HOME / COMMUNITY Switch to knowledge base

Direct Link to Client Area for a Specific Client


Say you’ve prepared multiple quotes for a client. It would be useful to send the client a link to the estimates page of their admin panel. For example, there’s a link in the estimate email that has an auto login key. What would be useful is to be able to send a similar link to the client which takes them to the home page of their client area. That way you could email a client and just say something like click here to go your client area and then click estimates to view your quotes.

Better would be to be able to send the client directly to their estimates page or a specific estimate.

It could be in the More Options drop down.

Does this already exist?



Hi @cr123

I don’t believe this exists already. As always, we’ll leave this thread open for other users to add their vote and/or comments to.

1 Like


Can I +1 this myself? We really need this…

Also, a direct link to the quote or invoice in the client’s area…

1 Like


It would be really helpful to have the token @ClientAreaID@ added to the “New Statement Created”, or the ability to change wording shown on tokens, as my clients don’t understand that “Click here to view your statement”, will also take them to the client portal…





I asked for this feature ages ago.

1 Like