> ## Documentation Index > Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Configure portal and website > Set up shareable links, the customer app, marketplace, and your public facility page before inviting customers. The **Website & customer app** settings control what customers see outside your staff dashboard: how the signed-in app looks, which links you share publicly, and how your facility page appears online. Use this guide before you invite customers to sign in, add a booking widget to your website, or publish your public facility page. ## What you will accomplish * Copy and test **Shareable links** (customer login, registration, public page, marketplace). * Arrange the signed-in **Customer app** using the live preview. * Choose **Marketplace** visibility if you list cars or products. * Preview your **Public website** before you post the link. * Turn on **Community** and the **Website schedule widget** only when you are ready. > [!NOTE] > > **Related settings live on other pages** > > * **Logo and colors:** [Settings > General](https://www.carstoragesoftware.com/dashboard/settings/general) under **Facility profile**. The old [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) link opens the same place. See [Set up your facility name, logo, and colors](/docs/settings/set-up-facility-branding.md). > * **Registration form and first-login steps:** [Settings > Customer onboarding](https://www.carstoragesoftware.com/dashboard/settings/customer-onboarding) — see [Configure customer onboarding](/docs/settings/configure-customer-onboarding.md). > * **Custom domain:** [Settings > Custom domain](https://www.carstoragesoftware.com/dashboard/settings/custom-domain) — see [Connect a custom domain](/docs/facility-web-pages/connect-a-custom-domain.md). ## Before you start * Complete [Set up your facility name, logo, and colors](/docs/settings/set-up-facility-branding.md) so previews show your logo and colors. * Review [Connect payment processing](/docs/settings/connect-payment-processing.md) before turning on paid signup or shop items. * Review [Configure communications](/docs/settings/configure-communications.md) before sending portal invites or registration emails. * If you plan to place code on your website, know who manages your website (WordPress, Squarespace, Wix, and similar). ## Open Website & customer app settings Go to [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website). The page title is **Website & customer app**. ![Website and customer app settings showing Shareable links cards for Customer login, Main page, Registration, Marketplace, and Vendor invoices](https://mintcdn.com/carstoragesoftware/HrLVUvqKt7UkSq2X/images/settings/settings-website-customer-app-sep15.webp?fit=max\&auto=format\&n=HrLVUvqKt7UkSq2X\&q=85\&s=2800c981f314f9ab73304f459ac6d590) ***Shareable links** sit at the top. Each card has **Copy** and **Open** so you can test a link before you send it.* **Expected result:** You see **Shareable links** first, then **Customer app**, **Marketplace**, and **Public website** as you scroll down. ## Copy shareable links first Most teams start here because you need these URLs for emails, your website, and text messages. **1. Find Shareable links** At the top of [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website), find **Shareable links**. Common cards include: * **Customer login** — sign-in for existing customers * **Main page** — your public landing page * **Registration** — new customer storage inquiry form * **Marketplace** — cars for sale customers can browse * **Vendor invoices** — a link for vendors to submit invoices **2. Copy the customer login link** On the **Customer login** card, click **Copy**. **Why this matters:** This is the link you send when you invite someone to the portal. It is not the same as your staff dashboard link. **3. Test in a private browser window** Click **Open**, or paste the link into a private or incognito window. **Expected result:** You see a customer sign-in page with your facility name and logo — not the staff [Dashboard](https://www.carstoragesoftware.com/dashboard). > [!WARNING] > > **Do not share dashboard links** > > Staff dashboard links start with `/dashboard`. Those are for your team only. Always copy from **Shareable links**. For a full guide on which link to share when, read [Choose the right public link to share](/docs/facility-web-pages/choose-the-right-public-link.md). For printable QR codes that stay stable when you change destinations, read [Set up printable QR codes](/docs/settings/set-up-printable-qr-codes.md). ## Set up the customer app The customer app is the first page customers see after they sign in. **1. Scroll to Customer app** Find **Customer app** under **Shareable links**. Use the **LIVE PREVIEW** and the page tabs (**Home**, **Events**, **Cars**, **Schedule**, **Shop**, and others) to switch pages. **2. Reorder sections on Home, Events, and Cars** Turn sections on or off, then drag them into the order customers should see. On **Cars**, you can also allow customers to add vehicles. On **Shop**, configure catalog display, pricing, and filter tags. Changes save automatically. **3. Watch the preview update** Tap the bottom tabs in the preview to confirm each page. **Expected result:** The preview matches the experience you want before you send invite emails. > [!TIP] > > **Preview vs real customer view** > > The preview on this settings page shows layout and colors. After you save, sign in as a test customer using the **Customer login** link to confirm the live portal matches what you expect. ## Set Marketplace visibility **1. Find Marketplace** Scroll to **Marketplace**. **2. Choose who can browse** Turn the marketplace on or off, then choose who can see cars and products. Choose **Public** only when you want guests (people who are not signed in) to browse. **Expected result:** The **Marketplace** shareable link matches the visibility you chose. ## Configure the public website ![Public website section on Website and customer app settings with a live preview of the facility page](https://mintcdn.com/carstoragesoftware/HrLVUvqKt7UkSq2X/images/settings/settings-website-public-pages-sep15.webp?fit=max\&auto=format\&n=HrLVUvqKt7UkSq2X\&q=85\&s=9d38f45db52629e32faf1d403c66e913) ***Public website** includes a live preview. Change the slug, banner, or content blocks and watch the preview update.