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 download or 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 come with every plan, and with the Gift cards, Loyalty, Tickets (the paid tier) and Order & Pay products. 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; a venue whose only products are Tickets Free, Your website or Your domain doesn't offer the portal.

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.
• A "Sign in to your account" card asks for the email they book with — or any email, if they're new; they click Send code. Beside it (under it on a phone) an "In your account" card lists what the account holds at your venue — only what you offer: bookings, tickets, orders, a loyalty card, gift cards, and always their details, preferences and data. If they arrived through the sign-in link in the code email, the page asks them to confirm their email instead ("Confirm your email to finish signing in") and the button reads Sign in — no code needed.
• The page says "Check your email" — "We've sent a 6-digit code to …" — and they enter the code from the email in the one code box (a phone can fill it straight from the email) and press Sign in — nothing happens until they do. A code goes to every email, whether or not the customer has booked with you before, and the page and the email read exactly the same either way, so nobody can find out who has been to your venue. A New here? line says the code still works for them: a first-timer's code opens an empty account ("No bookings here yet", with buttons for what you offer — booking a table, your events, your loyalty scheme, gift cards). Nothing is saved about them until they book, join, buy or save their details. To stop misuse, a quick security check runs as they press Send code, and an email can be sent a few codes at most — 3 an hour and 5 a day at your venue, 10 a day across every ResoFlow venue — with up to 20 a day from one device; after that the page asks them to try again later. The code email tells anyone who didn't ask for it to ignore it.
• Keep me signed in on this device for 30 days sits under the email box and stays there while they type the code. It starts ticked, with a reminder to untick it on a shared device — on their own phone they leave it ticked to stay signed in; unticked (the right choice on a shared device), 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 page — so customers always know whose account they're in. Signed-in customers see a card with their initials and name, "Customer since …", their next visit, their bookings count and — for members — their loyalty balance, with a main button that follows the venue: Book a table where it takes online bookings, otherwise Your loyalty card, Buy a gift card or Order. Under it sit up to five tabs: Bookings (their bookings, tickets and orders — shown only where the venue takes bookings, sells tickets or takes orders, and named Orders when orders are all it holds — each upcoming ticket carries Add to Apple Wallet / Add to Google Wallet, matched to their device, and so does each upcoming booking if you've switched on Wallet passes for bookings — see Which confirmations and reminders do customers get?), Loyalty, Gift cards, Preferences (their details and email and text preferences) and Your data (privacy and help); an "At a glance" panel sits beside them on a computer and under the card on a phone. Tabs and sections only appear where they apply — Loyalty only when you run a scheme, Gift cards only when you sell them, and at a venue without Order & Pay the Orders row shows only to customers who ordered there before — and the page opens on the first tab with something in it — and links in older emails still open the right tab. The venue's Find us block — opening hours for the week ahead, a tappable address (opens Google Maps for directions) with a Show map button beneath it for a map of the venue's location, a tap-to-call phone number, website and social links, the same block the venue page shows — sits in the Help section.

The Bookings tab opens with Your next booking — the date, "Table for 6 · 19:30" (and "Waiting for {venue} to confirm" while a booking waits for you) and a Manage button that goes straight to that booking. A waitlist place is never shown there as a booking.

• Bookings & tickets — upcoming bookings (the next one in its own card at the top of the tab with a Manage button, any later ones listed under it each with a Manage booking button — all subject to your cancellation deadline and deposit policy; bookings with extras list them too), event tickets with their redemption status (upcoming first, the next on top; past tickets behind a Show past button — five at first, then three more at a time), and past bookings with a Load 50 more button — each past booking (not an event ticket) has a Book the same again link that opens your booking page with the same party size already chosen. Booking cards show the customer's own payment facts — "£20.00 deposit paid" or "Paid in full — £80.00" (and when they also paid a payment link you sent, each payment by itself: "Deposit £20.00 · Prosecco on arrival £15.00 — £35.00 paid"), 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 venues that take orders with Order & Pay: every past table order itemised, with what they paid and anything refunded. If a venue stops taking orders online, customers who ordered there before keep their past orders here to read, under a line saying the venue no longer takes orders online — nothing new can be ordered from them. Saved delivery addresses (under My details) likewise appear only where the venue delivers.

Loyalty, details, preferences and privacy in My account

The rest of My account, beside the bookings:

• Loyalty & offers — if the venue runs a loyalty scheme, customers can join it here in one tap and members see their card — styled like their wallet pass, following the venue'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, Your allergies, Your dietary needs, a short "about me" note, and children's details (highchair, children's menu). Their own allergies and dietary needs saved here show to your team on every booking they make with you. They don't fill in the booking page's Any allergies in your party? box — a party's allergy is often a friend's and stays on that booking only. When they're signed in and book again, the booking page asks about it — "Your saved allergy: Sesame. Is it for this booking?" — and they must answer Yes or No before they can go on (nothing is chosen for them). Yes adds it to that booking, so your kitchen and team see it there; No leaves it off. The same question appears on a party pre-order link they join signed in, and at an Order & Pay checkout ("Is it for this order?"). Remove it from your profile under the question takes it off their profile, and ticking This is my own allergy — remember it on a booking adds it here.
• Email and text preferences — a master Marketing emails and texts switch (unticking it stops ALL marketing from your venue, including texts, and sticks until the customer deliberately opts back in), then one tick for each kind of message: Offers and news, Birthday treats, After your visit, Come-back reminders and Marketing texts (untick it for email only) — plus, when you run a loyalty scheme, Loyalty round-ups and Loyalty card messages. They're the same rows as on the preferences page your emails link to. Essential booking emails and texts always send.
• Privacy & data — Download my data and Delete my data first, then one line saying what your venue uses their details for (their bookings, orders and loyalty card where you have them, and their account) and that you send them offers unless they say no, then your venue's privacy policy. Download my data saves a file of everything your venue holds about them — the same download the manage-booking page offers. Delete my data is a self-service erasure request: when they still have bookings coming up, it first suggests cancelling them so you're not left with a table and no name; their profile is erased and their bookings anonymised. Both ask for a code emailed to them before anything happens (if they already have a code from the last few minutes, the page asks for that one rather than sending another), and nothing is downloaded or deleted until they press the button under the code — Download my data, or the red Permanently delete my data.
• Help — a short built-in FAQ (changing or cancelling a booking, why a booking might not show, a code that didn't arrive, and — when you run a scheme — loyalty), your phone number and website, and your Find us block.
• Sign out — in the "At a glance" panel ("Signed in as … on this device"); ends the session, including the 30-day remembered session on that device. While the page stays open on screen, the sign-in renews itself quietly, so a customer reading their account isn't signed out mid-visit (never beyond 12 hours from signing in; leaving the page idle still signs them out as before).

Customers only ever see their own details for your venue — the portal is per-venue and never shows other customers' information.

Messages in My account

On Pro and Complete, the Bookings tab also shows their messages with you, under their bookings: one conversation for each booking (and "General message" for anything they sent from your venue page), newest first, with a dot on the ones they haven't read. They open one to read it and reply, and — while your messages box is on — they can start a new one from there too. See How do guests message us, and how do we reply?.

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?