Client Portal
Overview
Section titled “Overview”The Client Portal gives your clients a self-service view of their relationship with your venue — without needing a full Producit account.
What Clients Can Do
Section titled “What Clients Can Do”| Feature | Description |
|---|---|
| View quotes | See quotes you’ve sent them with full line item detail |
| Accept / decline quotes | Respond to quotes directly in the portal |
| View events | See their confirmed events with key details |
| View invoices | Check invoice status and payment history |
| Payment status | View invoice status and payment history while staff manage payments in the authenticated finance workspace |
| View documents | Access contracts, event specs, and shared files |
How It Works
Section titled “How It Works”- When you create a quote or share client-facing event details, they receive an email with a secure link
- The link takes them to the Client Portal — no account creation required
- They can view and respond from the portal; public invoice payment links require a separate token-scoped checkout release
Client Access
Section titled “Client Access”Clients authenticate via:
- Secure link — Time-limited link sent via email
- Invite-created client account — For repeat clients, staff send an invite; public self-registration is contact-only and does not create pending accounts
For Admins
Section titled “For Admins”Configure the Client Portal in Settings → Portals:
- Branding — Add your logo and colors
- Payment visibility — Configure invoice status and payment-history display
- Auto-notifications — Choose when clients are automatically notified