Client portal overview

The client portal gives your client a clear, read-only window into their event. It's designed to keep them informed and involved without exposing your internal work.

In their portal, a client sees:

• The event timeline, so they can follow how things are progressing
• A budget summary, for a high-level view of the numbers
• Any approvals awaiting their decision

What they don't see matters just as much. Clients can't see your internal tasks, other clients, or any other events you're running. Each client's view is scoped strictly to their own event, so there's no risk of one client glimpsing another's work.

Because the portal is read-only, clients can follow along and respond to approvals, but they can't change anything in your plans. That keeps your agency firmly in control while still giving the client real visibility.

To route decisions to your client, see /help/creating-approvals. To give a client access in the first place, see /help/inviting-clients.