Self-Service Portal on Salesforce
Give customers, guests, members, students, tenants, and other external users one place to access the Booking Ninjas information and actions you choose to expose.
Give external users self-service without creating a separate staff system.
Booking Ninjas Self-Service Portal is an external access layer for the records and workflows you choose to expose. It can support profile information, bookings, requests, documents, invoices, balances, memberships, classes, events, and other configured experiences.
What users can see or do depends on the Booking Ninjas modules, Salesforce records, external-user setup, permissions, integrations, and implementation behind the portal.
Watch the Self-Service Portal in Action
Show the external-user experience and how portal activity connects back to Booking Ninjas workflows.
Account & Profile
Show account details, documents, balances, bookings, requests, and other configured actions.
Bookings & Billing
Show a configured booking, invoice, balance, payment, or request workflow.
Staff Handoff
Show how portal activity connects to the records and workflows staff manage internally.
Give External Users the Right Self-Service Access
Expose only the records and actions needed for the external-user experience.
Profile & Account
Let users view or update the account information allowed by the portal configuration.
Bookings & Reservations
Expose configured booking or reservation information when Booking Ninjas Core is part of the setup.
Invoices & Payments
Show selected invoices, balances, payment history, or payment actions where the required billing setup exists.
Requests
Let users submit supported requests and view relevant workflow information where configured.
Documents & Resources
Make selected agreements, confirmations, policies, forms, and other resources available.
Membership & Participation
Expose suitable membership, class, or event information when the required Booking Ninjas modules are configured.
Connect Self-Service to the Work Behind It
The portal provides external access. Other Booking Ninjas modules power the underlying workflow.
Core
Use Core when users need booking, reservation, availability, billing, invoicing, request, or related operational workflows.
Membership
Use Membership when the portal needs member records, plans, renewals, benefits, or Stored Value.
Class App
Use Class App when external users need configured class enrollment or participation workflows.
Event Management
Use Event Management when the portal needs event information or participation workflows.
Keep Self-Service and Communication in the Right Layers
The portal is where users view information and take action. Communication Hub adds broader outbound communication.
In-Portal Information
Show selected notices, documents, status information, or next actions inside the portal.
Transactional Communication
Use basic transactional communication for supported Booking Ninjas workflows where applicable.
Communication Hub
Add broader email, SMS, and WhatsApp communication when the external-user workflow needs it.
Control What External Users Can Access
Portal access depends on the Salesforce security model, external-user setup, and records intended for self-service.
- Configure authentication for the external-user experience.
- Use permissions and sharing rules around suitable portal records.
- Limit users to the accounts, bookings, documents, or workflows intended for them.
- Use different access rules for different external-user groups where required.
- Keep available portal activity connected to staff workflows where configured.
- Account for Salesforce external-user licensing where required.
The Portal Is the Access Layer. Other Modules Power the Work.
Self-Service Portal provides external access to selected Booking Ninjas and Salesforce records. It does not automatically include every booking, membership, class, event, communication, payment, or custom workflow. Those capabilities depend on the modules, integrations, permissions, and implementation behind the portal. Specialist customer-service or portal platforms can remain in place where broader functionality is required.
Available on Salesforce AppExchange
Booking Ninjas is available on Salesforce AppExchange.
Self-Service Portal Pricing
Portal is a separate recurring extension. Add only the Booking Ninjas modules required by the self-service experience.
Self-Service Portal
$100/monthper portal
- External self-service experience
- Configured portal dashboard
- Permission-based record access
- Selected documents and requests
- Connected Salesforce workflows
- Portal configuration scoped separately
Booking Ninjas Core
for 1–50 Active Bookable Units
- Booking Engine and Reservation System
- Availability Management and Rate Controller
- Billing and Invoicing
- Request and Contact Management
- Standard reports and dashboards
- Basic transactional communication
Communication Hub
$100/monthper organization
- Up to 5,000 emails
- Up to 500 SMS messages
- Up to 500 WhatsApp messages
- Configured communication workflows
- Customer and operational context
Manual Service vs a Connected Self-Service Portal
Compare different ways of giving external users access to operational information and actions.
| Capability | Email / Manual Service | Connected Operational Setup |
|---|---|---|
| External self-service | Users depend on staff for many requests and updates | Selected records and actions can be exposed through the portal |
| Bookings & requests | Often handled through email, forms, or separate links | Can connect to Booking Ninjas workflows when the required modules are used |
| Billing | Invoices and balances may be shared manually | Selected billing information can be exposed where the required setup exists |
| Permissions | Access may depend on how staff share files and information | Relevant portal access can use configured Salesforce permissions |
| Operational context | External requests may remain separate from staff records | Portal activity can connect to the Salesforce records used internally |
| Broader communication | Usually handled in email or messaging tools | Communication Hub can be added when outbound messaging is required |
Frequently Asked Questions
Give External Users One Place to Access What They Need
Show us which users need portal access, what records they should see, and which actions they should be able to complete.