Customer portal
What customers can change themselves
The date, the move details, the addresses and their contact details — what a customer may change in their portal, when it's locked, and what happens on your side when they do.
- 2 min read
- Checked against MoveBoard
- For sales, owners & admins
On this page
Customers can change a lot of their move themselves — no need to send you a new request. Each part can be switched off in the client portal designer.
What they can change
| Where on Home | What they do | Switch in the designer |
|---|---|---|
| Move Details › Change date | Change your move date — pick the new day on a calendar coloured by your prices, then Save new date | Change the move date |
| Move Details › Edit | Type of service, Size of your move, Rooms included, Requested arrival window (Morning, Afternoon, Evening), delivery dates for long distance | Change the move size |
| Addresses › Change / update addresses | Streets, apartments, ZIP (the city and state fill from the ZIP), Entrance, Walk from the truck, add a stop (New stop, before the destination) or remove one | Edit addresses |
| Contact › Edit | Name, Phone, Additional phone, the additional contact | Edit contact details |
| My Inventory | Their item list — see Build your inventory | Edit inventory |
Every pop-up keeps what they typed if they close it without saving — Not saved yet — your changes stay here if you close this.
Their email can't be changed by them — the office changes it on the Customer card.
When it's locked
Once the move is Reserved, Booked or Postponed, the date, details, addresses and inventory are read-only, with for example: Addresses cannot be updated because your job is currently booked. Please contact your moving specialist to discuss your changes. They can still tell you about a certificate of insurance or the building's hours.
A part switched off in the designer shows without an Edit button, or says Your moving company handles date changes for you — please contact them.
What happens on your side
- The change is saved on the order straight away and the price is worked out again.
- The Order Log records what the customer changed.
- Your team hears Customer changed their move (if they have it on) — changes made together come as one message.
- The status may change, as set under After a customer changes their move in Settings › Sales & orders › Expiration rules: send it to New-Info for the office to check, let them keep booking when their truck is still free, or always let them keep booking.
Not interested any more
When your company shows it, No longer interested in moving? lets the customer pick a reason (and add a few words) and Confirm. The order moves to Not Interested, and their reason and words go on the order as a note for sales. See When a customer says "not interested".
Expired moves
An Expired or We Are Not Available move can't be booked from the portal. Home tells the customer to contact you about availability.
Related guides
- Leads & salesQuotes that expireHow MoveBoard closes quotes that ran out of time — Can Book Online quotes, quiet quotes, and leads whose move day has come — and how to set each rule.
- Customer portalDesign the client portalMake the customer portal yours — click any part of the live portal to hide it, reword it or recolour it, set what customers may do, match your brand's colours, and save.
- Customer portalHow customers build their inventoryThe customer's inventory page — rooms, the item catalog, the typical list, AI from photos or a list, a spreadsheet — and what reaches you when they press "I'm done — send to my mover".
- Leads & salesWhen a customer says "not interested"Let customers tell you from their portal that they're no longer moving — with a reason you can read on the order.
- Customer portalPolicies, certificates of insurance and building time windowsThe company policy, cancellation policy and terms customers agree to when they book — and how customers tell you a building needs a certificate of insurance or has set hours.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.