The Website & customer app settings control what customers see outside your staff dashboard: how the signed-in app looks, which links you share publicly, and how your facility page appears online.

Use this guide before you invite customers to sign in, add a booking box to your website, or publish your public facility page.

Before you start

• Complete Set up facility branding so previews show your logo and colors.
• Review Connect payment processing before turning on paid signup or shop items.
• Review Configure communications before sending portal invites or registration emails.
• If you plan to place code on your website, know who manages your website (WordPress, Squarespace, Wix, and similar).

Open Website & customer app settings

Go to Settings > Website & customer app.

The page title is Website & customer app.

Expected result: You see sections for customer app home layout, shareable links, the booking widget, and public facility pages.

Set up the customer app home screen

The customer app home screen is the first page customers see after they sign in.

1. Review Customer app home

   Scroll to the Customer app home section (near the top of the page).

   Use the live preview to see how the home screen will look on a phone.

2. Adjust header and banner

   Confirm the banner image, title, and subtitle match how you want to greet customers.

   Add call or text buttons if your team wants one-tap contact from the app home screen.

3. Choose dashboard sections

   Turn sections on or off, such as My Cars, Upcoming Events, or Shop tiles.

   Drag sections to reorder them.

   Why this matters: Customers should see the most important actions first (view cars, book service, pay invoices).

4. Review bottom navigation

   In Bottom navigation, choose which tabs appear at the bottom of the customer app and what each tab is called.

   Expected result: The preview matches the experience you want before you send invite emails.

Control what customers see on each vehicle page

1. Find Car detail page layout

   Scroll to Car detail page layout (or Each vehicle page on older layouts).

2. Turn sections on or off

   Choose which cards customers can see on a vehicle page (photos, service history, documents, and similar).

   Turn off anything that should stay internal to your team.

3. Review damage photo visibility

   Decide whether customers can see damage photos and inspection marks, or only staff can see them.

   Why this matters: Some facilities share condition photos with owners; others keep inspection notes staff-only.

Copy customer login and website links

1. Find Customer login link

   Scroll to Customer login link (or Shareable links near the top of the page).

   Click the Copy button next to the customer sign-in URL.

2. Test the link

   Open the copied link in a private browser window.

   Expected result: You see a customer sign-in page with your facility name and branding—not the staff dashboard.

For a full guide on which link to share when, read Choose the right public link to share.

Add a booking box to your website

The booking box is a small widget you paste into a website builder such as WordPress, Squarespace, Wix, or Webflow.

1. Find Booking box for your website

   On Settings > Website & customer app, find Booking box for your website.

2. Choose widget options

   Pick the size, button text, or display choices shown on the page.

3. Copy the embed code

   Click Copy to copy the HTML embed code.

4. Paste on your website

   Send the code to whoever manages your website, or paste it yourself into an HTML or embed block.

   Expected result: The booking box loads on your public website and lets customers schedule without calling first.

For step-by-step website instructions, read Add a website embed.

Configure the public facility page

Your public facility page can show your landing page, registration link, marketplace listings, and vendor invoice portal depending on your settings.

1. Find Public facility page

   Scroll to Public facility page.

2. Turn the page on

   Enable the public page and confirm the page address (often called a slug).

   Keep it short and close to your facility name.

3. Add public details

   Add description, photos, services, reviews, and marketplace options your team wants customers to see.

4. Preview before sharing

   Open the public page in a new tab and confirm it looks correct.

   Expected result: A stranger can learn about your facility and find the right next step (register, browse cars, or sign in).

For a detailed landing page walkthrough, read Configure the facility landing page.

Set up the customer shop

If customers can buy products or add-ons in the portal (detailing packages, storage extras, merchandise), use the Customer shop section to control how those items appear.

1. Find Customer shop

   On Settings > Website & customer app, scroll to Customer shop (or use the #customer-shop link on the page).

2. Choose how product options display

   Find Group product options.

   • On: Products with several price choices appear as one card. Customers tap the card to see all options (cleaner shop page).
   • Off: Each price option appears as its own card (more detail at a glance).

   Why this matters: A storage facility with many add-on sizes looks less cluttered when options are grouped.

3. Set tag display order (optional)

   Below Group product options, find Customer tag display order.

   Drag tags into the order you want customers to see on vehicle cards in the portal.

   Click Save order after you rearrange tags.

   Expected result: Vehicle tags in the customer app follow your chosen order (for example VIP before Monthly wash).

Turn on Community chat for customers

Community lets customers join chat channels your team manages in Marketing & Events.

1. Find Community

   Scroll to Community on Settings > Website & customer app.

2. Turn Community Channels on

   Turn on Community Channels when you are ready for customers to see a Community tab in the portal.

   Why this matters: Community is optional. Many facilities turn it on after they create at least one channel and set expectations for staff monitoring.

3. Create and manage channels

   After you turn Community on, set up channels in Marketing & Events > Community. See Manage community channels.

Set registration and onboarding (quick pointer)

Public registration and first-login steps moved to their own Settings page:

• Public registration form (questions strangers answer online): Configure customer onboarding.
• Steps after sign-in (contracts, uploads, payment): same guide, Customer app onboarding section.
• Approve new registrations: Review and approve registration requests.

What success looks like

• The customer app home screen shows the sections and tabs your team wants customers to use.
• Vehicle pages show only information your team is comfortable sharing.
• Shop and tag settings match how you want products and labels to appear (if you use the customer shop).
• Community is on only when channels are ready and staff can monitor messages.
• You copied and tested the customer login link in a private browser window.
• Your website booking box loads correctly (if you use one).
• Your public facility page looks ready before you share it on social media or email signatures.

Troubleshooting

What to do next

• Set up registration and first-login steps in Configure customer onboarding.
• Invite a test customer first, then follow Invite a customer to the portal.
• Use Go-live checklist for public pages before marketing your public links widely.