Customer portal availability
Understand what customers can access today and use Cleanr's supported quote and payment links without exposing private account data.
Cleanr does not currently expose a supported customer portal page, portal invitation, or copyable portal link. Use the customer-facing quote and payment links Cleanr provides for those specific tasks.
Do not share a database portal token or manually construct a link from internal data. A token is a private access credential, and Cleanr does not yet provide a supported customer-facing page for it.
What customers can do today
| Customer need | Supported Cleanr workflow |
|---|---|
| Review and respond to a quote | Send the secure quote link; the customer can accept or decline it |
| Pay an invoice online | Send the invoice or payment link after Stripe online payments are ready |
| Ask to reschedule or cancel | Customer contacts the business; an owner changes the Session in Cleanr |
| Review all upcoming work and billing history | No customer-facing portal is currently available |
| Sign in to a customer account | No customer login is currently available |
The customer workspace is an internal Cleanr screen for owners and staff. It contains customer contact, work, and billing context and is not a shareable portal.
Send a customer-facing link
Quote response
Create and send the quote from Cleanr. The secure quote link lets that recipient review the quote and record an accept or decline response. Send a new Cleanr link instead of copying an internal web-app URL.
Online invoice payment
Connect and finish Stripe setup before promising online payment. Then send the invoice or its Cleanr-provided payment link. The link is for that billing action; it is not access to a portal or the customer's full Cleanr history.
Schedule changes
Have the customer contact your business through the channel you publish. An owner can then move a Session, update the appropriate recurring scope, or record a cancellation. Customers cannot self-serve those schedule changes in a Cleanr portal today.
If a customer asks for portal access
Explain what action they need to complete, then send only the matching Cleanr quote or payment link. For upcoming-work questions, confirm the details from the internal customer workspace and communicate them through your normal business channel.
Related guides
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