Client Portal Setup

There are a few things which need to be setup before the client portal can be used in full - these are available in the ‘Configuration’ page, in the ‘Client Bookings’ button at the bottom left of the ‘Events' tab.

The ‘Event types’ refers to what types of events are shown when clients enter new events to be quoted/staffed (ie. if there are only certain event-types you would like to allow clients to use).

The ‘Default group assigned' refers to which group events are assigned to when they’re entered.