Understanding the Customer Portal

The customer portal is a self-service page where your loyalty program members can view their rewards status, download wallet passes, and manage their preferences — without needing to contact your staff.

How Customers Access the Portal

Customers access their portal through a secure email-based authentication:

1. Customer visits the portal link
2. Enters their email address
3. Receives a 6-digit verification code via email
4. Enters the code to access their portal

No passwords required — the verification code provides secure, frictionless access.

💡 Tip: Share the customer portal link on receipts, emails, your website, and social media so customers can easily check their rewards status.

What Customers See

The portal displays a comprehensive view of the customer's loyalty status:

Points Balance

• Current available points
• Total points earned (lifetime)
• Total points redeemed (lifetime)
• Visual progress indicator

Punch Card Progress

• All active punch cards with visual stamp grids
• Current punches vs required punches
• Available rewards ready for redemption
• Progress toward next reward

Welcome Offer

• Offer details and description
• Expiry date (if applicable)
• Redemption status (active, redeemed, or expired)

Wallet Pass Download

• Add to Apple Wallet button — downloads the .pkpass file
• Add to Google Wallet button — saves to Google Wallet
• Customers can add passes to both platforms

📝 Note: Wallet download buttons only appear if wallet passes are configured for your organization.

Marketing Consent Management

Customers can update their marketing preferences directly from the portal:

All consent changes are:

• Applied immediately
• Timestamped for compliance records
• Reflected in your customer database in real-time

⚠️ Important: Consent management is critical for privacy compliance (GDPR, CAN-SPAM, etc.). The portal makes it easy for customers to manage their own preferences.

Account Deletion

Customers can request account deletion directly from the portal:

1. Scroll to the bottom of the portal
2. Click Delete My Account
3. Confirm the deletion

This permanently removes:

• Customer profile and contact information
• Points balance and transaction history
• Punch card progress
• Wallet passes (deactivated)
• All marketing consent records

⚠️ Important: Account deletion is irreversible. The customer would need to re-register as a new customer if they change their mind.

Portal Branding

The customer portal automatically uses your organization's branding:

• Logo — Displayed at the top of the portal
• Primary Color — Applied to buttons, headers, and accents
• Business Name — Shown throughout the portal

Branding is configured in Organization Settings and applies automatically — no additional setup required.

Self-Service Claims

If self-service claims are enabled, customers also see a Submit Claim section where they can:

• Upload purchase receipts or photos
• Enter invoice numbers and amounts
• Submit claims for points or punch card stamps
• Track the status of pending claims

See "Setting Up Self-Service Claims" for configuration details.

Sharing the Portal Link

Your customer portal URL follows this format:

https://cockato.com/portal/your-slug

Share it via:

• Printed receipts and signage
• Email footers and newsletters
• Your website and social media
• QR codes at checkout

FAQ

Do customers need to create an account to use the portal? No. They authenticate with their email and a one-time verification code. No passwords needed.

Can customers see other customers' data? No. Each customer only sees their own loyalty data.

Can I customize the portal layout? The portal layout is standardized but automatically applies your branding (logo, colors, business name).