---
title: The customer's link — approve, pay and ask, with no account
keywords: customer, link, portal, approve, pay now, no account, requests, request service, history, claim
---

# The customer's link

Customers never need an account. Everything they do happens on a **link** the business sends —
by email from the app, or copied and texted.

- **Approve or decline** an estimate, with the total, line items and deposit in front of them.
- **Pay now** by card, for the deposit or the balance; a receipt follows by email.
- **See their history** and **request a visit** from their portal; a request lands in the office's
  inbox to be booked or answered.

If a link has expired, the office sends a new one (*Resend* on the estimate). The link is
personal to that customer and that estimate; do not forward it.