The customer portal gives your customers a self-serve hub to manage their account - eliminating the majority of reasons they would need to contact your office.
How to Access Customer Portal Settings
Navigate to Settings --> Customer Portal.
Set Up Your Subdomain
Your subdomain is your unique customer portal link. The format is always:
subdomain.poolbrain.com
To set up your subdomain, enter your desired subdomain name in the subdomain field and click "Save."
⚠️ Your subdomain cannot be changed once saved - choose carefully. Subdomains must be all lowercase with no spaces or special characters.
Once set up, share your portal link with customers on your website, in emails, or anywhere else. Customers register on their own using the billing contact email on file in Pool Brain - no invite needed.
Default Permission Settings
Default permissions control what all newly created customers can see and do in the portal. These are configured in Settings --> Customer Portal and apply to all new customers automatically. Individual customer permissions can be customized directly on the customer profile at any time.
🔗 See Customer Portal Permission Settings for a full breakdown of available permissions and what each one controls.
