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The client portal rolls out per organization. If you don’t see portal actions on your customers, contact support to enable it.
The client portal is a branded, secure space where your clients see their own events and everything that goes with them — the agreements to sign, the forms to fill out, the invoices you’ve shared, and updates from your team. Instead of chasing signatures and answers across email, you invite the client once and they have a single place to act. 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, with in-portal e-signing.

Invoices

Deposits, balances, and payment requests your team shares — 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

Updates and replies from your booking team, organized per event instead of long email threads.

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 — 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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Your brand, not ours

The portal carries your organization’s branding — name, logo, and colors — so it feels like an extension of your business rather than a third-party tool. This ties in with white-label contract signing so the whole client experience stays on-brand.

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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.