers access the portal? +
Customers use the configured Yepsta customer access flow associated with their profile and business relationship.
Can customers view bills? +
Yes. Enabled billing records can be made available in the customer portal for easier reference.
Can customers see packages and memberships? +
Yes. Customers can review enabled entitlement information such as packages, memberships and remaining context.
Are rewards, vouchers and wallet details available? +
The portal can present enabled rewards, voucher and wallet context connected to the customer profile.
Can customers update their details? +
The portal supports customer-facing profile context and configured self-service actions while the business retains responsibility for account and data controls.
See the workflow in context