How to set up a customer portal

Pro plan feature

Turn on a client's portal and share the link in under a minute.

1. STEP 01Make sure you're on Pro (Company › Plan & billing).
2. STEP 02Open Clients and tap the client.
3. STEP 03In the Customer portal section, tap Create portal link.
4. STEP 04Optionally set a password, then copy the link and send it to your customer.
5. STEP 05To print a QR panel sticker that opens the logbook, open the client's Sites, choose the site and create a panel sticker.

Still stuck? Message us from Company › Support chat in the app, or contact the team.