Fewer calls to the office
Customers find their schedule, balance and invoices themselves.
Back to the feature overview
07 / Customer view
A home for every customer's cleans, bills and messages.
Your customers sign in to see their next service, their bookings and invoices, pay what is due, message your office, update property and access details, and report a concern after a visit.
Real screens from the Cycle Leads app, shown with a demo business.
How it works
Client Portal, step by step.
Select a step to see that part of the app.
Built for cleaning businesses
Give customers answers before they call.
Most office calls are simple questions: when is my next clean, what do I owe, can I move it? The Client Portal answers them for you. Customers sign in to see their next service, their bookings with the assigned cleaner, their balance and every invoice, with a Pay button on anything open.
They can reschedule or cancel within the notice and fee rules you set, message your office, update property and access notes, see the before and after gallery, and report a concern through Claims & Incidents. It works on any phone.
Why cleaning businesses use it
What it does for your business.
Changes follow your policy
Reschedules and cancellations follow the notice and fee rules you set.
A place for concerns
Claims & Incidents gives customers a clear way to report an issue.
What's inside
Built into Client Portal.
- Dashboard with Next Service and Balance
- My Bookings with Reschedule
- Invoices & Payments
- Message Center
- Before & After Gallery
- Claims & Incidents
- Profile & Property with access notes
Screens
A closer look at the app.
Click a screen to enlarge it.
Works with
Connected tools.
Questions
Client Portal FAQ.
Can my cleaning customers reschedule online?
Yes. My Bookings has Reschedule, and changes follow the notice and fee rules you set.
Can customers pay their invoices in the portal?
Yes. Invoices & Payments shows the balance due with a Pay button for each open invoice.
Can customers update gate codes or access notes?
Yes. Profile & Property keeps their property details and access notes up to date.
Ready when you are
Try Client Portal free.
Every plan starts with a free trial. Set up your workspace, add your services and see your first leads come in. No card needed to start.