Portal Invites & Verification

Portal Invites & Verification

Inviting Customers to the Portal

There are three ways customers get access to their portal:

1. •Automatic welcome — When you add a new customer with portal access enabled, a welcome message is sent automatically (if the Customer Welcome automation is on)
2. •Manual invite — Click the ... menu on any customer → Send Portal Invite
3. •Share the link — Click ... → Open Portal to view it yourself, then share the URL

Portal Verification

For security, customers must verify their identity the first time they visit:

1. •They click their portal link
2. •A "Verify your identity" screen appears
3. •They click "Send verification code"
4. •A 6-digit code is sent to their email and/or phone on file
5. •They enter the code
6. •Access is granted for 30 days (via a secure cookie)

After verification, customers can access the portal freely for 30 days without re-verifying.

Customizing the Invite Message

Go to Settings → Templates to edit the Customer Welcome and Portal Invite templates. Use merge tags like {{customer_name}}, {{business_name}}, and {{portal_link}}.

Test Mode

Portal invites go through the standard notification pipeline. When Test Mode is enabled in Settings → Notifications, invite messages redirect to your test address instead of the customer.