Using the Client Portal

Welcome!

The client portal is an area we've put together for you to view & manage your information, as well as upcoming and previously booked jobs & events.

Managing your information;

• Viewing & updating your company details
• Viewing and updating the details we have for your staff, including billing contacts.
• Archiving or restoring information about your staff, such as when people resign or go on long-service leave

Manage your events & bookings

A number of facilities are included to allow you to view & manage event bookings anytime, confirming any bookings you've made, obtaining contact names and numbers for us closer to the event.

These include;

• View any upcoming events you've booked with us
• Updating the information for any upcoming events which are yet to be confirmed
• Add in new bookings for events
  • Where, when and what the event or job is
  • Upload documents, maps, brochures, event plans to pass onto us and our staff
• Re-book previously booked events for a future date
• View contact details for the person-in-charge of our staff at your event on the day
• Download any documents we've added to the event - eg. risk assessments, maps of where our staff will be located, etc

Depending on how it's setup, you may also have access to;

• View roster information such as who's been assigned to the event, their ID photo, & skills & qualifications
• Upload documents related to your events

View historical information

• View previous events which have been booked
  • Re-book any of these for the future
• Download any post-event documents which were uploaded (depending on how we've configured this area)
• View stats from the event, eg. the number of people assisted & referred