Your customer meets Sweeply in two places: in the messages you send, and in the customer portal. Here you see what the customer gets and what you decide.
Messages the customer can get
You decide the channel and wording. See Automatic messages to the customer.
The customer portal
The customer logs in with the email or phone number saved on the customer in Sweeply, and a code they are sent. There is no password. In the portal the customer can see:
- their next visit, and upcoming and past visits
- their subscriptions and orders
- their invoices, and pay them if you accept card payments
To see exactly what the customer sees, open the customer and select Preview customer portal.
The customer’s Invoice email gives the same access to the portal as the contact email. Only enter a shared address there, for example a bookkeeper, if that person may see everything about the customer.
What the customer may change
Under Settings > Customer portal you turn on and off whether the customer may:
- Move the next visit to a free week
- Add services to the next visit, if the service is already in the subscription
- Change service frequency, so a service is carried out more often
- Edit customer profile: name, company name, and billing address
The customer cannot pause or cancel a subscription themselves. They can ask for it, and the request lands in your Inbox.
Terms and conditions
Write your terms under Settings > Organization > Terms and conditions. Select Insert Danish starter for a starting point, and adapt it to your company. The starter is not legal advice.
When you save, the terms are public immediately. They are linked from the customer portal and from your emails. Select View public page to see the result. Last modified on October 13, 2026
