How do I add banners and tiles to the customer portal?

Link homepage content to bookings, documents, and web pages.

  1. Open an editable portal under Settings > Customer Portal.
  2. Add homepage content blocks for a banner or a row of custom tiles.
  3. Set each item's image or text and destination: booking, web address, or published document or form.
  4. Preview the layout and publish the portal draft.
  5. Open the published portal as a customer and check each destination.

Documents open within the signed-in portal. External web addresses open in a new tab. A draft or unavailable document has no active link, so publish the destination too.

See Customer Portal.