Customer Portal

The customer portal gives your clients a branded self-service page to view tickets, submit new requests, upload files, and communicate with your team, without needing a Servelo account.

How customers access the portal

Customers sign in using a magic link sent to their email. There are no passwords.

1. Customer visits your portal URL and enters their email address
2. Servelo sends a magic link valid for 7 days
3. Customer clicks the link and is authenticated instantly
4. They see all tickets associated with their email address

Portal URL

By default your portal is at:

https://serveloapp.com/portal/{slug}

You can also set a custom domain (e.g. support.yourdomain.com) in Settings under Portal > Custom Domain. Once set, customers can access the portal at that address directly.

What customers can do

Action	Notes
View their tickets	Status, priority, scheduled date, charge
Submit new tickets	Can be disabled per tenant in Settings
Reply on tickets	Replies are visible to your team in the ticket
Upload photos/files	Up to 10 files per upload, 10MB each
View and accept quotes	Quotes can require a signature
Close a ticket	Requires a closing message
Update their profile	Name, phone, profile photo

Branding

The portal displays your organization name, logo, and accent color. Configure these in Settings > Organization. Customers never see the Servelo brand.

Notifications

When a customer submits a ticket or adds a reply via the portal, your admin is notified by email. The notification includes the full message and a Reply-To address so you can respond directly from your inbox. See Email Integration for details.

Custom domain setup

1. In Settings, go to Portal and enter your custom domain (e.g. support.yourdomain.com)
2. Add a DNS CNAME record: support.yourdomain.com → serveloapp.com
3. Contact your Servelo administrator to issue an SSL certificate for the domain
4. Once the cert is issued, the portal is accessible at your custom domain