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Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":335,"body":749,"description":1584,"extension":1585,"links":1586,"meta":1587,"navigation":1594,"path":331,"seo":1595,"stem":332,"__hash__":1596},"docs_en\u002Fen\u002F01.guides\u002F09.online-booking\u002Findex.md",{"type":750,"value":751,"toc":1565},"minimark",[752,761,764,792,804,809,852,856,980,985,989,995,1160,1164,1167,1177,1183,1246,1251,1268,1290,1296,1308,1312,1321,1324,1346,1352,1356,1367,1371,1374,1452,1456,1461,1502,1506,1509,1513,1527,1531,1544,1548,1558],[753,754,755,756,760],"p",{},"The ",[757,758,759],"strong",{},"client portal"," is the public side of Requiply. Customers browse your catalog, pick their dates, and book on their own, and they can sign in afterwards to follow, pay for, and cancel what they booked. No staff involvement is needed for any of it.",[753,762,763],{},"This is how you let customers book without calling you. Instead of taking booking details over the phone and typing them in yourself, you share one address, and the bookings customers make there arrive in Requiply already complete, with the stock held and the payment taken if you ask for one.",[753,765,766,767,771,772,775,776,779,780,782,783,786,787,791],{},"Your portal lives at ",[768,769,770],"code",{},"portal.requiply.com\u002F\u003Cyour web URL code>",". The code comes from ",[773,774,465],"a",{"href":466},", and every page under it belongs to your organization only. On the Advanced plan it can also run on your own domain, such as ",[768,777,778],{},"book.yourcompany.com",", see ",[773,781,364],{"href":365},". The bare address ",[768,784,785],{},"portal.requiply.com"," is shared by every rental company: a customer who signs in there sees a list of the companies they have an account with, see ",[773,788,790],{"href":789},"\u002Fen\u002Fguides\u002Fonline-booking\u002Fcustomer-accounts#signing-in-without-a-company-link","Signing in without a company link",".",[793,794,795,796,799,800,803],"note",{},"The portal is a separate site from the Requiply app your team uses. Staff work in ",[768,797,798],{},"app.requiply.com",", customers use ",[768,801,802],{},"portal.requiply.com\u002F\u003Ccode>",". Share the portal address, never the app address.",[805,806,808],"h2",{"id":807},"pages-in-this-section","Pages in this section",[810,811,812,824,831,838,845],"ul",{},[813,814,815,819,820,823],"li",{},[773,816,817],{"href":338},[757,818,337],{},": the ",[757,821,822],{},"Web → Edit"," screen in the app, where you set the brand color, corner style, logos, browser tab icon, payment methods, and sign-in methods, with a live phone preview beside the editor.",[813,825,826,830],{},[773,827,828],{"href":343},[757,829,342],{},": what a customer goes through, from the entry page to the confirmation screen.",[813,832,833,837],{},[773,834,835],{"href":347},[757,836,346],{},": one-time-code sign in, the bookings list, the booking page, self-service cancellation, and the profile.",[813,839,840,844],{},[773,841,842],{"href":352},[757,843,351],{},": the optional AI chat that answers catalog, availability, and price questions and can start a booking.",[813,846,847,851],{},[773,848,849],{"href":356},[757,850,355],{},": booking buttons, product cards, a date picker and a cart on your own website, including WordPress and WooCommerce, with checkout on the portal.",[805,853,855],{"id":854},"what-a-customer-can-do","What a customer can do",[857,858,859,872],"table",{},[860,861,862],"thead",{},[863,864,865,869],"tr",{},[866,867,868],"th",{},"On the portal",[866,870,871],{},"Sign-in needed",[873,874,875,884,891,898,910,917,928,939,947,955,962,973],"tbody",{},[863,876,877,881],{},[878,879,880],"td",{},"Browse the catalog, search it, and filter by category",[878,882,883],{},"No",[863,885,886,889],{},[878,887,888],{},"See what is free for a date range, with real availability and times",[878,890,883],{},[863,892,893,896],{},[878,894,895],{},"Open an item to see its photo gallery, code, and price breaks",[878,897,883],{},[863,899,900,903],{},[878,901,902],{},"Find your catalog and products on Google and other search engines",[878,904,905,906],{},"No, see ",[773,907,909],{"href":908},"#search-engines-and-google","Search