A customer portal lets clients manage their account, view invoices, and track projects without contacting support. Here is how to build one.
Portal Layout
// app/(portal)/layout.tsx
import { redirect } from "next/navigation";
import { auth } from "@/lib/auth";
import { PortalSidebar } from "@/components/portal/PortalSidebar";
export default async function PortalLayout({
children,
}: {
children: React.ReactNode;
}) {
const session = await auth();
if (!session?.user) redirect("/login");
return (
<div className="flex min-h-screen">
<PortalSidebar user={session.user} />
<main className="flex-1 p-6 md:p-8 overflow-auto">{children}</main>
</div>
);
}
Portal Sidebar
"use client";
import Link from "next/link";
import { usePathname } from "next/navigation";
interface User {
name: string;
email: string;
image?: string;
}
const navItems = [
{ label: "Overview", href: "/portal", icon: "grid" },
{ label: "Projects", href: "/portal/projects", icon: "folder" },
{ label: "Invoices", href: "/portal/invoices", icon: "receipt" },
{ label: "Support", href: "/portal/support", icon: "help" },
{ label: "Settings", href: "/portal/settings", icon: "settings" },
];
export function PortalSidebar({ user }: { user: User }) {
const pathname = usePathname();
return (
<aside className="w-64 border-r bg-muted/30 p-4 hidden md:block">
{/* User Info */}
<div className="flex items-center gap-3 mb-8 pb-4 border-b">
<div className="h-10 w-10 rounded-full bg-primary/10 flex items-center justify-center text-sm font-bold">
{user.name?.[0]?.toUpperCase() ?? "?"}
</div>
<div className="min-w-0">
<p className="text-sm font-medium truncate">{user.name}</p>
<p className="text-xs text-muted-foreground truncate">{user.email}</p>
</div>
</div>
{/* Navigation */}
<nav>
<ul className="space-y-1">
{navItems.map((item) => {
const isActive =
item.href === "/portal"
? pathname === "/portal"
: pathname.startsWith(item.href);
return (
<li key={item.href}>
<Link
href={item.href}
className={`flex items-center gap-2 px-3 py-2 rounded-md text-sm ${
isActive
? "bg-primary text-primary-foreground"
: "text-muted-foreground hover:bg-muted hover:text-foreground"
}`}
>
{item.label}
</Link>
</li>
);
})}
</ul>
</nav>
</aside>
);
}
Portal Overview
// app/(portal)/portal/page.tsx
import { auth } from "@/lib/auth";
import { getCustomerSummary } from "@/lib/portal-service";
import Link from "next/link";
export default async function PortalOverview() {
const session = await auth();
const summary = await getCustomerSummary(session!.user.id);
return (
<div>
<h1 className="text-2xl font-bold mb-6">
Welcome back, {session!.user.name?.split(" ")[0]}
</h1>
{/* Quick Stats */}
<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4 mb-8">
<StatCard label="Active Projects" value={summary.activeProjects} />
<StatCard label="Open Tickets" value={summary.openTickets} />
<StatCard
label="Outstanding Balance"
value={`$${(summary.outstandingBalance / 100).toFixed(2)}`}
/>
<StatCard label="Total Invoices" value={summary.totalInvoices} />
</div>
{/* Recent Activity */}
<div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
<div className="border rounded-lg p-4">
<div className="flex items-center justify-between mb-4">
<h2 className="font-semibold">Recent Projects</h2>
<Link href="/portal/projects" className="text-sm text-primary hover:underline">
View all
</Link>
</div>
<ul className="space-y-3">
{summary.recentProjects.map((project) => (
<li key={project.id} className="flex items-center justify-between">
<div>
<p className="text-sm font-medium">{project.name}</p>
<p className="text-xs text-muted-foreground">
{project.status}
</p>
</div>
<ProgressBadge progress={project.progress} />
</li>
))}
</ul>
</div>
<div className="border rounded-lg p-4">
<div className="flex items-center justify-between mb-4">
<h2 className="font-semibold">Recent Invoices</h2>
<Link href="/portal/invoices" className="text-sm text-primary hover:underline">
View all
</Link>
</div>
<ul className="space-y-3">
{summary.recentInvoices.map((invoice) => (
<li key={invoice.id} className="flex items-center justify-between">
<div>
<p className="text-sm font-medium">#{invoice.number}</p>
<p className="text-xs text-muted-foreground">
{new Date(invoice.date).toLocaleDateString()}
</p>
</div>
<div className="text-right">
<p className="text-sm font-medium">
${(invoice.amount / 100).toFixed(2)}
</p>
<InvoiceStatusBadge status={invoice.status} />
</div>
</li>
))}
</ul>
</div>
</div>
</div>
);
}
function StatCard({ label, value }: { label: string; value: string | number }) {
return (
<div className="border rounded-lg p-4">
<p className="text-sm text-muted-foreground">{label}</p>
<p className="text-2xl font-bold mt-1">{value}</p>
