Give every customer a door of their own

A private account area where customers pay, book, rebook and check their history any hour they want, without waiting on the front desk.

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An older woman using a laptop on her sofa in a bright living room

The phone carries every request

For most local service businesses, everything routes through the phone: payments, reschedules, membership questions and the customer who wants a copy of last spring’s invoice.

Each call costs staff time, and each missed one leaves a customer waiting. A portal gives that traffic somewhere better to go, and the calls that remain are the ones worth a person’s time.

Rowanwell Family Health

New patients fill out their forms through a secure link, and by morning the answers are a one-page summary in the chart. Rowanwell is a company we invented, so we could build its website and back office in full.

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What customers handle themselves

Each of these used to be a phone call.

Pay an invoice, keep a card on file
Open balances, receipts, saved cards and autopay through a processor like Stripe, so nobody reads a card number over the phone.
Book and reschedule
A customer who liked last month’s service books the next one in a few taps, and it lands on your calendar with the details attached.
See their own history
Past visits, invoices, quotes and documents in one place, which retires a whole category of phone calls.
Run their membership
Join, upgrade, pause, update an expiring card or cancel without calling in, which is how customers expect a membership to work now.

A shopper going through a clothing rack by the window of a small boutique

Where a membership lives

Wash clubs, maintenance agreements and giving programs each need a home. The portal is where the plan renews, the card gets updated before it expires and the customer sees what the membership has gotten them. More on memberships.

Questions

Will customers use it?

They will if it saves them a call. We design the first login around the thing your customers most often need, like paying a balance or booking the next visit.

What about customers who prefer to call?

They keep calling, and they get through faster because the routine traffic has moved online.

Does it talk to our other systems?

It should. We scope connections to your CRM, booking tool, accounting software and payment processor up front, so the portal never becomes one more silo.