# Customer sign-in

The portal is `/portal`. It is for customers, not staff. It only exists when the `customerPortal` switch is on.

![Customer portal home for Brightside Studio](./assets/portal-home.webp)

On a phone:

![Customer portal home on a phone](./assets/portal-home-mobile.webp)

## Invite someone

Admin → **Customers** → open the person → **Invite to sign in**. They get an email, set a password, and land in the portal.

![A customer record with Invite to sign in marked](./assets/admin-customer-invite.webp)

Orange numbers:

1. **Invite to sign in**

They can also sign in with a one-time code emailed to that address. Ask them to use `/sign-in`. Staff and customers share that page. After sign-in, customers go to `/portal`.

There is no public sign-up form. If someone is not a customer yet, add them first.

## What they see at home

The home page stacks a card from each tool that has something for them:

- Their plan, if memberships are on
- Their packs, if session packs are on
- Their sessions, if group sessions are on
- Open quotes
- Open invoices

They can open **Account** to change their password. On a phone, they may see **Install portal** or **How to install**. That adds a home-screen icon. It does not store private data on the phone.

## Booking, plans, and packs

- Book a session at `/portal/sessions` when group session booking is on
- Join or manage a plan at `/portal/memberships`
- Buy a pack at `/portal/session-packs`

![Customer portal plan page](./assets/portal-memberships.webp)

Link those pages from your public site if you want a “join” or “book” button. The person still has to be signed in.

## New request

If you turned on a request form for the portal, they see a **New request** (or the label you chose). On the demo that form still creates a [lead](./leads.md).

## What they cannot do

They cannot see other customers. They cannot open admin. They cannot cancel a plan online if you turned that off in [Memberships](./memberships.md).