Once clients have been entered, they can then be given access to a client portal - a miniaturized version of the system where they can:
- 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 their past events
- Book new events in the system
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>/c
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.