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How to Use Your Client Portal

Welcome to your Client Portal!


The client portal is a page made just for you! Here you can access everything we send you regarding you and your event, including invoices, forms, emails, and more all stored in one convenient place. Everything regarding your event is kept nice and organized on this page so you don't have to sort through all of your emails.  At the top of any page in the portal, you will see 4 tabs: Home, Appointments, Emails, and Profile. Here is a breakdown of the different sections in your client portal. 



Portal Login 

This is the first page that you will see! To access your client portal, all you will need is their email address and a password sent to you by the business owner. You can find your Client Portal by clicking the link on



Home Page

The Home page of the client portal will show you all of the new documents I have sent you! Most of the your time within the portal will be on this page. At the top of this page you will see my email address and phone number if you need to contact me directly. Then you will see a count of the recent Emails, Forms, and Invoices, that have been added to the portal. Underneath that breakdown, you can see the actual Contracts, Invoices, and Forms that need your attention. You can click on any of these documents to open that form and complete it. 



Contracts in the portal will be marked as complete after you enter in your signature. You will receive an email notification confirming that you signed the contract.



Clicking on an invoice will allow you to make a payment for that invoice. Once the invoice is paid in full, it will be marked as complete and removed from the Home Page. On your invoice, you will see a blue bar representing how much of that invoice has been paid.


Proposals will be marked as complete once you select any package listed and submit. Questionnaires will be marked as complete once all required fields are filled out and sent back. Signing a Sub-agreement will mark that form as complete. 


The Appointments page is where you will find more information for your event! First you will see a dropdown menu that you can click to access the various events we have worked on with you. 

Once you select an event, the Projects page will load up all of the information sent to you for this event. First you will see the Date, Time, and Location of that event. This is followed by the appointments that we have scheduled to go over your event. 


From here, you can scroll down to see all of the Invoices, Contracts, and Forms I have sent you. Unlike the Home page, the Projects page will show you all of these documents for this event, both Complete and Incomplete. Incomplete documents can be filled out here as well. The Completed documents are housed on this page so that you have a log of everything you have already finished for this event. If you want to download a Contract or Invoice for your record keeping, you can do by clicking on any of the forms and saving that as a PDF file. 









The Emails tab will show you the emails I have sent you regarding your event. This will include the emails that housed any document that is in the portal as well as emails I have sent. Your replies to any of these emails will also appear in the thread. While you cannot respond to the emails from within the portal, having the conversations here will allow you to view our communication history.  Below each email, you will be able to see when the email was received and when it was last viewed :) 










The Profile section of the Client Portal is where all of YOUR information is stored! The contact information we have on file will be shown to you on this page. If any information needs to be updated, you can click on the Gear Icon at the top right corner of this page. You can also add an your business information and add an additional contact through this menu.






Thank you for taking the time to go over the client portal with us! 

We're looking forward to working with you! 

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