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Your customers have their own account on your public site, at <your-handle>.mysoftbooq.com/account. They sign in with a 6-digit code sent to their email. There is no password and no user licence to buy: customers are not users of your workspace.

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What your customers see

  • Invoices: pay online, download the PDF or the e-invoice
  • Orders: track them, and Order again
  • Quotes: respond to them
  • Contracts, credit notes, returns, payment plans, reminders and bookings
  • Support requests: raise one, reply, and rate the answer (Softbooq Pro)
  • Projects (Softbooq Plus and Pro) and documents you share with them
  • Saved card or direct debit, and Your details
  • Your data: download a copy, or ask for their data to be erased
Each section shows only what belongs to that customer. The customer account itself is included on every plan.

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Give someone access

Access is managed on the customer’s record in CRM, in the Customer account panel.
1

Open the customer in CRM

The Customer account panel lists who can sign in, and when they last did.
2

Enter their email under Email address to invite, then Invite

They receive an email with a sign-in link. Copy sign-in link gives you the same link to send yourself.
Anyone using the email address on the customer record can also sign in on their own, unless self sign-in is switched off for your workspace. Then only people you invite can sign in. To take access away, choose Remove access. They are signed out on their next click.

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See also

Storefront

Your online shop on the same site.

CRM

Customer records, where access is managed.

Landing page

The home page of your public site.