engines",[863,911,912,915],{},[878,913,914],{},"Book and pay on pickup or online",[878,916,883],{},[863,918,919,926],{},[878,920,921,922],{},"Add services such as delivery at checkout, when you ",[773,923,925],{"href":924},"\u002Fen\u002Fguides\u002Fonline-booking\u002Fportal-settings#checkout-services","offer them",[878,927,883],{},[863,929,930,937],{},[878,931,932,933,936],{},"Ask the ",[773,934,935],{"href":352},"booking assistant"," about items, dates, and prices",[878,938,883],{},[863,940,941,944],{},[878,942,943],{},"Follow a booking from the confirmation link",[878,945,946],{},"No, the link carries its own token",[863,948,949,952],{},[878,950,951],{},"See every past and upcoming booking in one list",[878,953,954],{},"Yes",[863,956,957,960],{},[878,958,959],{},"Pay an outstanding balance from the booking",[878,961,954],{},[863,963,964,971],{},[878,965,966,967],{},"Cancel a booking that has not started, when you ",[773,968,970],{"href":969},"\u002Fen\u002Fguides\u002Fonline-booking\u002Fportal-settings#cancellation","allow it",[878,972,954],{},[863,974,975,978],{},[878,976,977],{},"Keep their name and phone number up to date",[878,979,954],{},[753,981,982,983,791],{},"Customers sign in with a one-time code, so there is no password to forget and nothing for your team to reset. See ",[773,984,346],{"href":347},[805,986,988],{"id":987},"what-the-portal-takes-from-the-rest-of-requiply","What the portal takes from the rest of Requiply",[753,990,991,992,994],{},"The portal has no settings of its own beyond the ones on ",[773,993,337],{"href":338},". Everything else it shows is the configuration your team already maintains in the app.",[857,996,997,1007],{},[860,998,999],{},[863,1000,1001,1004],{},[866,1002,1003],{},"Comes from",[866,1005,1006],{},"What it drives on the portal",[873,1008,1009,1018,1031,1040,1049,1061,1070,1079,1096,1105,1114,1123,1132,1141,1151],{},[863,1010,1011,1015],{},[878,1012,1013],{},[773,1014,151],{"href":152},[878,1016,1017],{},"The catalog: item groups with their images, codes, categories, prices, price types, and live availability. Archived and non-bookable items never appear.",[863,1019,1020,1024],{},[878,1021,1022],{},[773,1023,195],{"href":196},[878,1025,1026,1027,1030],{},"Services are not part of the portal catalog. The ones you pick under ",[773,1028,1029],{"href":924},"Checkout services"," are offered as switches at checkout. A service your team adds to a booking is listed on the customer's booking page with its price.",[863,1032,1033,1037],{},[878,1034,1035],{},[773,1036,556],{"href":557},[878,1038,1039],{},"The price breaks shown on an item page and the rate used for longer bookings.",[863,1041,1042,1046],{},[878,1043,1044],{},[773,1045,566],{"href":567},[878,1047,1048],{},"A signed-in customer's personal discount, applied automatically and shown on their profile.",[863,1050,1051,1055],{},[878,1052,1053],{},[773,1054,597],{"href":598},[878,1056,755,1057,1060],{},[757,1058,1059],{},"Security deposit"," line at checkout and on the booking.",[863,1062,1063,1067],{},[878,1064,1065],{},[773,1066,505],{"href":506},[878,1068,1069],{},"Working days and hours. The portal only ever offers times inside your working schedule.",[863,1071,1072,1076],{},[878,1073,1074],{},[773,1075,592],{"href":593},[878,1077,1078],{},"Minimum duration and buffers, enforced while the customer picks dates.",[863,1080,1081,1085],{},[878,1082,1083],{},[773,1084,587],{"href":588},[878,1086,1087,1088,1091,1092,1095],{},"Which date picker style the portal shows, the status a checkout arrives in (",[757,1089,1090],{},"Default status for new bookings","), and the status an assistant booking arrives in (",[757,1093,1094],{},"Status for booking requests",").",[863,1097,1098,1102],{},[878,1099,1100],{},[773,1101,489],{"href":491},[878,1103,1104],{},"The pickup location shown at checkout and on the booking, with a link to the map.",[863,1106,1107,1111],{},[878,1108,1109],{},[773,1110,530],{"href":531},[878,1112,1113],{},"Which online providers can be switched on for checkout.",[863,1115,1116,1120],{},[878,1117,1118],{},[773,1119,500],{"href":501},[878,1121,1122],{},"The language the portal opens in, plus date and currency