Revoking links

Stop a customer's page link working at once, for one customer or for every customer, and send new links if you want to.

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What it is#

A customer's page link works without a login, so anyone who has the link can open the page. Revoking a link stops it working straight away. You can revoke one customer's link, with or without sending them a new one, or revoke every customer's link at once.

When to use it#

Revoke one link when it may have reached the wrong person: an email forwarded by mistake, a shared inbox, a customer who has moved out. Revoke every link if you think many links have been exposed, for example after a lost phone that had your customer emails on it.

How to do it#

For one customer:

  1. Open the customer's record and find the Customer page card.
  2. Press Revoke to stop the link working and send nothing. You can send a fresh link later with Send link.
  3. Or press Revoke and re-issue to stop the old link and email the customer a new one in one step.

For every customer:

  1. On the Customers page, press Revoke all customer links. The button shows how many links there are, and is greyed out when there are none. On a phone it is under More.
  2. The dialog explains that every link stops working straight away.
  3. Leave Send everyone a new link now ticked to email a new link to every customer with an email address. Untick it to send nothing, so you can send links one by one later.
  4. Press Revoke all links.

What your customer sees#

With Revoke, nothing is sent. The old link no longer opens their page.

With Revoke and re-issue, or with the tick on when revoking all, the customer gets an email from your business with a new link to their page. The old link no longer works.

Customers with no email address on their record are sent nothing.

What happens next#

The Customer page card shows when the link was revoked. A message confirms what happened, for example that the old link no longer works and nothing was sent, or that a new link was issued and sent. Revoking all tells you how many links were revoked and how many new links were sent.

If you press Revoke on a link that was already revoked, nothing changes and the app says so.

Good to know#

  • Revoking a link does not change anything else about the customer: their visits, agreement and emails carry on as before.
  • Visit emails already in a customer's inbox carry a link to their page. After a revoke, that link stops working too. Send a new link so they can still reach their page.
  • Team members' page links are separate and are not affected. They have their own controls on the Team page.
  • The revoke all dialog has no separate cancel button: close it with the dialog's close control to leave without revoking.
  • Revoking works the same in automatic mode and in self mode.

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