The customer portal on your website

Each customer's portal is a private link you create from their page (see Invoices and payments). Links get lost: an old text, a new phone, an email nobody can find. The link page lets a customer get theirs back without calling you.

Switch on the link page

The link page is on Starter and above, like the portal itself. It is off until you switch it on.

Open Settings → Customer portal link page, under Advanced › Website.
Click Switch on.
The card shows the Page address. Copy link copies it, for a button on your website, your email signature or your Google listing.

Two buttons manage the address later:

Replace address gives the page a new address. Anywhere the old address is published stops working.
Switch off takes the page down. The published address stops working until you switch it on again.

Changing this card needs permission to change company settings.

What the customer sees

The page asks for one thing: the email address you have on file for them. They click Email me my link, and the page gives the same answer whether or not the address matches a customer. It never tells a stranger who your customers are. Repeated tries from one place are limited, and so are the links any one inbox can be sent in an hour, however the address is typed.

The email holds a sign-in link that works once and expires in 24 hours. It opens a page with one button, Open my page. That gives the customer a new portal link to bookmark, and their old link stops working. An expired link offers Email me a new link instead.

Asking changes nothing on its own. Until the customer opens the email, their current link keeps working, so nobody can use the page to lock a customer out. If several of your customers share that address, each one gets their own email.

The page follows the visitor's browser language, English or Spanish, and the email is written in the same language.

Your colors and logo

Once the page is on, the card shows Branding. It styles the link page, the sign-in page and the customer portal itself. Saving restyles them everywhere, including on your website.

Color scheme: Light, Dark or Match the visitor's device. This is for the link page; the portal itself always uses a light background.
Corners: Rounded, Square or Pill.
Accent color: pick a color, or type its hex code.
Form headline and Introduction: your own wording for the link page. Leave them blank for the standard wording.
Show your logo on the form: the logo is the one you upload under Company details.

Click Save. A portal keeps its plain header until branding is saved for the first time.

Live preview at the bottom of the card shows the form as it will look on your website, with your unsaved changes. The preview cannot send anything.

Put it on your website

Put it on your website gives you two pieces of code. Paste one into a page on your website, such as "My account".

Embed code (recommended) shows the link form and, when a customer arrives from an emailed link, their portal, inside your page. The frame resizes to fit.
Plain iframe shows only the link form, for site builders that do not allow scripts. Emailed links then open the portal on its own page.

Copy code under each one copies it.

To have the portal open inside your own website, paste the embed code on that page, enter the page's full address in Address of that page on your website, and click Save. The address must start with https://. From then on the emailed link brings the customer back to that page, and their portal opens inside it. Only that website is allowed to show the portal in a frame.

Inside the frame, the portal's visit pages, receipts and card update open in a new tab, because those pages cannot be shown inside another website.

With an address set, the plain iframe is not offered: only the embed code can open an emailed link on your page. Clear the address to use a plain iframe again. Left blank, the portal opens on its own page.

On your phone

The link page, branding and embed code are set in the web app. The mobile app does not have this card.