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VelvetGiraffe

Work smarter

Give customers somewhere to log in.

A portal turns a website into a service. Customers manage their own bookings, records and documents; you stop answering the same questions by email.

Self-service experiences that reduce admin and increase retention.

What this involves

Accounts

Secure sign-in with the right access for the right people.

Records

Customer, pet, property, project or case records structured properly.

Bookings

Self-service scheduling, rescheduling and reminders.

Documents

Proposals, invoices and files where customers can find them.

Payments

Pay, deposit and subscribe within the portal.

Dashboards

Status and progress presented clearly.

Typical deliverables

What you actually get.

Scope is confirmed after a conversation — this is the shape of the work.

  • 01Data model design
  • 02Authentication and permissions
  • 03Portal design and build
  • 04Booking and payment flows
  • 05Admin views
  • 06Documentation and training

FAQ

Customer Portals — common questions

The bigger picture

See the bigger picture?

Your website could be doing considerably more for your business. Let’s find out what better looks like.