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What you will accomplish

You will shape the customer mobile app—the screens customers see after they sign in at Customer login. You will choose what appears at the top of Home, which sections show on each page, and which tabs appear at the bottom. When you finish, customers will see a portal that looks like your facility, not a generic app.

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When to use this guide

Use this guide when:
  • You are preparing to invite customers to the portal for the first time
  • Customers say they cannot find Events, Cars, or Billing on their phone
  • You want the mobile home screen to highlight photos, upcoming work, or a call button
  • You finished Configure the facility landing page and are ready to polish the signed-in experience
Public page vs customer appThe public facility page is for anyone on the internet (prospects). The customer app is for people who already signed in. You edit both on Settings > Website & customer app, but they are different sections on that page.

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Before you start

  • Your logo and colors look correct in Settings > Branding.
  • You can open Settings > Website & customer app.
  • You know what customers should do most often (view cars, see upcoming events, pay an invoice, call your office).
  • You have at least one customer record if you want to preview real data (optional but helpful).

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Step 1: Open Customer app settings

1

Go to Website & customer app

In the dashboard sidebar, open Settings, then Website & customer app.You can also go directly to Settings > Website & customer app.Expected result: You see Shareable links at the top. Scroll down to find Customer app.
2

Find the live preview and page row

The Customer app section shows a phone-sized live preview and a row of page names: Home, Events, Cars, Schedule, Shop, Billing, Documents, and Settings.Click a name to edit that page. Start on Home for the greeting and bottom tabs.Why this matters: Every change saves automatically. The preview shows what signed-in customers will see—not the public website.
Each page has its own settingsHome is the greeting and bottom tabs. Shop is prices and filter tags. Cars includes Customers can add cars.See Configure the customer shop and Let customers add their own cars when you leave the home screen.
Website and customer app settings showing Customer app section with live phone preview and layout controls
The Customer app section includes a live phone preview. Scroll here after Shareable links when you customize the signed-in experience.

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Step 2: Set up the header

The header is the top of the customer home screen—usually your facility name, a short greeting, and quick action buttons.
1

Open Header settings

In the Customer app section, expand Header (or click the header area in the preview).Expected result: You see fields for title, subtitle, logo toggle, and header action buttons.
2

Write a friendly title and subtitle

Use plain language customers understand.Good title example: Welcome back, Good subtitle example: Your vehicles and upcoming eventsWhy {firstName} helps: The app fills in the customer’s first name when they sign in. It feels personal without extra work for your team.
3

Turn Show logo on or off

Leave Show logo on if you want your facility mark next to the greeting. Turn it off if the banner image below already shows your brand clearly.
4

Add header action buttons (optional)

Header actions are shortcuts—common choices include Call us, View events, or Contact.Keep one or two actions. Too many buttons confuse customers on a small screen.
Customer app header settings showing title template, subtitle, show logo switch, and header action buttons
Use the Header section to set the greeting and optional quick-action buttons at the top of the customer home screen.

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Expected result

The live preview shows your facility name, greeting, and any header buttons you added.

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Step 3: Choose home screen sections

Home sections are the blocks below the header—photo gallery, upcoming events, cars, billing shortcuts, and similar items.
1

Open Home sections

Expand Home sections (sometimes labeled Widgets in the preview).Expected result: You see a list of sections with switches and drag handles.
2

Turn on sections customers need

Common sections include:
  • Photo gallery — facility or vehicle photos
  • Upcoming events — drop-offs, pickups, service appointments
  • My cars — vehicles linked to the customer
  • Billing or payment shortcuts — when customers pay online
Turn off sections you are not ready to support. An empty section frustrates customers.
3

Drag sections into a helpful order

Put the most important section first. Many facilities use: Upcoming events → My cars → Photo gallery.Why order matters: Customers on phones rarely scroll far. Put what they need first.
4

Edit section titles when needed

Click a section to change its Title or Subtitle. Use words your customers already use (“Your cars” instead of “Vehicle inventory”).
Customer app home sections list with visibility toggles and drag handles next to the phone preview
Turn sections on or off and drag to reorder. The phone preview updates as you edit.
Match sections to what your facility offersIf you do not use online billing yet, turn off billing sections until Connect payment processing is ready. Customers trust the portal more when every visible button works.

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Step 4: Set bottom navigation

Bottom navigation is the row of icons along the bottom of the phone screen—like Home, Events, Cars, Billing, and More.
1

Open Bottom navigation

Expand Bottom navigation in the Customer app section.Expected result: You see each tab with a label, icon, and link target.
2

Keep four or five tabs maximum

Most customers use thumbs on a phone. Four or five tabs is easier than seven.A simple set: Home · Events · Cars · Shop · Billing
3

Remove tabs you do not use

Click Remove on tabs that would open empty pages. You can add them back later when that feature is ready.
4

Check each tab link

Each tab should open a useful page inside the customer portal. If a tab goes nowhere, customers will think the app is broken.
Customer app bottom tabs settings showing tab labels, icons, and remove buttons beside the phone preview
Bottom navigation should match how customers think about your service—Home, Events, Cars, and Billing are common choices.

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Step 5: Preview like a customer

1

Copy Customer login

Scroll to the top of Settings > Website & customer app. In Shareable links, click Copy on Customer login.See Share customer login links if you need help.
2

Open a private browser window

Use private or incognito mode—or a phone where you are not signed in as staff.
3

Sign in as a test customer

Paste the login link. Enter an email from a test customer in Contacts.Expected result: After sign-in, the home screen matches the layout you configured—header, sections, and bottom tabs.
Customer portal home screen on a phone showing facility greeting, upcoming events, and bottom navigation
Compare the settings preview with a real customer sign-in on a phone. The home screen should match the layout you configured—header, sections, and bottom navigation.

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What success looks like

  • The customer home screen shows your facility name and a clear greeting.
  • Every visible home section has real content (or is turned off).
  • Bottom tabs open the pages customers need most.
  • You tested the layout on a phone or narrow browser window.
  • Your team waited to send Customer login links until this layout looked ready.

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Troubleshooting

The preview looks emptyThe preview may show placeholders until your facility has photos, events, or cars. Sign in as a test customer who has linked cars and upcoming events, or add sample data before judging the layout.
Customers do not see my changesChanges save automatically, but customers may need to refresh the page or sign out and back in. Confirm you edited Customer app, not only Public website.
A section shows but has no dataTurn that section off until your team links cars, schedules events, or turns on billing. An empty section looks like something is broken.
Header buttons do not workCheck each header action’s link target. Call us needs a valid phone number from your facility settings. Contact should open your inbox or contact flow if enabled.

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What to do next