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Feature · Personal Client Cabinet

A front desk that never closes.

Give every customer a secure hub to request work, approve quotes, pay invoices, and track progress — at 11 pm on a Sunday, without calling you.

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First 3 months free No card required
portal.bizbaby.com/emmy-goldstein
Hi Emmy 👋Seattle Modern Landscapes · your account
Quote to approve Hedge trimming — $380 Laurel hedge + 2 maples · valid 14 days
Approve & signAsk
Next visit Thu 9:00 – 11:00 am Gutter cleaning · Marky M.
Balance $0 Invoice #768353 — paid ✓ Receipt · Apr 14 · Visa ···4412
11:04 pm Quote approved & signed While you were asleep
Service the customer booked herself
Self-bookedRequested from the cabinet
portal.bizbaby.com/billing
Payments & billing
Methods on file · autopay ready
VISA
•••• •••• •••• 4412
CARDHOLDEREMMY GOLDSTEINEXPIRES09 / 28
✓ Autopay ON — invoices settle themselves 🏦 Checking ···9021 — backup

Smooth payments

Billing that customers handle themselves

  • Manage billing details

    Customers add a card or bank account once — current balances and future invoices process without a phone call.

  • Pay invoices anytime

    Review past invoices, settle open ones, and download receipts — the awkward payment chase disappears.

  • Balances always visible

    What’s owed and what’s paid, in plain sight — no surprises on either side.

portal.bizbaby.com/quotes/205
APPROVED

Quote #205 — Hedge trimming

Seattle Modern Landscapes · for Emmy Goldstein
Laurel hedge — full trim$260.00
2 maples — crown clean$120.00
Terms — 30% deposit · balance on completionagreed
Total$380.00
Signed Mon 8:31 am · IP recorded

Simplify approvals · track progress

Quotes signed with legal weight — progress in plain sight

  • Request new work

    More business without a call or text — customers ask for the next job right in their private hub.

  • Quotes with legal power

    Approvals collect signatures on the job and payment terms — protection against disputes, built into the flow.

  • Status checks & details

    Progress on jobs and subscriptions, plus every visit’s dates and times — “when are you coming?” answers itself.

Work approved from the cabinet
In progress Customer watching the status No “are you on the way?” calls
Auto-paid Invoice settled on completion Card on file · receipt sent

While the crew works, the customer already knows — requested, approved, tracked, and paid, all self-serve.

Good to know

Frequently asked questions

Can customers track progress of their requests?

Yes — every request shows its journey from quoted to scheduled to done, live. Included on Premium and Growth.

Can customers access historical records?

Yes — past appointments, invoices, quotes, and receipts stay available in their cabinet. Included on Premium and Growth.

Can customers manage account info and preferences?

Yes. In the cabinet a customer edits their contact details and service address, changes their password, and manages saved cards and bank accounts, including which one is primary. Email notification preferences are changed from the link in the email footer, not in the cabinet. Premium and Growth.

What can customers actually do in the cabinet?

Request work, approve and sign quotes, pay invoices and balances, track jobs, and review history — 24/7. Included on Premium and Growth.

Can customers view and download documents?

Yes — quotes, invoices and receipts download as PDFs straight from their account, the same documents you would have emailed them. Included on Premium and Growth.

Is the cabinet secure?

Yes. A customer signs in to their own account, and every record they can reach is looked up by their customer id and your organisation id together — so one customer can never open another's invoice, and no other business's data is reachable at all. Card numbers are not stored here either: Stripe holds them and the cabinet shows only the last four digits.

Give customers their own front desk

First 3 months free. No card required. Open 24/7 from day one.

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