Customer portal

Let customers serve themselves, day or night

Give every customer a branded portal with no password to forget. They pay invoices, sign contracts, upload documents, book times, join waitlists and buy passes. Your office stops fielding “can you resend that?” calls.

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Passwordless sign-inYour brand, your colorsEmbeds in your website

A customer invoice on a tablet marked paid, with a badge reading Customers pay invoices online

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Buy Suprata Suite tonight and be set up in minutes. Then shape it as far as your business logic, intelligence and workflows need.

What customers can do

Everything they used to call you for

Customers only see the sections that apply to them, and only what you have finalized. They never touch your staff system.

No passwords

Customers enter their email and get a one-time 6-digit code and a matching sign-in link. Both expire in 15 minutes and work once.

The Customer Portal — Letting Customers Self-Serve

Pay and autopay

Pay finalized invoices, keep a card on file, see receipts and choose which saved card an automatic charge uses.

The Customer Portal — Letting Customers Self-Serve Saved payment methods — when to use them (and when not)

Sign contracts

Work authorizations, service agreements and reservation agreements wait for signature. Signed copies stay read-only.

The Customer Portal — Letting Customers Self-Serve

Upload documents

Insurance, registrations and waivers go straight into your approval queue, with their status shown to the customer.

Requesting documents from customers Required Documents per Asset Type

Book and buy tickets

Reserve a dock, court or pavilion by the hour, and buy seats on tours, classes and trips with a QR ticket.

Booking Shared Resources by Time Slot Selling Seats on Scheduled Sessions

Waitlists

Join the waitlists you open to the portal, and see a live position on the ones they are already on.

Setting up the public waitlist Managing waitlist entries

Passes and permits

Buy day passes, launch permits and seasonal stickers online, with a scannable QR proof.

Passes & Permits — Selling and Issuing Access

Support, notices and surveys

Open a support ticket and follow it, read the notices you send, and answer the surveys you publish.

Running a Help Desk with Tickets The Customer Portal — Letting Customers Self-Serve

Included with Pro Suite. Turn the portal on, choose which sections customers see, and share the link. Compare plans on the pricing page.

One record, three doors

The portal shows the same truth your staff see

The portal is a separate front door to the same record. When a customer pays, the invoice, their balance and your dashboards change at once. When they upload a document, it lands in your approval queue.

Staff work in the Suprata app on a desk, phone or tablet.
Customers work in the portal, on their own records only.
Your other systems use the API, webhooks and the event feed.

Help articles:How customers pay, log in, and get help themselves

Branded and embeddable

It looks like your business, and lives on your website

Set the display name, accent color, welcome text and intro text. Your logo comes from your company settings. Then put it wherever customers already are.

A hosted link for email signatures, receipts and “Pay my bill” buttons.
A paste-in sign-in box for any page of your existing website: one small snippet.
Waitlist forms and the booking widget embed on your website too.
One email, many accounts? Property managers and owners get an account picker and switch without signing in again.

Help articles:Branding your customer portal The Customer Portal — Letting Customers Self-Serve Embedding the waitlist on your website Taking Online Bookings

A branded customer portal home page with a notice to acknowledge, active permits and a balance with autopay — A customer portal home with notices, permits and autopay, in Suprata Parking, a solution built on the same platform.

No account needed to pay

Every invoice email carries a pay link

Customers do not have to sign up for anything to pay you. The invoice email includes a public payment link that works without logging in. The portal is there for customers who want more.

Cards and bank payments through your connected processor.
Saved cards make autopay and one-click checkout possible.
The card number is never stored on Suprata’s side. Your processor holds it.

Help articles:Can customers pay online without creating an account?Sending an invoice to a customer Saved payment methods — when to use them (and when not)

A Suprata invoice with a payment panel for card details, a payment plan option and save-card checkbox

Inside the portal

Sections customers see

Each section appears only when it applies. A service customer with no reservations never sees a reservations tab.

Section	What the customer can do
Home	Anything that needs attention, starting with missing or expired documents.
Invoices and receipts	Receipts for everything paid, and a way to pay invoices you have finalized.
Payment methods and AutoPay	Cards on file, and which one pays each automatic charge.
Contracts	Contracts waiting for a signature, plus every signed copy.
Documents	The documents their boats, RVs or other assets require: upload, approval status and past versions.
My reservations	The current stay, everything booked and every past stay.
Waitlist	Lists they are on, with live position, and lists they can join.
Support	Their tickets, with status and the full conversation.
History	Past jobs and contracts.

Built on the same platform

Portals shaped for the people you serve

Suprata solutions use the same portal foundation, shaped for permit holders, members, residents and volunteers. Yours can be shaped the same way.

**Digital permit**A parking permit with a live QR code, in Suprata Parking.

**Member pass**A family membership pass, in Suprata Recreation.

**Public portal**Meetings and agendas for residents, in Suprata Agenda.

**Self-service home**Shifts, hours and opportunities, in Suprata Volunteer.

How custom portals are built

From the help center

Read exactly how it works

Every capability on this page is documented in the Suprata help center. Start with these articles.

Accounts & Contacts The Customer Portal — Letting Customers Self-Serve Give customers a passwordless, branded portal to view receipts, pay invoices, keep a card on file, manage their boats, upload required documents, and... Read the article Settings & Configuration Branding your customer portal Logo, colors, footer text, display name — where customers see your brand and how to make Suprata feel like your business, not a generic platform. Read the article Integrations How customers pay, log in, and get help themselves Suprata gives your customers four ways to take care of themselves: a public payment link, a logged-in customer portal, a help site with tickets, and... Read the article FAQ Can customers pay online without creating an account? Yes. When you send an invoice email, it includes a public payment link the customer can use without logging in or creating a portal account. Read the article Documents Requesting documents from customers A new reservation usually needs paperwork before it's really a reservation — insurance, registration, a signed waiver. This is how you ask for all of... Read the article Reservations Passes & Permits — Selling and Issuing Access Sell or issue day passes, launch permits, seasonal stickers, and vendor permits — with quotas, approval, custom fields, online sale, and a scannable... Read the article

More of the platform

Keep exploring the platform

Payments Estimates to invoices to autopay, synced to your books.

Mobile The field on a phone or tablet, plus your own branded app.

Integrations A REST API, webhooks, an event feed and accounting sync.

Ready when you are

Give customers a front door that never closes.

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Start with Suprata Suite on your own tonight, or let our team shape it around the way you work.

Start tonight Book a demo

Or call 888-494-4335 hello@suprata.com