formatting.",[863,1124,1125,1129],{},[878,1126,1127],{},[773,1128,465],{"href":466},[878,1130,1131],{},"Name, description, contact details, logos, and the web URL code in the address.",[863,1133,1134,1138],{},[878,1135,1136],{},[773,1137,582],{"href":583},[878,1139,1140],{},"The status name a customer sees on their booking, the steps of its progress bar, and, through your transitions, whether they may cancel it online.",[863,1142,1143,1148],{},[878,1144,1145],{},[773,1146,141],{"href":1147},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Ffeatures#enable-subrentals",[878,1149,1150],{},"Supplier-sourced products can be offered at their client rate. Supplier names, costs, and margins are never shown.",[863,1152,1153,1157],{},[878,1154,1155],{},[773,1156,374],{"href":375},[878,1158,1159],{},"Emails, messages, and notifications fire for portal bookings exactly as they do for bookings your team creates.",[805,1161,1163],{"id":1162},"search-engines-and-google","Search engines and Google",[753,1165,1166],{},"Your portal can be found on Google, Bing and other search engines, so a customer searching for \"projector rental\" in your city can land straight on your product page. Requiply handles the technical side by itself; there is nothing to switch on.",[753,1168,1169,1172,1173,1176],{},[757,1170,1171],{},"Which portals are indexed."," Search engines may index an organization's portal while it has a ",[757,1174,1175],{},"paid Requiply subscription",". Portals in a free trial are kept out of search results, and so are demo and test organizations. If a payment comes in late, the portal stays indexed for 7 days after the paid period ends before it is taken out.",[753,1178,1179,1182],{},[757,1180,1181],{},"Which pages are indexed."," Only the public pages:",[857,1184,1185,1198],{},[860,1186,1187],{},[863,1188,1189,1192,1195],{},[866,1190,1191],{},"Page",[866,1193,1194],{},"Address",[866,1196,1197],{},"What search engines read",[873,1199,1200,1218,1233],{},[863,1201,1202,1205,1210],{},[878,1203,1204],{},"Home page",[878,1206,1207],{},[768,1208,1209],{},"portal.requiply.com\u002F\u003Cyour code>",[878,1211,1212,1213,1217],{},"Your organization name and description, or a generated line such as ",[1214,1215,1216],"em",{},"Book a rental from {name} online..."," (with the city of your default location when it has one).",[863,1219,1220,1223,1228],{},[878,1221,1222],{},"Catalog",[878,1224,1225],{},[768,1226,1227],{},"...\u002F\u003Cyour code>\u002Fitems",[878,1229,1230],{},[1214,1231,1232],{},"Rental catalog of {name}: prices, photos and availability for your dates.",[863,1234,1235,1238,1243],{},[878,1236,1237],{},"Product pages",[878,1239,1240],{},[768,1241,1242],{},"...\u002F\u003Cyour code>\u002Fitem-\u003Cproduct-slug>",[878,1244,1245],{},"The product name, its description (or a line with its price), its first photo, the price per day, hour or month, and whether it is in stock.",[753,1247,1248,1249,791],{},"Checkout, sign-in, the customer account, booking pages and the chat are never indexed, and neither is the preview inside ",[773,1250,337],{"href":338},[753,1252,1253,1256,1257,1260,1261,1264,1265,791],{},[757,1254,1255],{},"Product addresses."," Each product page uses a readable address made from the product name, its ",[757,1258,1259],{},"slug",", for example ",[768,1262,1263],{},"...\u002Fitem-sony-fx6",". The slug is created automatically, is unique in your organization, and does not change when you rename the product, so links and search results keep working. Older links that used the product's ID still open and are redirected to the slug address. The same slug identifies the product in the ",[773,1266,1267],{"href":356},"website embed",[753,1269,1270,1273,1274,1276,1277,1280,1281,1284,1285,1287,1288,791],{},[757,1271,1272],{},"Sitemap."," Requiply publishes a sitemap of your home page, catalog and products and keeps it current, so search engines pick up new products without you submitting anything. On ",[768,1275,785],{}," your pages are part of the portal's own sitemap. On your ",[773,1278,1279],{"href":365},"own domain"," your portal has its own sitemap at ",[768,1282,1283],{},"https:\u002F\u002Fbook.yourcompany.com\u002Fsitemap.xml","; you can add that address in Google Search Console if you use it. With your