Creating Quick Links

Creating Quick Links

🔗 Managing Your ClientBAY Quick Links

The Quick Links feature allows you to create a personalized list of external web links that you frequently use, providing fast access directly from your ClientBAY platform.

You can view both your Personal Quick Links and any Company-added Quick Links from this centralized location.


All Quick Links are displayed under the Links tab (represented by a chain link icon) located in the upper right-hand corner of your ClientBAY system.


Follow these simple steps to add a link for quick access:

  1. Click the Quick Links icon in the upper right-hand corner of your ClientBAY platform.

  2. Select the +Add Personal button.

  3. In the prompt that appears:

    • Enter a Label for the link (This is the name that will appear in the list).

    • Enter the full URL (web address).

  4. Select Add.

Your new link will now appear on your Quick Links list.


You can modify the name or URL of any link you have personally added:

  1. Click the Quick Links icon to open your list.

  2. Locate the link you wish to modify.

  3. Click the three-dot action button associated with that Quick Link.

  4. Select Edit.

  5. Make the necessary changes to the Label or URL.

  6. Click Save.


If a link is no longer needed, you can easily remove it:

  1. Click the Quick Links icon to open your list.

  2. Locate the link you wish to remove.

  3. Click the three-dot action button associated with the link.

  4. Select Delete.

  5. Confirm the action when the system asks if you are sure you want to delete the Quick Link.

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