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Customer Portal - What does my client see?

Learn how to share and navigate the Customer Portal so your clients can manage listings, place orders, and more.

Daniel Mudge avatar
Written by Daniel Mudge
Updated over a week ago

Overview

The Customer Portal in Aryeo is a centralized space for your clients to view their past listings, place new orders, customize marketing materials & property websites, and manage appointments. This article will guide you through the features that clients will be able to view inside your customer portal


How to Share the Customer Portal with Clients

To provide clients access to your Customer Portal:

  1. Go to the Customer Portal section in your Aryeo account.

  2. Copy your Customer Portal link.

  3. Share this link with both new and existing clients via email, your website, or any other communications.


Customer Portal Dashboard View

Once logged in, your clients will land on a dashboard that looks similar to your Photographer Account view, but with limited menu options. From here, they can:

  • View all of their delivered listings

  • Access order history and appointments

  • See any leads collected from property websites

  • Customize marketing materials

  • Customize property websites

  • Download listing media


Customer Portal Menu Sections

Here’s a breakdown of what clients can do inside each menu section:

Listings

  • View all past listings shared with their account or group

  • Listings are displayed as property cards, with the most recent at the top

  • Click on a card to view media, details, or download assets

Orders

  • View their complete order history

  • Click any order to:

    • View order details

    • Make a payment or download invoices

    • Review or update appointment information

Place New Order

  • Customers can place new orders by:

    • Clicking the Place Order button in the left menu or dashboard

  • This opens your Order Landing Page in a new tab, where they can choose an order form and proceed

Client Rescheduling (If Enabled)

  • If allowed in your Aryeo account settings:

    • Clients can click the Reschedule button

    • The Reschedule button takes them to a calendar page where they can choose a new time


FAQ

Q: Do clients need to login to access the Customer Portal?

A: Yes, clients can easily log in to your Customer Portal using the link that they will receive with each delivery notification email. We also recommend adding or embedding the link on your website.

Q: Can clients see all listings shared with their team?

A: No, only if they are an Admin on their Customer Team. By default, clients who are not admins can only see listings they are the listing agent for.


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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