A calm, branded space where every client follows progress, signs, pays and talks to your team. It feels like your business, because it is.
What your clients see: their event, their documents and their payments, under your brand.
The portal is where clients decide whether you are as organized as you promised.
Most clients meet your software before they meet your standards. Make sure it speaks for you.
The portal and your workspace read from the same event, so nothing a client sees is ever out of step with what your team knows.
A single home for progress, paperwork and conversation.
The whole operation behind the portal, visible only to your team.
Upload your logo, set your palette and choose how the portal greets your clients. Invitations, emails and the portal itself all carry your identity from the first click.
A clear view of what is done, what is next and what needs the client, with no guessing and no chasing.
Collect details, preferences and approvals in structured forms rather than scattered replies.
Floor plans, mood boards and menus in one tidy library the client can return to.
Send, sign and countersign in the portal. Signed copies are filed automatically.
Clients see what is due and pay in a few taps. You see it settle.
Conversations live with the event, so anyone on your team can pick up where another left off.
Logo, colors and welcome message are saved for every portal you open.
Add the details and choose what the client is allowed to see.
The client receives a branded email and creates their access in a minute.
Send contracts, invoices and forms from the same place, and watch them come back complete.
Milestones update as you work, so the client always knows where things stand.
Private by default. A client can never open them, even by accident.
Share a summary if it helps the relationship. Keep the working figures to yourself.
Clients see the progress, not the scramble. You decide how much of the work shows.
No. The portal works in any browser on a phone or a computer.
Yes. Choose per client and per event which modules are visible, from documents to payments.
Yes. Invite more than one person to the same portal, each with their own login.
Your brand appears throughout. Ask us about a custom domain for the portal during the founding access conversation.
The Founding Planner Beta is open. Early access, direct input on what gets built, and pricing locked in before public launch.
Empowering the people behind extraordinary events
