Settings
Configure portal and website
Prepare the customer portal, website links, booking box, registration form, signup rules, and public facility page before inviting customers.
The customer portal and website settings control what customers see outside your staff dashboard.
Use this guide before you invite customers to sign in, add a booking box to your website, accept new customer registrations, or publish a facility page.
This guide covers two Settings pages:
- Settings > Customer portal: how the logged-in customer portal looks and what customers can see.
- Settings > Website & signup: links, website embed code, public signup, customer onboarding, and facility web pages.
Before you start
- Confirm your logo, brand colors, and customer-facing wording.
- Decide which portal sections customers should see, such as cars, documents, events, messages, billing, or shop items.
- Review Billing settings before requiring payment during signup.
- Review Communications settings before sending portal invites or registration emails.
- If you plan to place code on your website, know who manages your website.
Set portal branding and customer visibility
Go to Settings > Customer portal.
The page title is Customer portal.
- Review Logo and colors
In Logo and colors, upload or confirm the logo and brand colors customers should see.
These choices may appear in the customer app, emails, and booking widget.
- Choose the customer language
In Language, choose the language used for customer-facing menus and messages.
- Review each vehicle page
In Each vehicle page, choose which sections customers can see on a car's page.
Turn on only what you are comfortable sharing with customers.
- Review Damage photos and marks
Decide what staff can see and what customers are allowed to see later.
This matters when your team documents condition, damage, or inspection notes.
- Set shop and schedule filter order
In Shop and schedule filters, drag customer tags into the order customers should see them.
- Choose customer community settings
In Customer community, turn chat channels on or off if your facility uses community features.
Expected result
Customers see a portal that matches your facility and only shows the information your team wants to share.
Copy customer login and website links
Go to Settings > Website & signup.
The page title is Website & signup.
- Copy the Customer login link
In Customer login link, click the copy button.
Use this link in emails, text messages, or a button on your website when existing customers need to open their portal.
- Test the link
Open the copied link in a private browser window or ask a teammate to test it.
You should see a customer sign-in page for your facility.
Expected result
You have a correct portal sign-in link that can be shared with customers or added to your website.
Add a booking box to your website
The booking box is a small widget you can paste into a website builder such as WordPress, Squarespace, Wix, or Webflow.
- Find Booking box for your website
On Settings > Website & signup, find Booking box for your website.
- Choose the widget options
Pick the size, button text, or display choices shown on the page.
- Copy the code
Copy the embed code.
- Send the code to your website helper
If you do not manage the website yourself, send the copied code to the person who does.
Tell them where the booking box should appear.
- Test the website page
After the code is added, open your public website and make sure the booking box loads correctly.
Set new customer signup and payment rules
If your facility accepts public customer signup, review what new customers must complete when they register.
- Find New customer signup & payment
On Settings > Website & signup, scroll to New customer signup & payment.
- Choose whether payment is required
Decide whether a new customer must add a card, choose a plan, pay immediately, or can join without payment.
If payment is required, make sure Billing settings are complete first.
- Save and test with a non-customer email
Save the settings, then test the signup flow with an internal test email before sharing it publicly.
Configure the public facility page
Your public facility page can show your landing page, listings, registration link, vendor invoice link, or marketplace content, depending on your settings.
- Find Public facility page
On Settings > Website & signup, scroll to Public facility page.
- Review the public page address
Confirm the page address, often called a slug.
Keep it short, recognizable, and close to your facility name.
- Add public page details
Add the public description, photos, services, reviews, and marketplace choices your team wants customers to see.
- Preview the page
Open the public page and confirm it looks correct before sharing it.
What success looks like
- The customer portal uses your logo, colors, and preferred language.
- Customers can see only the vehicle details your team wants to share.
- You have copied and tested the customer login link.
- Your website booking box is copied, added to your website if needed, and tested.
- Signup and payment rules match your onboarding process.
- Your public facility page looks ready before you share it.
Troubleshooting
What to do next
After portal and website settings are ready, invite a test customer first. Then follow Invite a customer to the portal for your real customers.