How do I give my customers a link to sign in and see their documents?
Claim a short web address under General. Depending on your plan, that address becomes the page your customers use to sign in.
Under General, organization admins can claim a short web address for their business. Depending on your plan, that address becomes the page your customers use to sign in and see their own documents and payments. This card only shows up for admins, if you're not one, you won't see it on the General tab at all.
Claim your web address
- Go to Settings, then the General tab, and scroll down to Your web address.
- Type a short name for your business, lowercase letters, numbers and hyphens, 3 to 63 characters.
- Click Save address. It's yours the moment it saves, nobody else can claim the same name once you have it.
If your plan includes the client portal
If your plan includes it, a sign-in link appears above the form as soon as you've saved a web address. Click Copy and send that link to your customers. When a customer opens it, they type the email address you already have on file for them, and we send them a one-time sign-in link, they never set a password. This only works for an email address that's already saved on one of your contacts, someone who isn't a contact of yours yet still sees a generic "check your email" message, but nothing is actually sent to them.
If your plan doesn't include it yet
You can still claim your web address now, it's reserved and waiting for you. You won't see a sign-in link until your plan includes the client portal, once it does, the name you already picked starts working on its own, you don't need to redo anything.
Changing or removing it
Type a new name and click Save change to switch it, or click Remove address to drop it entirely. Removing it immediately breaks every sign-in link you've already sent your customers, only do this if you mean to stop them using it.
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More in Settings and your account
The other guides people read alongside this one.
- Where do I go to change something about my account or business?
Click Settings in the sidebar, it opens into a list of areas, click the one you need.
- How do I update my business name, logo, contact details or address?
Go to Settings, then General, update whatever's changed and press Save changes. Only admins can save.
- How do I set my timezone and business hours?
Set them on the General tab. Your AI assistant and your scheduling tools both use these to know when you're actually open.
- How do I add extra fields to a conversation, like an order number?
An admin defines the field once under Settings, then anyone in your inbox can fill it in on any conversation.
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