Customer portal widget
Admin mirror of the widget creator — preview and save the same embed configuration.
Settings → Customer portal widget is the admin-panel editor for the same widget configuration you manage at:
{workspace-id}.widgets.servease.io
Both surfaces read and write one shared config. Use whichever fits your workflow — the standalone Widget creator is usually easier for building website embeds; admin is handy when you are already in Settings.
Widget creator (recommended for embeds)
Open {workspace-id}.widgets.servease.io, sign in, and:
- Create multiple widgets — each with its own embed code
- Use the full preview (desktop, tablet, mobile)
- Click Embed for the iframe + loader snippet and Troubleshooting
See Booking widgets for the full guide (widget types, five sections, service overview, troubleshooting).
Five configuration sections
Both admin and the widget creator use the same five sections:
| Section | Purpose |
|---|---|
| Settings | Language, API base URL (read-only), preview data source (live vs demo) |
| Widget | Type (calendar, timetable, list, map), service overview, type-specific options |
| Filters | Predefined services, teams, dates, price, distance, etc. |
| Display | Show/hide filters bar, switchers, header, frame |
| Theme | Colour presets, typography, layout |
Admin-only extras
From Settings → Customer portal widget you can also:
- Copy iframe code or Copy preview URL
- Open preview in a new tab
- Save config applied when signed-in customers launch booking from the customer portal modal (same runtime, different entry context)
Portal vs website embed
| Surface | Where | Typical use |
|---|---|---|
| Customer portal | {workspace-id}.portal.servease.io | Logged-in customers — full portal site |
| Website embed | Your marketing site via embed code from widget creator | Anonymous or casual visitors |
Both respect service availability and schedules.
Before you go live
- Publish services with valid schedules.
- Test on mobile in the widget preview.
- Confirm payment gateways and locations match exposed services.