What your customers see when you send them a portal link

When you send a customer their portal link, they get a bookmarkable URL (no Plyrium login required) that shows everything tied to their account: upcoming visits, invoices to pay, quotes for review, the equipment we know is at their property, and service history.

Why magic-link, not signup

Most contractor customers are 50+, on phones, and won't remember a password they made for an invoice from your shop. Magic links to bookmarks are the right UX for this audience — same security model as Stripe payment links.

Sending the link

1. 1
   Open the customer's detail page

   /portal/customers → click any card.

2. 2
   Click 'Send portal link'

   Top of the page, next to New quote / New invoice.

3. 3
   We email it

   Sent to the customer's email of record. Subject line: 'Your [your business name] customer portal'.

4. 4
   Optional: copy + text it

   After sending, the URL surfaces in the UI so you can copy it into a text message — useful when the customer reads texts but ignores email.

What they see

• Greeting + your business name + your phone number.
• 4 summary tiles: Upcoming visits, Amount due, Open quotes, Equipment count.
• Upcoming appointments with date/time/duration/address.
• Invoices to pay (clickable through to your Stripe payment link).
• Quotes awaiting their decision (clickable through to the public quote page).
• Equipment at their property — type + brand + install date (no internal notes).
• Service history — past appointments with dates.

Token expiry + privacy

Each token works for 30 days. After that, send a fresh link from the customer detail page (the customer won't notice; the new link replaces the old in their bookmark). Tokens are 192-bit URL-safe random strings — unguessable. We log when each token was last used + the IP it was used from for audit purposes.