What you will accomplish

You will know which link to send to each person, copy it without typos, test it once in a private browser window, and add one clear sentence so they know what to do next.

When to use this guide

Use this guide when someone asks, “What link should I send?”

You might hear that question when:

• A customer cannot find the portal sign-in page
• A prospect wants to request storage online
• A vendor asks where to email or upload an invoice
• Your website helper needs the correct button or embed code
• You are not sure whether to share the facility page, registration form, marketplace, or login link

Before you start

• You can open Settings > Website & customer app.
• Your Public website is turned on if you plan to share facility, registration, marketplace, or vendor invoice links.
• You know who will open the link: a new prospect, an existing customer, a vendor, a shopper, or your website helper.
• You have a few minutes to test the link in a private browser window before you send it.

Step 1: Open Website & customer app

1. Go to Website & customer app

   In the dashboard sidebar, open Settings, then choose Website & customer app.

   You can also go directly to Settings > Website & customer app.

   Expected result: The page title is Website & customer app. You see Shareable links near the top—not the staff dashboard address from your browser.

2. Find Shareable links

   Near the top, find the Shareable links section.

   You will see cards such as:

   • Customer login — for existing customers who already have a portal account
   • Main page — your public facility landing page
   • Registration — for new prospects requesting storage
   • Vendor invoices — for outside providers submitting invoices

   Scroll down for Public website (page content and toggles) and Website schedule widget (embed code for your existing website).

   Expected result: You know where to copy each type of link before you paste it into an email or website.

Step 2: Match the person to the right link

Answer this question first: What should this person do when they click?

What each public page looks like

These screenshots help you confirm you picked the right link before you send it.

Step 3: Turn on Public Facility Pages when needed

If a link shows “not found,” the public page may be off—or a Shareable links card may be hidden because that feature is not enabled yet.

1. Open Public website settings

   On Settings > Website & customer app, scroll to Public website.

2. Turn on Public Facility Pages

   Turn on Public Facility Pages when prospects, shoppers, or vendors should use your public links.

3. Enable the matching section in Page editor

   In the Page editor, turn on Marketplace, Registration form (or Storage inquiry), or Vendor invoice portal only when your team is ready to support each action.

   Why this matters: Registration and Vendor invoices cards in Shareable links appear only after those sections are enabled.

4. Copy the link again

   After settings save automatically, copy the link from Shareable links at the top of the page. Do not retype it.

   Expected result: The link opens your facility name and the correct public page—not a staff sign-in screen.

Step 4: Copy the full link and add instructions

1. Use the Copy button

   Click Copy on the Shareable links card you need. Paste the full address into your email, text, or website ticket.

   Why this matters: One wrong character can send someone to an error page. Copying prevents typos.

2. Write one sentence for the reader

   Do not send a bare link. Tell the person what to do.

   Examples:

   • “Use this link to request storage and tell us about your vehicle.”
   • “Use this link to open your customer portal. Sign in with the email we have on file for you.”
   • “Use this link to submit your invoice and upload your PDF.”

   Expected result: The reader knows the goal before they click.

Step 5: Test the link like a customer

1. Open a private browser window

   Use a private or incognito window—or a browser where you are not signed in to the staff dashboard.

2. Paste the link and open it

   Confirm:

   • The page opens without asking for a staff login
   • Your facility name looks correct
   • The page matches what you told the person to do (register, sign in, shop, or submit an invoice)
   • The page is readable on a phone-sized screen

   Expected result: You would feel comfortable sending this link to a real customer, prospect, or vendor.

What success looks like

• The link matches the person’s goal (prospect, customer, vendor, or shopper).
• The link opens a public or customer-facing page, not /dashboard.
• You tested the link in a private window before sharing it.
• Your message includes one clear sentence about what to do next.

Troubleshooting

What to do next

• Share customer login links for existing customers
• Set up customer registration for new prospects
• Set up the vendor invoice portal for outside providers
• Test marketplace checkout before sharing product marketplace links
• Go live checklist for public pages before a wide launch