What you will accomplish

Existing customers will have a simple Customer login link on your website, emails, or printed materials. They can open their portal without calling your office for the address.

When to use this guide

Use this guide when someone who already has a customer account needs to sign in to the portal.

This is not the link for brand-new prospects. New customers usually start with Set up customer registration or your public facility page first.

Before you start

• Your logo and colors look correct in Settings > Branding.
• You can open Settings > Website & customer app.
• You know where customers should find the link (website header, welcome email, printed packet).
• If you use a custom domain, test it with Connect a custom domain before sharing widely.

Step 1: Open Website & customer app settings

1. Open Settings

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

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

   Expected result: The page title is Website & customer app.

2. Find Shareable links

   Scroll to the Shareable links section near the top of the page.

   Expected result: You see cards such as Customer login, Main page, Registration, and Vendor invoices.

Step 2: Copy the Customer login link

1. Find the Customer login card

   Look for the card labeled Customer login.

   The description should mention sign-in for existing customers using the portal.

2. Click Copy

   Click Copy on that card.

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

3. Optional: click Open to preview

   Click Open if you want to see the sign-in page before you send the link.

   Expected result: A new tab shows the customer sign-in page—not the staff dashboard.

Step 3: Decide where the link should appear

Choose places customers already look for login access:

• A Customer Login button in your website header.
• A link on your storage or contact page.
• Your new customer welcome email (after they are invited).
• Your team’s email signature.
• A printed welcome sheet or QR code at the facility.

Use simple wording such as Customer Login or Open your customer portal.

Step 3b: Create a QR code (optional)

A QR code lets customers scan a sign at your front desk instead of typing a long web address.

1. Copy the Customer login link

   From Shareable links, click Copy on the Customer login card.

2. Open the QR code page

   Go to QR code generator in your dashboard. You can also paste your copied link into the page when it asks for a URL.

   Expected result: A square QR code appears on screen.

3. Download and print

   Click Download to save the image. Print it for your front desk, welcome packet, or facility signage.

   Why this matters: Many customers are more comfortable scanning a code than typing a web address on their phone.

4. Test the code with your own phone

   Scan the printed code. Confirm it opens the customer sign-in page—not the staff dashboard.

Step 4: Add the link to your website or message

If you manage your website, add the link as a button or menu item.

If someone else manages your website, send a clear request:

For email, use clear link text:

Step 5: Test the link like a customer

1. Open a private browser window

   Use private/incognito mode or a browser where you are not signed in as staff.

2. Paste the link and open it

   Confirm the page matches the screenshot below.

Check:

• The page does not show the staff dashboard sidebar.
• Your facility name or branding looks correct.
• The page asks for the customer’s email address.
• The page is readable on a phone-sized screen.

Expected result

Customers can reach sign-in without extra instructions from your team.

Step 6: Tell customers what to expect

When you share the login link, add one short sentence:

What success looks like

• Your team copied Customer login from Shareable links.
• The link appears where customers can find it easily.
• You tested the link outside the staff dashboard.
• Customers know to sign in with the email on their account in Contacts.

Troubleshooting

What to do next

Add the login link to your website, welcome emails, invoices, and staff signatures. If prospects still need to request storage, share the Registration link from the same Shareable links section—or follow Choose the right public link to share.