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Client portal availability is configured per organization. E-sign beta is in Private Preview, available only to the existing beta tester group. Signing up, choosing a paid plan, upgrading, contacting support, viewing a public demo, or inviting a client to the portal does not grant E-sign access.
The client portal is a branded, secure space where your clients see their own events and what goes with them: forms to fill out, invoices you’ve shared, and updates from your team. Eligible existing E-sign testers can also share agreements for signature. Each client’s portal maps to their record in your CRM. You invite a customer’s primary contact, they sign in, and from then on they see only their own customer’s events and documents.

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What clients see

The portal has its own navigation, separate from your staff workspace. In the portal, your gigs are labeled Events, the client-facing word for the same thing.

Dashboard

A welcome home base: what needs the client’s attention, upcoming events, an open-balance summary, contracts awaiting signature, and recent invoices.

Events

Every event linked to the client, each opening to its own workspace with the details your team has shared.

Contracts

Agreements shared across their events for organizations already in E-sign Private Preview. Hosted signing opens SignWell in a new tab; embedded signing is shown when available.

Invoices

Deposits, balances, and payment requests your team shares, with a clear view of what’s due and what’s paid.

Forms

Questionnaires and intake forms the client needs to complete, filled out right in the portal.

Messages

View updates made available for an event. This is separate from the crew Chat Private Preview and does not provide a client message composer.

Settings

The contact information you have on file, plus session and sign-out controls.

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The dashboard

The dashboard leads with an Action Required panel when there’s something to do, like a contract to sign or a form to fill. Below it, stat cards summarize upcoming events, open balance, contracts awaiting signature, and active events, followed by the client’s next few events and most recent invoices.

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An event’s workspace

Opening an event gives the client a focused workspace with tabs for its overview (date, location, status), contracts, forms, shared notes, payments, files, and messages. An event switcher lets them hop between their other events without leaving the workspace. If a form still needs their attention, the overview calls it out.
Payments, files, and messages are surfaces your booking team shares into. A client sees content there when your team provides it, and an empty state until then. Contracts and forms are the portal’s most active surfaces day to day.

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Organization branding

The portal carries your organization’s branding (name, logo, and colors) so it reads like an extension of your business, not a third-party tool. White-label contract signing has separate entitlement and configuration requirements for existing E-sign testers.

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How it maps to your CRM

Everything a client sees is scoped to their customer record:
  • You invite a customer’s primary contact to the portal.
  • When they accept and sign in, their account is bound to that contact and customer.
  • The portal then shows only that customer’s events, contracts, invoices, and forms.
Because the mapping runs through your CRM, the work you already do (converting leads, linking gigs to customers, assigning portal forms) is what populates each client’s portal.
Before you invite anyone, you can preview any customer’s portal to see exactly what they’ll get. See inviting clients.

Inviting clients

Send an invite, preview the portal, and manage access.

Contracts, invoices & forms

What clients do in the portal.

Customers

The CRM records the portal maps to.