</div>
);
}
function ProgressBadge({ progress }: { progress: number }) {
return (
<div className="flex items-center gap-2">
<div className="w-16 h-1.5 bg-muted rounded-full overflow-hidden">
<div
className="h-full bg-primary rounded-full"
style={{ width: `${progress}%` }}
/>
</div>
<span className="text-xs text-muted-foreground">{progress}%</span>
</div>
);
}
function InvoiceStatusBadge({ status }: { status: string }) {
const styles: Record<string, string> = {
paid: "text-green-600",
pending: "text-yellow-600",
overdue: "text-red-600",
};
return (
<span className={`text-xs font-medium ${styles[status] ?? ""}`}>
{status}
</span>
);
}
Support Ticket System
// app/(portal)/portal/support/page.tsx
import { auth } from "@/lib/auth";
import { getTickets } from "@/lib/portal-service";
import { NewTicketForm } from "@/components/portal/NewTicketForm";
export default async function SupportPage() {
const session = await auth();
const tickets = await getTickets(session!.user.id);
return (
<div>
<div className="flex items-center justify-between mb-6">
<h1 className="text-2xl font-bold">Support</h1>
<NewTicketForm />
</div>
<div className="space-y-3">
{tickets.map((ticket) => (
<a
key={ticket.id}
href={`/portal/support/${ticket.id}`}
className="block p-4 border rounded-lg hover:bg-muted/50 transition-colors"
>
<div className="flex items-start justify-between">
<div>
<h3 className="font-medium">{ticket.subject}</h3>
<p className="text-sm text-muted-foreground mt-1 line-clamp-1">
{ticket.lastMessage}
</p>
</div>
<div className="text-right shrink-0 ml-4">
<TicketStatusBadge status={ticket.status} />
<p className="text-xs text-muted-foreground mt-1">
{new Date(ticket.updatedAt).toLocaleDateString()}
</p>
</div>
</div>
</a>
))}
</div>
</div>
);
}
function TicketStatusBadge({ status }: { status: string }) {
const styles: Record<string, string> = {
open: "bg-blue-100 text-blue-700",
"in-progress": "bg-yellow-100 text-yellow-700",
resolved: "bg-green-100 text-green-700",
closed: "bg-gray-100 text-gray-700",
};
return (
<span className={`px-2 py-0.5 rounded-full text-xs font-medium ${styles[status] ?? ""}`}>
{status}
</span>
);
}
New Ticket Form
"use client";
import { useState } from "react";
export function NewTicketForm() {
const [open, setOpen] = useState(false);
const [subject, setSubject] = useState("");
const [message, setMessage] = useState("");
const [priority, setPriority] = useState("normal");
const [submitting, setSubmitting] = useState(false);
async function handleSubmit(e: React.FormEvent) {
e.preventDefault();
setSubmitting(true);
await fetch("/api/portal/tickets", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ subject, message, priority }),
});
setOpen(false);
setSubject("");
setMessage("");
setSubmitting(false);
window.location.reload();
}
if (!open) {
return (
<button
onClick={() => setOpen(true)}
className="px-4 py-2 bg-primary text-primary-foreground rounded-md text-sm"
>
New Ticket
</button>
);
}
return (
<div className="fixed inset-0 bg-black/50 flex items-center justify-center z-50 p-4">
<form
onSubmit={handleSubmit}
className="bg-background rounded-lg p-6 w-full max-w-md space-y-4"
>
<h2 className="text-lg font-semibold">New Support Ticket</h2>
<div>
<label className="block text-sm font-medium mb-1">Subject</label>
<input
type="text"
value={subject}
onChange={(e) => setSubject(e.target.value)}
required
className="w-full px-3 py-2 border rounded-md"
placeholder="Brief description of your issue"
/>
</div>
<div>
<label className="block text-sm font-medium mb-1">Priority</label>
<select
value={priority}
onChange={(e) => setPriority(e.target.value)}
className="w-full px-3 py-2 border rounded-md bg-background"
>
<option value="low">Low</option>
<option value="normal">Normal</option>
<option value="high">High</option>
<option value="urgent">Urgent</option>
</select>
</div>
<div>
<label className="block text-sm font-medium mb-1">Message</label>
<textarea
value={message}
onChange={(e) => setMessage(e.target.value)}
required
rows={4}
className="w-full px-3 py-2 border rounded-md resize-none"
placeholder="Describe your issue in detail..."
/>
</div>
<div className="flex justify-end gap-2">
<button
type="button"
onClick={() => setOpen(false)}
className="px-4 py-2 border rounded-md text-sm"
>
Cancel
</button>
<button
type="submit"
disabled={submitting}
className="px-4 py-2 bg-primary text-primary-foreground rounded-md text-sm disabled:opacity-50"
>
{submitting ? "Submitting..." : "Submit Ticket"}
</button>
</div>
</form>
</div>
);
}
Need a Customer Portal?
We build self-service portals with billing, project tracking, and support integrations. Contact us to create your customer portal.