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Sharing the Customer Portal Link with Customers

Each lead and job has its own Customer Portal link. Add the portal link merge field to your templates so every customer automatically receives the correct link.

Add the Portal Link to a Template

  1. Open the email or SMS template you want to update.

  2. Place your cursor where the link should appear.

  3. Add the merge tag {{Customer_Portal_Url}}.

  4. Save the template.

For example:

Hi, view your booking, estimate and invoices anytime in your Customer Portal: {{Customer_Portal_Url}}
​

When the email or SMS is sent, Movermate replaces {{Customer_Portal_Url}} with that customer’s own portal link.

Where to Use the Portal Link

  • Quote and estimate emails, so customers can review and book in one click

  • Booking confirmation and reminder messages

  • Invoice and payment reminder emails

  • Day-before or service day messages, so customers can follow job progress

Important Reminders

  • Set up the portal before sending links to customers.

  • Each link is unique to one lead or job. Do not copy one customer’s link into another customer’s message.

  • Send a test email to yourself to check the link opens the right portal.

For any enquiries, contact the Movermate Product Experts at 📧 [email protected] We’re here to help.

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