What can customers do in the customer portal?
Customers sign in to My account with an email code to see upcoming bookings, edit their profile, view tickets and delete their data.
The customer portal is a My account page where customers sign in with just their email address to see their upcoming bookings, tidy their profile and view their event tickets. There are no passwords — a one-time code (or a one-click magic link) does the signing in.
Customer accounts are Available on Pro plan and above, and come with the standalone Loyalty product too. On those plans a My account link appears at the foot of your public booking page and on the manage-booking page (the page customers reach from their booking emails), and signed-in customers also see a quiet My account row on confirmation screens — after booking, buying an event ticket or gift card, placing a table order, or joining the waitlist; on Free and Plus (without the Loyalty product) the portal isn't offered to customers.
How customers sign in
- The customer opens the My account page from the link at the bottom of your booking page or in a booking email.
- They type the email they used to book and click Send verification code. If they arrived via the magic link in the code email, the button reads Sign in with magic link and one click signs them in.
- They enter the 6-digit code from the email. For safety the page never confirms whether an email is known — it says a code is on its way if that email has visited before — so a brand-new customer simply won't receive one; a New here? line points them to the loyalty join form (when your scheme is open to joiners) or your booking page instead.
- Remember me on this device for 30 days is ticked by default, so they stay signed in on their own phone. On a shared device they can untick it — then the portal also signs them out automatically after a period of inactivity.
What they see once signed in
The page opens with the venue's own header — cover photo, logo and name, the same treatment as the venue hub page — so customers always know whose account they're in. Signed-in customers land on an Overview — a friendly greeting, their next upcoming booking as a card first (tap Manage to change it), a loyalty balance chip for members second, then their visit-count badge, and a tappable list of sections. On phones each section opens full-screen with a back header; on larger screens the sections sit in a rail on the left. Sections only appear where they apply — a venue without Order & Pay shows no Orders row. At the very bottom of the page sits the venue's Find us block — opening hours for the week ahead, a tappable address (opens Google Maps for directions) with a map of the venue's location beneath it, a tap-to-call phone number, website and social links — the same block the venue hub shows.
- Bookings & tickets — upcoming bookings (each with a Manage Booking button, subject to your cancellation deadline and deposit policy; bookings with extras list them too), live event tickets with their redemption status, and past bookings with a Load 50 more button. Booking cards show the customer's own payment facts — "£20.00 deposit paid" or "Paid in full — £80.00", and after a refund "£10.00 of £20.00 refunded" or "Refunded in full" (past bookings carry the same line as a quiet receipt). Upcoming cards also offer Re-send confirmation email — a fresh copy of the booking confirmation, always sent to the booking's own email address, with a green "Confirmation sent" tick when it's away (after a few re-sends in quick succession the customer is asked to check their spam folder and try again later). And where money is still owed — an unpaid deposit, or a payment link your team sent that hasn't been paid — an amber note names the exact amount and points the customer to the secure payment link from their email or text, or to your phone number.
- Orders — on Order & Pay venues: every past table order itemised, with what they paid and anything refunded.
- Loyalty & offers — if the restaurant runs a loyalty scheme, customers can join it here in one tap and members see their card — styled like their wallet pass, following the restaurant's card design — with their balance, the QR code they show at the venue, recent activity, the rewards list and any saved offers. A quiet Leave the loyalty scheme link lets a member end their membership themselves (with a clear warning that their balance is cleared for good).
- My details — click Edit to update name, phone, birthday, allergies, dietary preferences, a short "about me" note, and children's details (highchair, children's menu). These details pre-fill their future bookings with you (customers can also add or change allergies and dietary needs on an individual booking — that note applies to just that visit).
- Email preferences — a master Marketing emails and texts switch (unticking it stops ALL marketing from your restaurant, including texts, and sticks until the customer deliberately opts back in) plus two fine-tuning tick-boxes: News and offers (newsletters and offers, after-visit and special-occasion messages — emails and the matching texts alike) and, when you run a loyalty scheme, Loyalty updates. Essential booking emails and texts always send.
- Privacy & data — a plain-English note on how their data is used, your venue's privacy policy, and Delete my data: a self-service erasure request. The customer re-verifies with a fresh emailed code before anything happens; their profile is erased and their bookings anonymised.
- Help — a short built-in FAQ plus your phone number and website.
- Sign Out — on the Overview (and the rail on larger screens); ends the session, including the 30-day remembered session on that device.
Customers only ever see their own details for your restaurant — the portal is per-venue and never shows other customers' information.
Related: How do I share my online booking page? · When do customers get their deposit back? · What does the ticket buyer see? · How do I handle a customer's data request?