Customer-friendly access
Customers can see useful account context without calling the front desk.
Customer portal
Customer Self-Service Portal
Give customers an app-style place to update profiles, view bills, reorder, use vouchers, track rewards and see packages or memberships.
Outcomes
What this module improves.
Designed for practical Indian service-business workflows, not bloated enterprise setup.
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.
How it works
A simple workflow your team can follow.
Each module is built to fit naturally into daily service, billing, customer and owner workflows.
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.
Use cases
Where businesses use it.
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.
Product view
A focused module inside the full Business OS.
The screenshot is a representative Yepsta product or workflow visual using existing approved site assets.
Related features
Works better with connected modules.
Loyalty
Support repeat visits with loyalty points, redemption-ready design and customer retention workflows connected to billing and CRM.
Wallet
Track wallet balance, store credit, voucher redemption, partial payments and loyalty connections against each customer profile.
Retention
Sell prepaid sessions, memberships, discounts and repeat-customer offers with usage tracking connected to CRM, billing and wallet flows.
Premium website
Give your business a polished public profile with services, products, gallery, working hours, booking links, review pages and storefront access.
FAQ
Questions, answered clearly.
Is the customer portal included in every Yepsta plan? +
Yes. Yepsta plans do not restrict modules by plan. This workflow is part of the complete Yepsta Business OS; plans differ by location capacity.
How does this help a service business day to day? +
It keeps the related customer, staff, billing and owner context in one place so teams can reduce manual registers, repeated data entry and scattered follow-up.
Can a small team use it without heavy setup? +
Yes. The workflows are designed for Indian SMB service teams that need practical daily control, not a long enterprise implementation project.
Does it work with other Yepsta modules? +
Yes. Yepsta shares context across website, storefront, appointments, CRM, billing, inventory, reviews, reports and staff workflows so the module does not sit separately.
Next step