Give customers their own portal

What customers can do

The customer portal is your customers' own page, in your colors. Depending on what you turn on, they can see and approve quotes, pay invoices, see their upcoming visits and send you a message or a request.

Customers sign in with Email me a sign-in link. There is no password to forget.

Set it up

1. Open Settings, then the Customers hub, then the Customer portal tab.
2. Check that Customer portal enabled is on.
3. Under Modules shown to customers, pick what they see: Billing & payments, Scheduling & visits, Quotes & proposals and Messaging.
4. Add a Welcome message if you like, and choose Match my brand color or a custom accent color.

Invite a customer

1. Open Customers and open the customer.
2. Make sure their main contact has an email address.
3. Choose Invite to portal. They get an email saying their account is ready, with a link to your portal.

The portal address

The portal lives at your Customer portal address, set on Settings, Profile. It is the same short name your request form link uses, so pick one your customers will recognize.