Client Portal on Salesforce
Give clients one place to access account information, invoices, payments, documents, requests, and selected service updates while your team manages the work in Salesforce.
Give clients visibility without creating a separate operating system.
Booking Ninjas can give clients controlled access to selected account information, billing records, documents, requests, payment workflows, and service updates through a Salesforce-connected portal.
Client activity can stay connected to the same operational records and workflows your team manages internally.
Centralize Client Account Information
Expose the records clients need without opening access to internal operations.
Account Overview
Show selected account, service, booking, or engagement information.
Invoices & Billing
Make configured invoices, balances, and payment information available to clients.
Documents
Share selected contracts, agreements, confirmations, forms, and service documents.
Account History
Expose selected historical records when they belong in the client experience.
Connect Client Requests to Service Workflows
Turn client submissions into structured follow-up for your team.
Submit Requests
Let clients submit configured service, support, or operational requests through the portal.
Route the Request
Assign selected requests to the appropriate person, team, role, or queue.
Show Status
Expose approved progress or status information where it belongs in the client experience.
Keep History Connected
Keep available request activity and follow-up connected to the related client record.
Give Clients Better Billing Visibility
Make selected billing information easier to access without creating a separate billing ledger.
Invoices
Give clients access to configured invoices and billing records.
Payment Actions
Support online payment workflows when the required payment setup is configured.
Payment History
Surface available payment activity where it belongs in the client account.
Billing Follow-Up
Connect configured billing communication and follow-up to the underlying account workflow.
Control What Each Client Can Access
Configure the portal around the accounts, records, documents, and actions intended for external users.
- Configure external-user access for the client portal.
- Control which records, documents, fields, and actions are exposed.
- Show different information to different client types or account groups.
- Support multiple related accounts or entities where the data model requires it.
- Keep relevant portal submissions connected to the client record.
- Use Salesforce permissions and implementation rules to govern access.
Keep Client Self-Service Connected to Operations
Client-facing activity can feed the same Salesforce records and workflows your staff use.
Client Records
Keep portal activity connected to the relevant Salesforce account and contact records.
Service Workflows
Turn external requests into structured operational work for your team.
Billing Records
Expose selected billing information from the underlying Booking Ninjas workflow.
Reporting
Use available client and portal activity in configured Salesforce reports and dashboards.
Optional AI-Assisted Client Analysis
AI can support suitable administrative and analytical use cases when the data, governance, and workflow support it.
Account Summaries
Generate internal summaries from suitable client, request, and activity records.
Request Patterns
Review historical service activity for repeated request or follow-up patterns.
Communication Review
Use available interaction history to support human review of client communication.
Follow-Up Assistance
Use available operational context to help staff identify records that may need attention.
Where Client Portals Can Fit
Useful where clients need repeat access to billing, documents, requests, bookings, or account information.
Client Portal Is the Access Layer — The Underlying Modules Power the Work
The Client Portal exposes selected Booking Ninjas records and actions to external users. Billing, bookings, requests, payments, communications, and other workflows depend on the Booking Ninjas modules and integrations used in your implementation. Specialist CRM, accounting, legal, document-management, or industry-specific systems can remain in place where required.
Available on Salesforce AppExchange
Booking Ninjas is available on Salesforce AppExchange.
Client Portal Pricing
Add a Portal when client self-service is part of your operating model.
Client Portal
$100/month per portalUse one Portal configuration for the client-facing experience.
- External client self-service
- Configurable account dashboard
- Role-based portal access
- Selected billing and payment information
- Requests and documents
- Connected Salesforce records and workflows
Booking Ninjas Core
Starts from $400/monthFor 1–50 Active Bookable Units when the client experience also uses the Booking Engine and Reservation System.
- Booking Engine and Reservation System
- Availability Management and Rate Controller
- Group Booking
- Billing and Invoicing
- Request and Contact Management
- Property Management and Front Desk
- Standard reports and dashboards
- Basic transactional communication
Email & Manual Service vs Connected Client Self-Service
Keep client-facing activity closer to the operational records your staff already manage.
| Capability | Email / Separate Tools | Booking Ninjas |
|---|---|---|
| Client self-service | Often depends on staff or another system | Available through the Portal add-on |
| Account information | May be shared manually | Can surface selected Salesforce-connected records |
| Service requests | Often handled through inboxes or forms | Can enter the configured operational workflow |
| Billing visibility | May require separate links or systems | Can surface configured Booking Ninjas billing records |
| Documents | Often shared through email or external storage | Can be exposed through permission-based portal access |
| Operational context | Client activity may stay separate from staff workflows | Can stay connected to Booking Ninjas and Salesforce records |
Frequently Asked Questions
Give Clients One Place to Stay Connected
Show us what clients need to access, what they should be able to submit, and how your team handles the follow-up today.