Customer Portal

FlyCRM Pro gives your customers a self-service portal. A customer signs in on your own site and sees their quotes and invoices, pays an invoice, updates their details, and changes their password. You stop emailing the same PDF twice and answering "what do I owe?" by hand.

How the portal works

The portal is a page you publish with a shortcode or a block. What a visitor sees depends on who they are:

• A visitor who is not signed in sees a log-in form.
• A signed-in WordPress user whose account is linked to a CRM contact sees their portal.
• A signed-in user with no linked contact sees a short notice to contact the site owner.

Each customer only ever sees their own records. The portal reads the contact linked to the signed-in account and shows that contact's documents.

Add the portal to a page

1. Create a new page, such as My Account or Client Portal.
2. Add the portal in one of two ways:
   • In the block editor, add the FlyCRM Customer Portal block.
   • In any editor, add the shortcode [flycrm_portal].
3. Publish the page.
4. Link to the page from your site menu.

Both the block and the shortcode render the same portal.

Give a customer access

A customer needs a WordPress account that is linked to their CRM contact. FlyCRM links them in three ways:

• Create an account from the contact. Open the contact in FlyCRM and create a portal account. FlyCRM makes a Subscriber user from the contact's email and links the two. The contact must have an email, and no WordPress account can already use that email.
• A matching sign-in. If someone signs in with a WordPress account whose email matches a contact that has no account yet, FlyCRM links them on the spot.
• A WooCommerce customer. When the WooCommerce integration turns an order into a contact, it links that customer's account to the contact.

Once linked, the customer signs in on the portal page and sees their records.

Note: New accounts are created with the Subscriber role. This role cannot reach the WordPress admin, so a customer only ever sees the portal page.

What the customer sees

The portal opens with a set of tabs down the side:

Tab	What it shows
Dashboard	A summary: how many quotes and invoices they have, and their outstanding balance
Quotes	Every quote you have sent them
Invoices	Every invoice you have sent them, with the balance due
Profile	Their name, phone, and mobile, which they can edit
Security	A form to change their password

Draft quotes and invoices never appear. A customer sees a document only after you send it.

Quotes and invoices

The Quotes and Invoices tabs list the documents in a table with the number, date, title, total, status, and — for invoices — the balance due. Each row has actions:

• View — open the full document.
• PDF — download a PDF copy.
• Pay Now — pay an open invoice online. A paid invoice shows a Paid badge instead.

Long lists page ten at a time.

Profile and security

• Profile — the customer edits their first name, last name, phone, and mobile. A save writes straight back to their contact in your CRM.
• Security — the customer sets a new password. They enter the current one, then the new one twice. The new password must be at least eight characters.