> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/set-your-customer-portal-heading-and-url.md).

# Set your Customer Portal heading and URL

Customer Portal settings control the portal where customers view quotes, approve work, see invoices, and pay online. The page opens with an Enable Customer Portal switch: turn it on and select **Save** to bring the portal online and reveal the configuration cards below. Turning it off and selecting **Save** takes the portal offline for all customers until you turn it back on - your settings are kept, and turning it off asks you to confirm first.

Under Branding, the Portal heading is the title customers see when they land in the portal (up to 80 characters).

Under Portal URL you replace the default with a memorable slug after your portal prefix (shown on the page, e.g. essential.com/customer-portal/) - use 3 to 40 lowercase letters, numbers, and hyphens, starting and ending with a letter or number.

As you type, a banner shows whether the slug is Available or already in use. The current address appears under "Currently live at" with buttons to copy it or open it in a new tab. Branding and Portal URL each have their own Save.

The Customer-facing sections card on the same page controls whether customers can see Paid invoices, Signed quotes, and Asset group information in the portal. Turning one off hides that section for every customer. Action Required items, upcoming services, service history, shared files, and portal users still follow the portal's normal access rules.

![Customer portal settings](/files/zsrbOCHXpBo9LXYnIS1B)

> **Where to find it:** Settings -> Customer Portal, the Branding and Portal URL cards

## Related guides

* [Enable or disable the Customer Portal for all customers](/administration/settings/enable-or-disable-the-customer-portal-for-all-customers.md)
* [What your customers see in the Customer Portal](/administration/what-your-customers-see-in-the-customer-portal.md)
* [Set up your business profile: name, logo, brand color, contact, address](/administration/settings/set-up-your-business-profile-name-logo-brand-color-contact-address.md)
* [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md)
* [Add the intake form to your website](/administration/settings/add-the-intake-form-to-your-website.md)
* [Automate task statuses with Task Automations](/administration/settings/automate-task-statuses-with-task-automations.md)


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