ClickSabi Pro
Branding & Customer Portal
Customer Portal settings
Decide what homeowners see and how invitations behave.
1 min readLast updated
What homeowners see
Toggles for project schedule, shared documents, payment milestones, and warranty and maintenance. Shared documents means only documents explicitly marked as shared.
Internal notes
Internal notes are never shown to homeowners and are kept off by design.
Invitations
Set the invitation expiry in days and the reply-to address, invite automatically when a proposal is accepted, and remind uninvited customers weekly.
Previewing
Use the Portal tab on a contact record to see the customer's view for that relationship.
Related articles
- Projects & DeliveryWhat the customer sees of a projectThe shared view, and what never crosses to the customer.
- Contacts & MessagesInviting a customer to connectHow the invitation works and what happens when it is accepted.
- Branding & Customer PortalSetting up your brandingLogo, colours, introduction and where branding is applied.
- Warranty & System CareTracking your warrantiesWhere warranty coverage is recorded and how to read it.
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