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Documentation Index

Fetch the complete documentation index at: https://appliance-preview.mintlify.app/llms.txt

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The Customer Portal in Appliance.io is designed to make the post-sale experience smooth, transparent, and stress-free — for both you and your customers. It gives customers direct access to their order details without logging in or entering an order number. Through the Customer Portal, customers can securely make payments, review their order summary, schedule deliveries, and track deliveries in real time. Everything happens in one simple, guided flow that keeps customers informed from payment to delivery completion.

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📍 Accessing the Customer Portal

To send a Customer Portal link, start from the Quote page. Below the Salesperson section, you’ll find the Customer Portal area. From here, you can control how the customer pays and how the Portal is shared. First, choose the payment option:
  • Full Payment
  • 50% Down
  • Custom Amount
Once selected, click Send Invoice. A pop-up window will appear where you can:
  • Choose the recipient email
  • Add CCs if needed
  • Edit the subject line
  • Customize the message body
Before sending, you can also customize what’s included in the email, such as:
  • Removing the model number
  • Hiding the pay link
  • Excluding fulfillment or protection plan details
When ready, click Send, and the Customer Portal link is delivered directly to your customer. You can copy the Customer Link and share it manually via text or another messaging platform.

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🧭 Navigating the Customer Portal

From the customer’s perspective, the Portal is organized into four simple steps:
  1. Review Add-Ons
  2. Payment
  3. Delivery Scheduling
  4. Delivery Tracking
Each step guides the customer forward automatically once the previous step is completed.

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🧩 Step 1: Review Add-Ons

In the Review Add-Ons step, customers can review any add-ons included in their quote and customize their protection plan if available. This step clearly shows:
  • Selected add-ons
  • Protection plan options
  • Balance due
Once reviewed, the customer clicks Continue to proceed.

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💳 Step 2: Payment

Next is Payment. Customers can securely complete payment using one of the following options:
  • Apple Pay
  • Credit Cards
  • Affirm
  • Klarna
Once payment is completed, the Portal automatically advances to the next step. ⚠️ Important: AIO Pay must be set up before customers can complete payments. If AIO Pay is not yet enabled, refer to the related help article for setup instructions.

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📆 Step 3: Delivery Scheduling

After payment, customers move to Delivery Scheduling. At this stage:
  • The Review Add-Ons step is removed since the quote is already paid
  • Customers select a delivery date that works best for them
Once the delivery date is confirmed, it becomes locked and can no longer be changed. Customers then click Continue to move forward.

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🚚 Step 4: Delivery Tracking

Once the order is routed, the Portal automatically transitions to Delivery Tracking. Here, customers can track their delivery in real time, including:
  • Estimated arrival time
  • Delivery information
  • Driver details
  • Assigned salesperson
  • Product details
All delivery-related information is displayed on a single, easy-to-read screen.

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✅ Order Confirmation

After the order is successfully delivered, customers are shown an Order Confirmation page confirming that everything is complete. Clear, simple, and reassuring — no follow-ups required.

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🎉 You’re All Set!

The Customer Portal helps streamline communication, reduce manual follow-ups, and give customers confidence throughout the entire post-sale journey. From secure payments to delivery tracking, Appliance.io’s Customer Portal keeps everyone informed — every step of the way.