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End Customer Portal

Self-service portal for consumers to manage their appointments, payments, and profile.

Features​

Account Management​

  • View and edit profile information
  • Update contact details (email, phone)
  • Manage communication preferences
  • View appointment history across all merchants

Appointments​

  • Browse available services and time slots
  • Book new appointments
  • View upcoming appointments
  • Reschedule or cancel appointments
  • Check-in via QR code
  • View past appointment history

Payments​

  • View stored payment methods
  • Add, update, or remove payment methods
  • View transaction history and invoices
  • Pay outstanding balances
  • Add tips after service

Forms​

  • Complete intake forms before appointment
  • Sign consent forms
  • View submitted form history

Communications​

  • View messages from merchants
  • Receive appointment reminders (SMS/email)
  • Opt in/out of marketing communications

Access Patterns​

End customers can access the portal:

  1. With Account - Email/password or social login
  2. Guest Access - Via magic link or appointment confirmation
  3. QR Code - For check-in and checkout at location

Implementation​

The end customer portal is built using Phoenix LiveView for real-time updates and responsive mobile experience.

See the API Reference for end customer-related endpoints:

  • GET /api/end-customers - List end customers
  • POST /api/end-customers - Create end customer
  • PUT /api/end-customers/:id - Update customer profile
  • GET /api/end-customers/:id/appointments - Customer appointment history