> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Hub settings

> What customers can do in Client Hub, when they are invited, and what they see on a visit.

Open **Settings → Client Hub**. This is the signed-in page for the customer. PDF layout for the estimate and the invoice is under [Estimate settings](/settings/estimates) and [Invoice settings](/settings/invoices), not here.

There are three tabs: **Estimates**, **Access & automations**, and **What customers see**.

## Estimates

**Allow accept / decline in Client Hub**

When this is on, a sent estimate shows in Client Hub and the customer can accept or decline there. When it is off, they are not offered those buttons in the Hub. You would approve another way, such as from the email.

If **Require e-signatures** is on under Estimates → Configuration, they still cannot accept in the Hub until they have drawn a signature, typed their legal name, and accepted your terms.

A deposit is set on each estimate, not on this page. Card checkout for that deposit uses [Jomioz Payments](/integrations/stripe). Once the estimate is past its valid-until date, accept, decline, and deposit are blocked.

**Estimate rules** on this tab is only a link. Expiration, one option versus several, and e-signature live under [Estimate settings](/settings/estimates).

## Access & automations

| Setting                                                                              | On                                                 | Off                                   |
| ------------------------------------------------------------------------------------ | -------------------------------------------------- | ------------------------------------- |
| Automatically send the Client Hub invite email when a job is scheduled               | They get an invite as soon as the job is scheduled | No invite from scheduling             |
| Automatically send the Client Hub invite email when an estimate is sent              | They get an invite when you send the estimate      | No invite from the estimate           |
| Automatically include the Client Hub login link in job, invoice, and estimate emails | Those emails contain a link that opens their Hub   | Those emails go out without that link |

The invite is how they get in. The login link is the button inside emails you were already sending.

**Add Client Hub to your website** is a snippet. Paste it where you want an **OPEN CLIENT HUB** button. The colour and the button shape follow **Settings → Communications → Email appearance**.

## What customers see

### Visits

Job number and the service address stay visible unless you hide them.

| Setting                                                                         | What the customer gets                                                                                                                                                                                                                                                                                                                      |
| ------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Show job number in Client Hub                                                   | The job number on the visit                                                                                                                                                                                                                                                                                                                 |
| Show service / job address                                                      | The address of the work                                                                                                                                                                                                                                                                                                                     |
| Use friendly status labels                                                      | Words such as “In progress” instead of the short internal status                                                                                                                                                                                                                                                                            |
| Allow “request a different time” and cancellation requests on a scheduled visit | They can ask to move or cancel that visit. This needs [business hours](/settings/company). Without hours, the option does not appear. They pick an open time when every assigned person is free. Slot spacing and drive-time limits follow Online Booking and Find a time when those are set. Public booking does not have to be turned on. |
| Minimum notice before visit (hours)                                             | Inside this window they cannot reschedule or cancel online and are asked to call. **0** means no window. The default is **24**. This is separate from the minimum notice on a public booking form. Both can apply.                                                                                                                          |
| Allow general messages to your team from Client Hub                             | They can send your team a message from the Hub                                                                                                                                                                                                                                                                                              |

### Requests from Client Hub

This lets a customer who is already signed in submit a request from inside the Hub. It is not the public form. Public forms, including the website embed and Instant quote, are under [Request forms](/settings/request-forms).