own domain, search engines are pointed to your domain as the main address of every page, so results show ",[768,1286,778],{}," rather than ",[768,1289,785],{},[753,1291,1292,1295],{},[757,1293,1294],{},"Link previews."," When someone shares your portal or a product in a messenger or on social media, the preview uses the same title, description and image: the product photo on a product page, your logo elsewhere.",[793,1297,1298,1301,1302,1304,1305,1307],{},[757,1299,1300],{},"How to appear higher in search results."," Write a real description of your business under ",[773,1303,465],{"href":466},", give each product a clear name, a photo and a description, and set a location with a city under ",[773,1306,489],{"href":491},". Link to your portal from your own website and social profiles. A new portal usually takes days to weeks before it shows up in search results.",[805,1309,1311],{"id":1310},"what-your-team-sees-in-the-app","What your team sees in the app",[753,1313,1314,1315,1317,1318,1320],{},"A portal booking is an ordinary booking. It lands in ",[773,1316,50],{"href":51}," and on the ",[773,1319,55],{"href":56}," like any other, and it can be edited, invoiced, and progressed the same way.",[753,1322,1323],{},"Two optional fields tell you the portal was involved:",[810,1325,1326,1341],{},[813,1327,1328,1331,1332,1335,1336,1338,1339,791],{},[757,1329,1330],{},"Origin"," on a booking, which reads ",[757,1333,1334],{},"Booking page"," for anything booked on the portal. Add it to the bookings table under ",[773,1337,620],{"href":621}," or to the booking page under ",[773,1340,625],{"href":626},[813,1342,1343,1345],{},[757,1344,335],{}," on a client, which says whether they have an account and when they last opened it. Add it under the same two pages for the Client level.",[753,1347,1348,1349,1351],{},"Checking out creates or reuses a client record, so a portal customer appears in ",[773,1350,216],{"href":217}," with their bookings attached.",[805,1353,1355],{"id":1354},"who-can-set-it-up","Who can set it up",[753,1357,1358,1359,1362,1363,1366],{},"Editing the portal needs ",[757,1360,1361],{},"Allow website management"," in the member's ",[773,1364,1365],{"href":481},"permission group",". Customers need nothing: they never get a staff account, a membership, or a seat on your plan.",[805,1368,1370],{"id":1369},"plans","Plans",[753,1372,1373],{},"The portal itself, including customer accounts, is part of every plan. Two options depend on yours:",[857,1375,1376,1386],{},[860,1377,1378],{},[863,1379,1380,1383],{},[866,1381,1382],{},"Option",[866,1384,1385],{},"Requires",[873,1387,1388,1401,1409,1421,1432,1444],{},[863,1389,1390,1395],{},[878,1391,1392,1394],{},[773,1393,351],{"href":352}," on the portal",[878,1396,1397,1398],{},"Advanced plan, plus ",[773,1399,1400],{"href":671},"AI credits",[863,1402,1403,1406],{},[878,1404,1405],{},"SMS sign-in codes",[878,1407,1408],{},"Advanced plan",[863,1410,1411,1418],{},[878,1412,1413,1414,1417],{},"Selling items in the ",[773,1415,1416],{"href":343},"Items to buy"," step",[878,1419,1420],{},"Advanced plan, plus the Sales feature",[863,1422,1423,1426],{},[878,1424,1425],{},"Chat with your team instead of the assistant",[878,1427,1428,1429,1431],{},"Every plan, with the ",[773,1430,250],{"href":251}," on",[863,1433,1434,1439],{},[878,1435,1436,1437],{},"Your own domain, such as ",[768,1438,778],{},[878,1440,1441,1442],{},"Advanced plan, see ",[773,1443,364],{"href":365},[863,1445,1446,1449],{},[878,1447,1448],{},"Being found on Google and other search engines",[878,1450,1451],{},"Any paid plan; not during the free trial",[805,1453,1455],{"id":1454},"common-scenarios","Common scenarios",[1457,1458,1460],"h3",{"id":1459},"opening-the-portal-for-the-first-time","Opening the portal for the first time",[1462,1463,1464,1470,1473,1479,1485,1496],"ol",{},[813,1465,1466,1467,1469],{},"Fill in ",[773,1468,465],{"href":466},", including the web URL code that becomes your address.",[813,1471,1472],{},"Make sure the catalog is bookable: item groups with images, prices, and quantities.",[813,1474,1475,1476,1478],{},"Set the working schedule under ",[773,1477,505],{"href":506},", so the portal offers real pickup times.",[813,1480,1481,1482,1484],{},"Open ",[773,1483,337],{"href":338},", set the color, corner style, logos, and tab icon, and switch on the payment methods you accept.",[813,1486,1487,1488,1491,1492,1495],{},"Click ",[757,1489,1490],{},"Save",", then ",[757,1493,1494],{},"Open booking page"," to walk the flow as a customer.",[813,1497,1498,1499,1501],{},"Share ",[768,1500,1209],{}," on your website and in your social profiles.",[1457,1503,1505],{"id":1504},"the-portal-does-not-show-up-on-google","The portal does not show up on Google",[753,1507,1508],{},"Check that the organization is on a paid plan: portals in a free trial are not indexed. Then give search engines time; a new portal can take a few weeks. Pages behind sign-in and checkout are never indexed, so search for your organization name or a product name rather than a booking.",[1457,1510,1512],{"id":1511},"a-customer-says-the-price-on-the-portal-is-wrong","A customer says the price on the portal is wrong",[753,1514,1515,1516,1518,1519,1522,1523,1526],{},"Prices are never entered on the portal. Check the item group's price and price type in ",[773,1517,151],{"href":158},", the ",[773,1520,1521],{"href":557},"pricing tier"," that applies to the duration, and the client's ",[773,1524,1525],{"href":567},"discount",". The portal recalculates everything on the server at checkout, so what the customer pays always follows those settings.",[1457,1528,1530],{"id":1529},"a-customer-cannot-pick-the-time-they-want","A customer cannot pick the time they want",[753,1532,1533,1534,1536,1537,1539,1540,1543],{},"The portal only offers times inside your working schedule, and it enforces minimum duration and buffers. Review ",[773,1535,505],{"href":506}," and ",[773,1538,592],{"href":593},". The ",[757,1541,1542],{},"Allow booking outside of working hours"," permission is for your team only and never changes what customers see.",[805,1545,1547],{"id":1546},"tips-and-cautions","Tips and cautions",[1549,1550,1551,1554,1555,1557],"tip",{},[757,1552,1553],{},"Tip:"," The live preview in ",[773,1556,337],{"href":338}," is the real portal in a phone frame, so you can test the whole booking flow there before you save anything.",[1559,1560,1561,1564],"warning",{},[757,1562,1563],{},"Heads up:"," Anything you change in inventory, pricing, or working hours is live on the portal straight away. There is no separate publishing step for catalog data.",{"title":1566,"searchDepth":1567,"depth":1567,"links":1568},"",2,[1569,1570,1571,1572,1573,1574,1575,1576,1583],{"id":807,"depth":1567,"text":808},{"id":854,"depth":1567,"text":855},{"id":987,"depth":1567,"text":988},{"id":1162,"depth":1567,"text":1163},{"id":1310,"depth":1567,"text":1311},{"id":1354,"depth":1567,"text":1355},{"id":1369,"depth":1567,"text":1370},{"id":1454,"depth":1567,"text":1455,"children":1577},[1578,1580,1581,1582],{"id":1459,"depth":1579,"text":1460},3,{"id":1504,"depth":1579,"text":1505},{"id":1511,"depth":1579,"text":1512},{"id":1529,"depth":1579,"text":1530},{"id":1546,"depth":1567,"text":1547},"The customer-facing site of your rental business: self-service booking, one-time-code sign in, an account where clients follow and cancel their bookings, booking buttons on your own website, and pages that Google and other search engines can find.","md",null,{"gitbook":1588,"aliases":1592},{"source":1589,"icon":1590,"url":1591},"client-portal\u002FREADME.md","globe","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fclient-portal\u002Fclient-portal",[1593],"\u002Fknowledge\u002Fclient-portal\u002Fclient-portal",{"title":335,"icon":330},{"title":335,"description":1584},"UhrxXoidU0b1qFnQEMuMvZ5F6xYq-55wE50E6T3Y9cA",[1598,1600],{"title":310,"path":325,"stem":326,"description":1599,"icon":327,"children":-1},"Where to find business performance figures in Requiply: the Dashboard summary card, the Analytics page, and asking the assistant for numbers directly.",{"title":337,"path":338,"stem":339,"description":1601,"icon":340,"children":-1},"Set the brand color, corner style, logos, browser tab icon, payment methods, sign-in methods, online cancellation status and the services customers can add at checkout (delivery, setup, carrying to a taxi) of your client portal, with a live phone preview.",1792585921301]