Inviting clients

Give your client access to their event so they can follow progress and weigh in on decisions without you having to send constant updates. It keeps them informed and reassured while you stay in control of the details.

Clients get a scoped portal limited to their own event. They can see how things are coming together and respond to approvals, but they never see your internal tasks, other clients, or any other events you're running.

This makes the client experience clean and focused. They get a clear window into the work that matters to them, presented with your agency's branding, while everything behind the scenes stays private.

Once a client has access, you can route decisions to them through approvals — for designs, quotes, menus, and anything else that needs their sign-off.

To see what your client experiences in their portal, read /help/client-portal-overview. To set up decisions for them to approve, see /help/creating-approvals.