Give customers access to the Portal

01Invite a customer

1. When you add a customer, leave Don’t send welcome email yet unticked. Garrison creates their Portal access and emails them.
2. Held off at first? Edit the customer, untick Email not available yet, enter their email and save. That sends the welcome email.
3. Make sure they’re the customer on the right project, so it shows up for them.

02How customers sign in

1. Customers use your business’s own Portal sign-in page. The link is in their welcome email.
2. They enter their Email and select Send verification code.
3. They type the code from the email and select Verify & Sign In. There’s no password to remember.

Customers can’t sign up by themselves. If one can’t get in, check the email on their customer record.

03What customers can do

1. Their Dashboard shows their projects, open estimates and any invoices with a balance.
2. On a project they see Billing and Documents, the Photos you’ve shared, and permit and warranty details when there are any.
3. They approve an estimate with Select This Option, sign documents with Sign, and pay with Pay Now.

04Choose what they see

1. Photos appear once you turn on Show in Client Portal for the project and Include in Client Portal for each area.
2. Documents appear once you choose Add to Portal on them.
3. See Organize photos and documents for the details.