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Company Settings: Customer Portal
Company Settings: Customer Portal

This article will show you how to add documents and a booking redirect URL to the customer portal.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over a week ago


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1. Click on Company Settings

Click on  Company Settings

2. Click on Customer Portal

Click on Customer Portal

3. Click on Browse

From your file menu, select the document you would like to upload.

Click on Browse

4. To add a Booking Redirect URL, copy a website URL.

We have a separate help article on this called "How to Use the Booking Redirect URL."

Note: If you would rather your client be redirected the static "Thank You" landing page with your logo, you can skip steps 4 & 5.

To add a Booking Redirect URL, copy a website URL.

5. Paste URL

Paste URL

6. Click on Save

Click on Save


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