How the Self-Service Portal Works

A tour of the portal - what people can see and do.

Beginner3 min read3 sections

Self-Service Access

The portal is a secure, self-service area where guests, residents, campers, members, or customers can view their bookings, stays, reservations, or placements, download invoices, make payments, and update their contact details - all without contacting you. This saves time for both your team and the people you serve.

What People Can See

When someone logs in to the portal, they see the following sections.

  • Dashboard - A summary of their current booking, stay, reservation, or placement, upcoming charges, and outstanding balance.
  • Bookings - A list of their bookings, stays, reservations, or placements with dates, unit details, and status.
  • Invoices - All invoices issued to them with PDF download buttons.
  • Payments - A history of payments they have made.
  • Profile - Their contact details (name, email, phone, address) which they can update.

Paying Online

If you have connected a payment gateway (Stripe, PayPal, or GoCardless), people can pay their invoices directly from the portal by clicking the Pay Now button. The payment is processed securely and recorded automatically in LodgeKit.

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LodgeKit — Accommodation Management Software for Property Managers