Page Comparison

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• Update their own details
• View events which they have already booked
  • View the name and contact number of the team leader whom has been assigned to the event
  • View the roster of people assigned to the event (configurable)
    • Show names, photo ID (particularly if security need to confirm any last minute additions), rostered times, specific skills & qualifications they need for the event (inc. downloadable certificates where relevant), and personal vehicle information (for instance, to arrange vehicle permits/passes where required)
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    • View the required-qualifications of people rostered (configurable)
  • Upload documents, files, maps, photos, etc to events your clients have booked (configurable)
  • Download documents your staff have uploaded to the event (configurable)
• View their past events
• Book new events in the system
  • Specify staff and resource requirements
• Re-book previous events

Any change of details will be emailed to admin staff of the group the client has been assigned to, and an email is also sent when clients have entered new events into the system. These emails serve as a notification and do not require any manual data-entry or intervention to save the changes - this is done automatically for you.

The address clients should use to access the client portal is:

https://<your site url>/

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client-portal

From there client contacts will enter their email address and password into the login page and be able to create new events. New events are set to 'To be confirmed' by default.

If enabled, clients can enter the number of staff they would like at the event when booking new events. This can be enabled via the 'Configuration' page in the settings menu.

Setting up the Client Portal for the first time

There are few things which need to be setup when getting the client portal ready for the first time - follow the instructions here for more information.

Accounts for Client-Contacts