# Add and manage customers > Let customers sign up through your own link or add them yourself, then manage, verify, restore and email them. - URL: https://kb.voipcloud.online/au/partners/add-and-manage-customers/ - Section: Partners › All partners - Type: guide - Applies to: All countries - Last reviewed: 2026-11-09 Every customer you sign up appears on the **Customers** tab of your partner portal. This guide covers getting customers in, opening their account and call flow, verifying them, restoring deleted accounts and keeping in touch. ## Before you start - Sign in to the partner portal as an administrator. - New customers start on a 30-day free trial. See [What happens at the end of the free trial](#what-happens-at-the-end-of-the-free-trial). ## Let customers sign up through your own link Customers who sign up through your signup link get a 30-day free trial account under your **Customers** tab. 1. Go to **Settings** › **Customer Portal**. 2. Find your partner ID. It's the number at the end of the **Default signup URL**. The **Default customer portal URL** ends with the same ID after `partnerId=`, with an `i` in front for white-label partners. 3. Add Google reCAPTCHA keys. They're required: without them, customers can't sign in or change their password, and **My details** shows a warning. Create a site key and secret in Google's reCAPTCHA admin console (see [reCAPTCHA keys](https://kb.voipcloud.online/au/partners/wholesale/recaptcha-keys/) for the Google steps). Under **Advanced Site settings**, paste them into **Google Recaptcha site key** and **Google Recaptcha secret**. 4. To use the system-generated links: - Copy the **Default signup URL** into **Signup URL**. - Copy the **Default customer portal URL** into **Login URL**. 5. Click **Update**. 6. Share the signup URL with prospects, for example on your website. Existing customers sign in with the login URL. **Important:** Leave **Signup confirm URL** empty when you use the system-generated links. The system adds the confirmation link to the customer's confirmation email itself. Fill it in only if you host your own signup pages. ## Add a customer yourself Use this when you don't want the customer to sign up through the signup link. 1. Go to **Customers** and click **Add**. A new account appears in the panel on the right. 2. Fill in all required fields, such as **Email ID (login)**, **First Name**, **Last Name** and **Phone**. 3. Click **Create**. A new account created on the 30-day free trial gets a trial credit on its balance. ## Open a customer's portal or call flow 1. Go to **Customers** and select the customer. 2. Click one of these buttons in the right panel: - **Manage** opens the customer's full portal, with all its tabs, so you can order services or check reports for them. - **Call flow** opens only the customer's PBX (call flow builder). It's shown only when the customer has a PBX. ## Verify a customer account Customer accounts must be verified. Verification keeps spam and fraudulent accounts off the platform. It's separate from credit card verification. 1. Go to **Customers** and select the customer. 2. On the **Details** tab, under **Verification**, set **Verification Status** to **Verified**. 3. Click **Update**. If the account's **Status** is **CANCELLED**, **TRIAL EXPIRED** or **UNQUALIFIED**, you're asked to confirm, and the status changes to **ACTIVE**. Other values you may see in **Verification Status** are **Not Verified**, **Phone verification required**, **Identity verification required**, **Manual identity verification submitted**, **Utility bill / business registration required**, **Utility bill / business registration submitted** and **Verification Rejected**. Only white-label partners can change **Verification Status**. Channel partners see it read-only; the provider verifies their customers. ## What happens at the end of the free trial 30 days after an account is created on the trial: | Status | Verification Status | What happens | | --- | --- | --- | | **TRIAL** | Anything except **Verified** | The system closes the account and sets its status to **TRIAL EXPIRED**. The customer and their administrators get an email. | | **TRIAL** | **Verified** | The system changes the account to **ACTIVE** automatically. | A **TRIAL EXPIRED** account changes to **ACTIVE** automatically once it's verified. Verify trial customers you want to keep before the 30 days are up, so their service isn't interrupted. For what trial customers can and can't do, see [Your free trial](https://kb.voipcloud.online/au/getting-started/free-trial/) (a customer article you can send them). ## Restore a deleted customer 1. Go to **Customers** and click **Show deleted**. The list now includes deleted accounts. The button is a toggle: click it again to hide them. 2. Select the deleted customer. 3. On the **Details** tab, click **Restore Deleted**. ## Check customer notifications The billing system creates notifications about your customers, for example overdue invoices, payment failures and service usage report emails. 1. Click **Notifications** at the top right of the partner portal. 2. Review new notifications and follow up with the customers concerned. Check notifications regularly so you can deal with problems before customers are suspended. ## Send an email to many customers 1. Go to **Customers** and click **Mass email templates** on the left. 2. Create a template, or edit an existing one. 3. Click **Mass email** on the left and select the template. 4. Click **Send Email to Recipients**. ## Check it works - Open your signup URL in a private browser window. The signup form should load, and a test signup should appear on your **Customers** tab. - After verifying a customer, their **Verification Status** shows **Verified** when you reselect the account. ## Next steps - [Customer billing](https://kb.voipcloud.online/au/partners/customer-billing/): charges, invoices and credit. - [Customer account settings](https://kb.voipcloud.online/au/partners/customer-account-settings/): every section of a customer's **Details** tab. - [Partner portal overview](https://kb.voipcloud.online/au/partners/partner-portal-overview/): control which customer portal pages your customers see. - [Partner API](https://kb.voipcloud.online/au/partners/partner-api/): register customers from your own website.