Inbox & follow-ups·Setup5 min read

Share your customer portal

Every customer gets a personal /c/<token> page with their quotes, receipts, current conversation, and files — here's how to share, brand, and toggle it.

In this guide

1. What the customer sees
2. Sharing the link
3. Branding it
4. Turning it off
5. Plan

Every customer of every Yesoma workspace gets a personal page at getyesoma.com/c/<their-token> showing the stuff between you and them — quotes, receipts, the current conversation, files you've shared. It's the closest a customer comes to "their own login," without any of the friction of one. This guide is how to share it, how to brand it, and how to turn it off if you don't want it.

1. What the customer sees

A mobile-first, single page in your brand color, with these blocks (each appears only when there's something in it):

One thing to do — the active quote with a pay-deposit CTA up top.
How was your experience? — a Google / Facebook / Yelp review prompt that only fires after a deposit clears or a case is won.
Current conversation — the message thread + a Reply Here composer so they can reply on the portal instead of digging up email.
Files for you — anything you've uploaded to their vault (contract, gallery, before/after photos, disclosures).
Notes from you — a free-text field where the customer tells you what to remember (allergies, preferred stylist, pets at home, etc.).
Quotes + Receipts with downloadable copies.
Refer a friend — only if you've turned the referral program on.
Your privacy — they can download a JSON of everything you hold, or request deletion.

The page reads only the customer's own data — it's safe to share publicly because the token IS the auth.

Two ways, both already wired up:

Automatic — every branded email

The portal link is added to the footer of every branded outbound email (replies, quotes, Quick Send). "View your account with <your business> · Quotes, receipts & updates in one place." Customers click it from any past email.

On any customer's admin page, the Share portal button in the header copies their personal URL to your clipboard. Paste into a WhatsApp message, DM, or a sticky note for a phone read-back.

3. Branding it

The portal renders in your brand color, with your logo + your business name + an optional tagline pulled from your Business Brain description.

Settings → Branding → Customer portal preview — a live mini-render that updates as you pick a color or upload a logo. What you see is what your customer sees.

If you haven't set a color yet, Yesoma infers one from your industry — hair salons get rose, cleaning gets emerald, photographers get deep blue, etc. — so even a default-branded portal feels intentional.

4. Turning it off

Settings → Branding → Customer portal card → flip the toggle. When off:

/c/<token> URLs return 404.
The auto-link is stripped from outbound email footers.
The admin Share-portal button hides.

Default is on. Turn it off if you'd rather not have a customer-facing surface at all.

5. Plan

Customer portal is on every plan. Some sub-features (in-portal reply, branded chrome) are Business+ since they share the branded-email infrastructure.