You can watch the video tutorial for a quick walkthrough, or follow the step-by-step instructions below to set it up.
1. Click “Estimates”
2. Double-click on the estimate you want to change the theme settings
3. Click “Preview”
4. Go to the bottom of the window and Click “Theme settings”
Scroll down and you can see that we have two new options.
Show schedule tab in customer portal
Show calendar tab in customer portal
5. You can toggle them on or off depending on your needs
Show schedule tab in customer portal
6. Show calendar tab in customer portal
Once the theme settings are saved, you will see the next time the customer logs in, they’re going to see in the project sidebar that they now have access to both the calendar and the schedule view over.