Customer Portal on Salesforce
Provide customers with a single place to access bookings, invoices, payments, documents, requests, account information, and other self-service workflows you choose to provide.
Add a Customer-Facing Layer to Booking Ninjas
Customer Portal is a paid Portal extension. The bookings, billing, requests, memberships, or other workflows behind it come from the Booking Ninjas modules you use.
+£100 / Portal / Month
Add one customer-facing Portal configuration to your Booking Ninjas setup.
Connected Self-Service
Expose selected Booking Ninjas records and actions without creating a separate operating system.
Configurable Access
Control what external users can see and do based on the portal implementation.
See the Customer Portal in Action
Show customers what they can access and how their activity connects back to your team.
Account & Self-Service
Show profile information, bookings, account details, documents, and available customer actions.
Billing & Requests
Show invoices, balances, payment actions, and customer requests entering your Booking Ninjas workflow.
Staff Handoff
Show how portal activity connects to Salesforce records, requests, and staff workflows.
Expose the Right Workflows to Customers
Surface the records and actions customers need based on your Booking Ninjas setup.
Account & Profile
Let customers access permitted profile and account information.
Bookings & Reservations
Expose selected reservation details and customer booking actions where your configured workflow supports them.
Invoices & Payments
Surface invoices, balances, payment history, or payment actions where the required billing and payment setup is configured.
Requests & Documents
Let customers submit supported requests and access selected documents or records through the portal.
Show Each User the Right Portal Experience
Configure the experience around customer type, account, membership, property, programme, location, or other operational criteria.
Dashboard
Shape the landing experience around the information and actions relevant to that user.
Permissions
Control access to records, documents, balances, and actions.
Status-Based Views
Change what users see as booking, account, membership, or service status changes.
Multi-Entity Access
Support multiple locations, properties, programmes, or accounts where required.
Control What External Users Can Access
Portal access is configured around your Salesforce setup and the records intended for external self-service.
- Configure the external-user login experience appropriate to the portal.
- Control access to records, fields, documents, and actions.
- Expose only the information intended for the external customer experience.
- Keep relevant portal submissions and record changes visible to staff.
- Apply different portal experiences to different user groups where required.
- Consider Salesforce external-user licensing separately when the setup requires it.
Keep Self-Service Connected to Operations
Customer actions can connect to the same Booking Ninjas records and workflows your staff already use.
Customer Records
Keep portal activity connected to the relevant Salesforce customer record.
Requests
Turn customer submissions into structured operational work for staff.
Billing
Surface billing information without creating a separate financial record inside the portal.
Reporting
Use available portal activity with Salesforce reports and dashboards.
The Portal Is the Access Layer
The Booking Ninjas modules behind the portal provide the operational workflows customers interact with.
- Customer Portal — Portal Extension
- Bookings, Reservations, Availability, Billing & Invoicing — Core
- Member Records, Benefits & Stored Value — Membership
- Classes, Enrollment & Attendance — Class App
- Event Workflows & BEO — Event Management
- Email, SMS & WhatsApp — Communication Hub
- Client-Specific Portal Logic or New Integrations — Scoped Separately
Where Customer Portals Fit
Useful where external users need ongoing access to bookings, billing, requests, documents, or account information.
Available on Salesforce AppExchange
Booking Ninjas is publicly listed on Salesforce AppExchange.
Customer Portal Pricing
Add a Portal when customer self-service is part of your operating model.
Customer Portal
+£100/month per portalAdd one customer-facing Portal configuration to your Booking Ninjas setup.
- External customer self-service
- Configurable portal dashboard
- Role-based access
- Selected bookings and account information
- Selected invoices and payment workflows
- Requests and documents
- Connected Salesforce records and workflows
Core + One Customer Portal
Starts from £500/monthCore starts from £400/month for 1–50 Active Bookable Units, plus £100/month for one Portal.
- 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
- Customer Portal extension
Separate Self-Service vs Connected Customer Portal
Keep the customer experience closer to the operational records behind it.
| Capability | Separate Portal / Manual Process | Booking Ninjas |
|---|---|---|
| Customer self-service | May depend on another system or staff | Available through the Portal extension |
| Booking context | May require integration or manual updates | Can connect directly to Booking Ninjas workflows |
| Requests | Often handled through forms or email | Can enter the configured operational workflow |
| Billing | May require a separate billing portal | Can surface configured Booking Ninjas billing information |
| Permissions | Depends on the external platform | Configured around the Salesforce environment |
| Reporting | Portal data may remain separate | Available portal activity can stay connected to Salesforce reporting |
Frequently Asked Questions
Give Customers One Place to Get Things Done
Add a customer portal for the bookings, billing, requests, documents, and self-service workflows your customers actually need.