Watch: What your customers see in the SalesThumb customer portal (0:46)
Every customer of a SalesThumb-powered shop gets a self-serve portal at a magic-link URL (/portal/{token}) — there's no shared portal.salesthumb.com/{shop-slug} address; each customer's link is their own token. They access it via the link in any SMS or email you send them. Here's what they can do.
Access pattern
- SMS or email from your shop contains a portal link
- Tap the link → portal opens, no password needed (magic-link auth)
- The link stays valid for 30 days
- Customer can bookmark for quicker re-access within that window
What customers see
Their quotes
- All quotes from your shop, with status shown as-is (Sent, Viewed, Approved, Declined, Expired, Converted)
- Tapping a quote opens it to approve or decline, and pay a deposit if one's required — same as clicking a quote link from a text
- No inline comment/question thread in the portal — for questions, the quote page points them to contact your shop directly
Their appointments
- Upcoming and completed bookings with date and status
- A "Reschedule or cancel" link for upcoming appointments (subject to your shop's lead-time policy; already-completed jobs can't be canceled)
- No driving directions or day-of ETA in the portal today
Their job status
- For an active job: a progress card showing "in progress" or "ready," a percent-complete bar, and the stages completed so far
- A link to view the before/after photo gallery once the job is done
Their warranties
- All registered warranties, shown read-only: film/product description, status, certificate number, and registration date
- No download or "file a claim" button inside this portal — claims are filed from the separate public certificate page (linked from the warranty PDF's QR code), and warranty PDFs are sent by your staff via "Email certificate"
Their invoices
- Past invoices with number, date, total, and any balance owed
- No PDF download link and no itemized payment history inside the portal
- Invoices with a balance show a Pay button; tapping it opens that invoice's pay page (card payment)
Their vehicles
- Year/make/model and color/plate for vehicles on file (read-only list; VIN isn't shown here and there's no "add a vehicle" button in the portal)
Loyalty (if your shop uses it)
- A loyalty card showing progress toward their next reward
Rebook
- A "Book your next service" button that links to your public booking page with their name/phone/email/vehicle pre-filled — it doesn't recommend specific services based on their history
- Maintenance-plan changes (cancel, pause, upgrade) are handled by your shop staff, not self-serve in the portal today
What customers can NOT do
- Cannot see your shop's pricing for OTHER customers
- Cannot see your shop's internal notes about them
- Cannot see your shop's revenue / metrics
- Cannot see other customers' info
The portal is strictly their own data.
Branding the portal
Settings → Appearance. You can set your shop logo and a primary/accent color pair, which carry through to the customer portal's look. There's no separate welcome-message-text or footer-links field.
Custom domain
There's no portal-specific custom domain. The only custom-domain feature today is for your public booking page (Settings → Appearance → Custom domain, CNAME to {your-shop-slug}.salesthumb.io) — the token-based customer portal doesn't currently support a branded domain of its own.
Getting customers into the portal
There's no built-in automated nudge sequence to get customers to open their portal. In practice, link to it manually in existing messages — for example, in a post-completion SMS or in the warranty-certificate email — rather than relying on a dedicated drip campaign, since SalesThumb doesn't have one for this today.