Customers & Sales | Workspace
Create and use customer portal links
Give a customer a secure place to review appointments, estimates, invoices, messages, and payment actions.
Sign in to your company workspace to use the related controls.
What this section includes
- Secure portal links
- Appointments
- Estimate review
- Invoices and payments
- Customer messages
Start-to-finish instructions
Open Customer Portal Links
Choose the intended customer and verify the email or phone before creating access.
Create or refresh the link
Generate a new secure link when needed. Old or exposed links should be replaced.
Preview the portal
Open the link in a signed-out private window and confirm that only the intended customer data appears.
Send it securely
Use the customer's permitted email or SMS channel and explain what they can do in the portal.
Review activity
Return to the customer timeline to confirm estimate, invoice, appointment, payment, or message activity.
What success looks like
- The customer can open the portal without seeing another company's data.
- The intended records and actions are available.
Common problems
- If a link is invalid, create a fresh one instead of editing the token.
- Never paste portal links into public notes or marketing posts.