Customer Portal
Explain what signed-in customers can do in their private portal dashboard.
Customer account
The customer portal is the private dashboard customers use after they enter through a magic link.
Customers can review appointments, requests, bids, documents, timeline updates, and account settings without seeing another customer's information.
When Customers Use It
Customers reach the portal dashboard from a magic link, an appointment confirmation email, a request invite, or a project action that requires sign-in. After sign-in, Sparki opens the customer's own dashboard instead of a public project page.
Use the portal dashboard when the customer needs to return later, review history, upload a requested file, edit an open bid, cancel an open request, or request deletion of their personal data.
What Customers Can Manage
AppointmentsConfirmed bookings, appointment invitations, reschedules, cancellations, and available-time replies.
RequestsAppointment requests, waiting-list entries, document requests, and request-driven actions.
OffersOpen bids, bid edits, bid status, and offer details for projects where bidding is enabled.
DocumentsCustomer uploads, requested files, project documents that are intentionally shared, and document statuses.
Timeline and Follow-up
The customer timeline groups the history your team sees in the dashboard: messages, appointments, requests, offers, documents, and workflow answers. Use the timeline when a customer asks what happened before or when your team needs context before replying.
Privacy Expectations
A signed-in customer should only see documents and records that belong to that customer account or are intentionally exposed through a project. Sharing a copied document link, guessing an ID, or reopening an old URL should not give access to another customer's files.
Deletion requests appear as customer requests so the team can review and process the request according to the company's retention and legal process.