before sending the portal link to a customer, preview it yourself. the preview button on the portal config opens the live portal in a new tab so you can see exactly what they'll see.
the portal url card has a "preview" button next to copy.
opens the portal in a new tab. you'll land on the sign-in page; from there you can sign in as yourself or any customer email to see their data.
the portal config has an "email preview" button that renders the magic-link email so you can review the copy before customers receive it.
we respond to every message within 24 hours.
enable yaupon and customers can sign in to see their bookings, invoices, files, and message history with you.
send an invite link or magic-login email so they can log in without setting a password.
yaupon's default look is clean but generic. swap in your logo, your brand color, and your business name and the portal feels like it belongs to your business — not to wymzy.