Customer Portal & Online Booking

SepticMind includes a customer-facing portal where your clients can look up their account and request service appointments online.


Customer Portal features:

  • Account lookup by email or phone number
  • View system details (tank size, household, last service date)
  • See AI-predicted next service date
  • Request service appointments online
  • View service history

    • How customers use the portal:

  • Visit your portal page (yourdomain.com/portal)
  • Enter their email or phone to look up their account
  • View their system status and prediction
  • Click "Book Service" to request an appointment
  • Fill in preferred date, time window, and service type
  • Receive a confirmation email with reference number

    • What happens when a booking comes in:

  • The customer gets an instant confirmation email with their reference number
  • Your team gets a notification email with all booking details
  • You can view and manage bookings from the dashboard
  • Confirm or reschedule directly with the customer

    • Setting up the portal:

    The portal is automatically available at /portal on your SepticMind domain. Share this link on your website, Google Business profile, and marketing materials.


    Best practices:

  • Add the portal link to your email signatures and invoices
  • Include it on your Google Business "Book Online" button
  • Mention it in post-service follow-up emails
  • The portal works on mobile, so customers can book from anywhere

    • Related Articles

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