Customer portal settings

Settings → Customer Portal AI V2 is where the portal is built. Everything your customers see is decided here.

The screen has three parts: a menu of portal pages down the left, a phone preview in the middle that is live and clickable, and the settings of whichever page you are on down the right. Change something and the preview changes with it; Update saves.

Settings → Customer Portal AI V2 → Money

What each page controls

Group	Page	What it decides
Before sign-in	Landing page	The public page: tagline, About us, cover photo, and whether it is public at all
	Sign in / Sign up	The sign-in page, whether Create account is offered, and which fields it asks for
	Guest request	Whether people without an account can send a request, and what they are asked
After sign-in	Home	What a signed-in customer sees first — next visit, payments due, equipment
	Request form	One entry per request form: which steps it asks, including Location and Contract, and the wording of each
	Request list	What a customer sees on a request — visit details, photos, job card, feedback, Book again
	Menu, Equipment	The account menu, and the equipment list
Portal settings	Services	The order services appear in, the name customers see, hiding one, and the words customers use for it
	Money	Service prices, the booking fee, and invoices — see booking amount
	Brand	Logo, colour, tagline, About us, cover photo
Tools	AI assistant	The Say what you need box — see the assistant
	Share portal	The portal link: Copy, Email, a QR code, and View as customer

Sharing the link

Share portal is how the link reaches people. Copy puts it on the clipboard, Email opens your mail app with it, and the QR code is for a van, an invoice or a shop window — a customer photographs it and lands on your portal.

View as customer opens the portal as one of your clients sees it. Worth doing after any change, because the preview shows one page at a time and the real thing shows the lot.

Back, at the top left, returns to Settings.