Turn it on
- Open More in the sidebar and choose Client Portal under Portals.
- Turn on the switch next to Client Portal.
- Choose your sections and branding, then click Save Settings.
Choose the sections
- My Jobs: current and past jobs with their timeline, photos and invoice.
- Files: invoices, quotes and files you share.
- Payments: what they've paid and what's outstanding, with Pay now.
- Warranties: their warranties by vehicle, with Submit a claim. Customers see this section as Vehicles.
- Referrals: their referral link and rewards.
- Design Proofs: proofs to approve. It only shows to customers who have one.
Every customer also gets a Dashboard with their active job, latest invoice and last payment.
Brand it
Under Portal Branding, set the Accent Color, Portal Logo (or Use Branding page logo) and the Welcome Message customers see after signing in. Portal Title, Login Tagline, Theme and Login Background Color style the sign-in box. Click Open portal preview to see it with sample data.
How customers sign in
- They go to the portal link and enter the email address you have for them.
- They click Send login link and get an email with Access Your Portal.
- The link signs them straight in. It works once and expires after 15 minutes. No password is needed.
You can also send the link from their profile with Actions, then Text Portal Link or Email Portal Link. A texted link lasts 7 days.
Put sign-in on your website
Under Embed on Your Website, pick an Embed theme and click Copy. Paste the code into your site, and customers can ask for their login link without leaving it.
What customers can do
- Pay invoices.
- Accept and sign quotes.
- Approve design proofs or ask for changes.
- Submit a warranty claim and message you about it.