* **1. Scroll to Public website** Find **Public website** on [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website). **2. Turn the page on and check the address** Enable the public page and confirm the page address (often called a **slug**). Keep it short and close to your facility name. **3. Add public details** Add description, photos, services, and reviews your team wants customers to see. To reuse content from a previous website, add an **HTML** block (see [Add custom HTML](/docs/facility-web-pages/configure-the-facility-landing-page.md#add-custom-html)). **4. Preview before sharing** Open the public page in a new tab and confirm it looks correct. **Expected result:** A stranger can learn about your facility and find the right next step (register, browse cars, or sign in). For a detailed landing page walkthrough, read [Configure the facility landing page](/docs/facility-web-pages/configure-the-facility-landing-page.md). ## Control what customers see on each car page **1. Scroll to Car page** Find **Car page**. This controls which blocks appear inside the **Vehicle Details** card when a customer opens one of their cars. **2. Turn sections on or off** Show or hide photos, service history, documents, and market data. Turn off anything that should stay internal to your team. **Why this matters:** Some facilities share condition photos with owners; others keep inspection notes staff-only. ## Add a website schedule widget The **Website schedule widget** is a small embed you paste into a website builder such as WordPress, Squarespace, Wix, or Webflow. **1. Scroll to Website schedule widget** On [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website), scroll to **Website schedule widget**. **2. Copy the embed code** Click **Copy** to copy the HTML embed code. **3. Paste on your website** Send the code to whoever manages your website, or paste it yourself into an HTML or embed block. **Expected result:** The schedule widget loads on your public website and lets customers book without calling first. For step-by-step website instructions, read [Add a website embed](/docs/facility-web-pages/add-a-website-embed.md). ## Turn on Community chat (optional) **Community** lets customers join chat channels your team manages in Marketing & Events. **1. Find Community** Scroll to **Community**. **2. Turn Community on only when you are ready** Turn it on when you have at least one channel and staff who can monitor messages. Then create channels in [Marketing & Events > Community](https://www.carstoragesoftware.com/dashboard/marketing/community). See [Manage community channels](/docs/marketing-events/manage-community-channels.md). ## Set registration and onboarding (quick pointer) Public registration and first-login steps live on their own Settings page: * **Public registration form:** [Configure customer onboarding](/docs/settings/configure-customer-onboarding.md). * **Steps after sign-in:** same guide, **Customer app onboarding** section. * **Approve new registrations:** [Review and approve registration requests](/docs/facility-web-pages/review-and-approve-registration-requests.md). ## What success looks like * You copied and tested the **Customer login** link in a private browser window. * The customer app preview shows the sections and tabs your team wants customers to use. * Marketplace visibility matches who should browse cars and products. * Your public facility page looks ready before you share it. * Community and the schedule widget are on only when staff can support them. ## Troubleshooting > [!WARNING] > > **The customer login link opens the staff dashboard** > > You may have copied the wrong URL. Copy again from **Shareable links** on [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website). > [!WARNING] > > **The schedule widget does not appear on my website** > > Confirm the full embed code was pasted into an HTML or embed block. Some website builders require a "Custom HTML" element. > [!WARNING] > > **Customers see sections they should not see** > > Review **Car page** and the **Customer app** preview. Turn off staff-only sections until you are ready to share them. > [!WARNING] > > **Customers cannot pay during signup** > > Check [Settings > Billing](https://www.carstoragesoftware.com/dashboard/settings/billing) and [Configure customer onboarding](/docs/settings/configure-customer-onboarding.md). Payment processing and onboarding payment steps must both be configured. ## What to do next * Set up registration and first-login steps in [Configure customer onboarding](/docs/settings/configure-customer-onboarding.md). * Invite a test customer first, then follow [Invite a customer to the portal](/docs/contacts/invite-a-customer-to-the-portal.md). * Use [Go-live checklist for public pages](/docs/facility-web-pages/go-live-checklist-for-public-pages.md) before marketing your public links widely. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.