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Self-service client area

Your clients get their own dashboard to manage their services, place orders, pay bills & more. Brand it with your own domain, and customise it so it fits your business.

The self-service client area is as slick and simple as the rest of Upmind, and presents an excellent professional face for your business.

Easy brandingEasy branding

Easy branding

Make the client area your own with a custom domain and easy quick branding options. You do not need any technical experience.

Configuration options are provided to change and adapt functionality to different needs.

We provide widgets too that you can easily integrate into your frontend websites.

View and pay Invoices

Upmind puts as much power in the hands of your clients as possible. They can adjust their billing profile, manage payment methods, upgrade and downgrade services, or place new orders and cancellation requests.

View and pay InvoicesView and pay Invoices
Place new ordersPlace new orders

Place new orders

Clients can browse your shopping cart and order new products and services. Based on their price list or existing services you may show them unique products, prices or discounts.

Product integration

Upmind connects directly through to your products via their APIs, so customers can manage them directly in your client area. That may just be a single-sign on (SSO) link, or a full featured embedded integration.

Product integrationProduct integration
Customer SupportCustomer Support

Customer Support

An advanced customer support system is built into the client area. Use it for simply notifying your customers, tracking correspondence, or as the communication hub of your entire business. You can pipe in your emails too.

Security & 2FA

You can optionally force two factor authentication for all of your clients. Allow password resets and IP lockdowns.

All user activity is logged.

Security & 2FASecurity & 2FA

And much more..

Upmind empowers yours clients, increasing their satisfaction with your business and reducing your overheads.

View email history

Customers can raise enquiries with you, and track your response, through an integrated customer support desk.

Manage Account

Edit profile settings, logins, address and contact information.

Manage affiliate scheme

Enable an affiliate scheme for the clients to refer others

Mobile responsive

The client area is full mobile responsive

Custom API integrations

Use our extensive API to integrate client logins

Support PIN

Generate customer support PINs in order to verify clients.

From the docs

See our comprehensive documentation for all guides and tutorials.