Skip to main content

​
What you will accomplish

You will know which link to send to each person, copy it without typos, test it once in a private browser window, and add one clear sentence so they know what to do next.

​
When to use this guide

Use this guide when someone asks, “What link should I send?” You might hear that question when:
  • A customer cannot find the portal sign-in page
  • A prospect wants to request storage online
  • A vendor asks where to email or upload an invoice
  • Your website helper needs the correct button or embed code
  • You are not sure whether to share the facility page, registration form, marketplace, or login link
Staff links are not customer linksIf the link in your browser starts with /dashboard, it is for your staff team only. Copy customer-facing links from Settings > Website & customer app under Shareable links.

​
Before you start

  • You can open Settings > Website & customer app.
  • Your Public website is turned on if you plan to share facility, registration, marketplace, or vendor invoice links.
  • You know who will open the link: a new prospect, an existing customer, a vendor, a shopper, or your website helper.
  • You have a few minutes to test the link in a private browser window before you send it.
Shareable links section showing Customer login, Main page, Registration, Marketplace, and Vendor invoices cards with Copy buttons
Open Website & customer app and use Shareable links near the top. Each card has Copy and Open buttons—including Marketplace for shoppers.

​
Step 1: Open Website & customer app

1

Go to Website & customer app

In the dashboard sidebar, open Settings, then choose Website & customer app.You can also go directly to Settings > Website & customer app.Expected result: The page title is Website & customer app. You see Shareable links near the top—not the staff dashboard address from your browser.
2

Find Shareable links

Near the top, find the Shareable links section.You will see cards such as:
  • Customer login — for existing customers who already have a portal account
  • Main page — your public facility landing page
  • Registration — for new prospects requesting storage
  • Marketplace — for shoppers who should browse cars for sale and products with online checkout
  • Vendor invoices — for outside providers submitting invoices
Scroll down for Public website (page content and toggles) and Website schedule widget (embed code for your existing website).Expected result: You know where to copy each type of link before you paste it into an email or website.
Shareable links section showing Customer login, Main page, Registration, Marketplace, and Vendor invoices with Copy and Open buttons
Use Copy on the card that matches the person’s goal. Click Open to preview before you send the link. Answer this question first: What should this person do when they click?
Prospect means someone who is not a customer yet. Customer means someone who already has a record and portal access at your facility.

​
What each public page looks like

These screenshots help you confirm you picked the right link before you send it.
Public facility page showing facility name, services, and buttons for customer actions on a populated demo facility
The public facility page is a good first link for prospects who need to learn about your facility.
Public registration form where a prospect enters contact and vehicle information
The registration page is for new prospects who should request storage or share vehicle details.
Public product marketplace showing storage plans and purchase options
The product marketplace is for shoppers who should buy a plan or service online—not for staff billing.
Public vehicle marketplace showing cars listed for sale with prices and Express interest buttons
The vehicle marketplace is for cars your team listed for sale. Shoppers browse here—they do not use this page to buy storage plans.
Marketplace is now a Shareable link cardYou no longer need to build marketplace URLs by hand. Copy Marketplace from Shareable links, then send shoppers to the Cars or Products tab on the public page. Use Main page when prospects should learn about your facility first—not when they are ready to shop.

​
Step 3: Turn on Public Facility Pages when needed

If a link shows “not found,” the public page may be off—or a Shareable links card may be hidden because that feature is not enabled yet.
1

Open Public website settings

On Settings > Website & customer app, scroll to Public website.
2

Turn on Public Facility Pages

Turn on Public Facility Pages when prospects, shoppers, or vendors should use your public links.
3

Enable the matching section in Page editor

In the Page editor, turn on Marketplace, Registration form (or Storage inquiry), or Vendor invoice portal only when your team is ready to support each action.Why this matters: Registration and Vendor invoices cards in Shareable links appear only after those sections are enabled.
4

Copy the link again

After settings save automatically, copy the link from Shareable links at the top of the page. Do not retype it.Expected result: The link opens your facility name and the correct public page—not a staff sign-in screen.
Public website settings showing Page editor with Marketplace, Registration, and Vendor invoice portal sections
Turn features on in the Page editor, then copy matching links from Shareable links at the top.
1

Use the Copy button

Click Copy on the Shareable links card you need. Paste the full address into your email, text, or website ticket.Why this matters: One wrong character can send someone to an error page. Copying prevents typos.
2

Optional: click Open first

Click Open on the same card if you want to confirm the page before you send it.Expected result: A new browser tab shows the public page—not the staff dashboard.
3

Write one sentence for the reader

Do not send a bare link. Tell the person what to do.Examples:
  • “Use this link to request storage and tell us about your vehicle.”
  • “Use this link to open your customer portal. Sign in with the email we have on file for you.”
  • “Use this link to submit your invoice and upload your PDF.”
Expected result: The reader knows the goal before they click.
1

Open a private browser window

Use a private or incognito window—or a browser where you are not signed in to the staff dashboard.
2

Paste the link and open it

Confirm:
  • The page opens without asking for a staff login
  • Your facility name looks correct
  • The page matches what you told the person to do (register, sign in, shop, or submit an invoice)
  • The page is readable on a phone-sized screen
Expected result: You would feel comfortable sending this link to a real customer, prospect, or vendor.

​
What success looks like

  • The link matches the person’s goal (prospect, customer, vendor, or shopper).
  • The link opens a public or customer-facing page, not /dashboard.
  • You tested the link in a private window before sharing it.
  • Your message includes one clear sentence about what to do next.

​
Troubleshooting

The page says not foundOpen Settings > Website & customer app. Under Public website, confirm Public Facility Pages is on and your Facility slug is saved. In the Page editor, turn on the Marketplace, Registration form, or Vendor invoice portal section if that link requires it.
The customer sees a staff sign-in pageYou may have copied a staff dashboard link. Go back to Shareable links and copy Customer login or Main page.
The customer cannot sign inAsk them to use the email on their record in Contacts. If the email is wrong, update the customer record, then send the login link again. See Share customer login links.
I need something on our websiteFor a branded badge embed or website buttons, use Add a website embed. For login only, use Share customer login links.

​
What to do next