Boost Customer Retention with a Customer Portal

Planning ahead for 2024
Date
February 7, 2025
Author
Stuart Scott
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Did you know that 69% of customers prefer businesses with online booking systems, with this preference rising to 83% among Gen Z and Millennials. Even among customers aged 45+, 58% favour online booking options!

Keeping customers engaged isn't just about offering great classes, it's about making their experience seamless, flexible, and stress-free. When customers find it easy to book, reschedule, track progress, and stay in the loop, they're far more likely to stick with your business long-term.


A customer portal does exactly that. It gives customers control over their schedules, reduces frustration, and keeps them connected, leading to higher retention and stronger loyalty. A customer portal puts the power back in their hands, making it simple to stay connected with your business while reducing administrative work for your team. The result? Higher retention, stronger customer loyalty, and a better overall experience.

In numbers, it was found that approximately 69% of customers prefer businesses with online booking systems, with this preference rising to 83% among Gen Z and Millennials. Even among customers aged 45+, 58% favour online booking options.

But what makes a great customer portal?

Key Features of a Great Customer Portal

Not all portals are created equal. A great one isn’t just functional—it actively enhances the customer experience. Key features include:

Simple & intuitive design – Customers should be able to book, reschedule, and pay with ease.
Mobile-friendly access – Many users prefer to manage their schedules on the go.
Real-time updates – Instant access to class availability, waitlists, and bookings.
Seamless payments – Automated transactions, direct debit options, and payment history in one place.
Progress tracking – Keep customers engaged by showcasing achievements and milestones.

When a portal is easy to use, customers are more likely to stay engaged—because convenience drives loyalty.

How a Customer Portal Improves Retention

1. Convenience Keeps Customers Coming Back

Customers stick with businesses that make life easier. A portal allows them to:


✔ Book classes instantly—no calls or emails required
✔ Reschedule or cancel when needed, without hassle
✔ Join waitlists and get notified when spots open

By eliminating booking friction, you reduce drop-off rates and keep customers engaged.

2. Self-Service = More Satisfaction, Less Frustration

Nobody likes waiting for responses to emails or being limited by office hours. A portal empowers customers to:


✔ Manage their own bookings and details
✔ Track their payment history without chasing invoices
✔ Get real-time information without contacting support

When customers feel in control, they’re more satisfied—and satisfied customers stay longer.

3. Progress Tracking Boosts Engagement

For class-based businesses, progress is key. A portal helps by:


✔ Displaying skill progression and milestones
✔ Highlighting upcoming goals to keep motivation high
✔ Offering downloadable certificates for achievements

When customers can see their progress, they’re more likely to stay committed.

4. Seamless Payments Reduce Drop-Offs

Missed or complicated payments are a major reason for customer churn. A portal minimises this by:


✔ Offering automated payments and direct debits
✔ Providing a clear payment history for transparency
✔ Allowing flexible payment options to suit different needs

When payments happen effortlessly, customers stay enrolled without interruption.

Why a Mobile App Elevates Retention Even Further

While a customer portal is essential, a dedicated mobile app takes engagement to the next level. With most people using apps for everyday tasks, having your business available at a tap makes all the difference.

But how does an app strengthen customer loyalty? 

Instant access – No need to search for links or logins
Stronger brand presence – A custom-branded app reinforces your business identity
Faster, smoother experience – Apps are designed for mobile use, making interactions seamless
Higher engagement – The easier it is to interact with your business, the more likely customers are to stay active

With a mobile-first experience, your business becomes a convenient, go-to option—ensuring customers return, rebook, and recommend you to others. Plus, mobile devices are the preferred option among internet users making your business future-proof!

A customer portal isn’t just a nice-to-have—it’s a retention powerhouse. It gives customers the flexibility and convenience they expect while reducing admin for your team. And if you really want to maximise retention and engagement, a mobile app ensures your business is always at their fingertips.

Want to see how a customer portal can transform your customer retention? Contact us today!

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