Help CenterDocuments & Client Portal
Client portal
A branded microsite where clients see docs, payments, and messages.
The client portal is a private, branded microsite for an event — one link where your client can do everything.
What clients see
- Overview — event details, date, and venue info.
- Documents — every shared doc, with viewing, signing, and payment in place.
- Payments — the schedule, what's paid, and what's due, with online payment.
- Discussion — message your team; replies land in the Discussion Center.
- Tasks — optionally, client-facing to-dos (like "send final counts").
Turning it on
Enable the portal from the event page's Client Portal tab, choose which modules are visible, and share the link. Branding (logo, colors, hero image) comes from your venue's portal settings.
Last updated 2026-07-25