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Customer Portal Overview (For Agents)

Learn about your Customers Portal and all the powerful tools!

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Written by Bambi Tominaga
Updated this week

Overview

This article provides a full overview of the Customer Portal for agents. You'll learn how to access your listings, manage orders and appointments, place new orders, add payment methods, and update your social media links — all in one convenient dashboard. You can watch our video walkthrough below:


What is the Customer Portal?

The Customer Portal is a powerful, easy-to-use interface for agents to manage everything related to their listing media and photography services. Through the portal, agents can:

  • View and download listing media

  • Place and manage new orders

  • Track appointment and order history

  • Access marketing tools

  • View leads and client interactions

  • Manage payment methods and social links


Listings Section

Click on the Listings page, located in the left hand-side menu. On the Listings page you can:

  • View past listings and download the media.

  • Create marketing flyers, postcards, and social media graphics.

  • Customize the property website for the listing.


Orders Section

Click on the Orders page, located in the left hand-side menu. On the Orders page you can review your full order history with your photographer.

Click on any order to:​

  • View order details

  • Complete payments

  • Download invoices

  • View or update appointment details​


Place a New Order

  1. Click the Place Order button, located in the top left corner of the page.

  2. Fill out the order form to select services and schedule your appointment.

  3. Submit your order. No need to leave the customer portal or make a phone call!
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Manage Orders & Appointments

If an order includes an appointment:

  1. Click on the order from the Orders page.

  2. Scroll down to view:
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    • Order items

    • Appointment start time
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    • Appointment duration​


Reschedule an Appointment (If available)

You can reschedule or cancel an appointment:

  1. Open the order with the appointment.​

  2. Click the Reschedule button.​

  3. You'll be redirected to the scheduling page.​

  4. Choose your new date and time.​


Payment Cards

To save your credit card for easier future payments:

  1. Click on Payment Cards in the left-hand menu.

  2. Add your card details securely.


Social Profile Links

Want your social links to appear on your property websites and marketing materials?

  1. Go to Social Profile Links from the left-hand menu.

  2. Add your Facebook, Instagram, LinkedIn, or any other relevant links.


FAQ

Q: Can I download listing photos directly from the Customer Portal?

A: Yes! Just click into a listing under the Listings tab and download the media files from there.

Q: How do I update or cancel an upcoming appointment?

A: Open the order, scroll to the appointment section, and click Reschedule to make changes or cancel.

Q: Where can I find invoices for past orders?

A: In the Orders section, click into any order to view and download the invoice.


If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!

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