Client Portal That Actually Gets You Paid Faster
Give clients instant access to quotes, invoices, floor plans, and documents. They view details, click images, pay online, and sign forms - all from one link. No login required. Mobile-ready. Professional experience that wins bookings.
Before & After Client Portal Access
Before
- ❌ Emailing PDFs back and forth - clients lose files, can\'t view on mobile, need different apps to open them
- ❌ Clients calling constantly asking \'What does this table look like?\' because PDF has no images
- ❌ Waiting days for clients to pay because they have to do manual bank transfer or mail cheques
- ❌ Sending floor plans as separate attachments clients can\'t connect to the quote
- ❌ Client wants to show partner/family the quote but forwarding PDF looks unprofessional
After
- ✅ Send one link - clients view on any device instantly, no apps needed, works perfectly on mobile
- ✅ Clients click any item to see full image gallery - answer their own questions, reduce your emails by 70%
- ✅ Click \'Pay Now\' button and book instantly - deposits paid in 23 minutes instead of 3 days
- ✅ Floor plans embedded right in quote - clients see exactly what they\'re getting in one view
- ✅ Client shares link with partner who can view, comment, and book - professional collaborative experience
What is an Event Business Client Portal?
An event business client portal is an online interface where your clients can view quotes, see equipment images, review floor plans, pay invoices, sign documents, and track their booking status - all without needing to log in or download files. Clients receive a simple link, click it, and access everything related to their event in one professional, mobile-ready view. Event rental companies use client portals to reduce back-and-forth communication, speed up payments, and provide a modern booking experience that wins more business.
For marquee hire companies, furniture rental businesses, and equipment hire companies, the client experience directly impacts conversion rates and payment speed. Traditional methods (emailing PDF quotes, waiting for bank transfers, chasing signatures) create friction that slows bookings and frustrates clients who expect instant, mobile-ready experiences.
According to event industry research, businesses that provide interactive online quotes convert 35-40% more enquiries to bookings compared to those still using PDF quotes. Additionally, online payment options reduce average payment time from 5-7 days to 1-2 days, significantly improving cash flow.
Rhys from Alpha Hire on winning bookings through speed and client access:
"This is yesterday as an example. We had a quote or an email come in from a client. We sent her off the quote at 3:00 PM. She was so pleased - by 3:23 PM, we had a deposit paid in. 23 minutes!"
The client portal in GoodEvent Business and GoodEvent Docs was built specifically for event companies whose clients need to visualize equipment, share decisions with partners, and book quickly. Unlike generic online quote systems or customer portals that require logins and complex setup, this works with one simple link.
Why PDF Quotes and Email Attachments Fail Modern Clients
Clients today expect the same seamless online experience they get when booking hotels, ordering food, or buying anything else. PDF quotes and email attachments simply can\'t deliver that experience, and it costs you bookings:
Mobile experience is terrible: Your client is planning their wedding during lunch break, viewing your quote on their phone. PDF requires pinching and zooming to read text. Images are tiny thumbnails if included at all. Floor plans are unreadable. They give up and call the competitor who sent an interactive link they could actually view on mobile. According to industry data, 60-70% of quote views now happen on mobile devices, yet most PDF quotes aren\'t optimized for mobile viewing.
No visual product information: Client wants to see what your \'Chiavari chairs\' look like. PDF might have tiny thumbnail, or just text description. Client emails asking for photos. You email back with attachments. They email asking about different angle. Three emails later, you\'ve wasted 20 minutes and client is annoyed. Interactive portal lets them click any item and see full image gallery instantly - they answer their own questions without emailing you.
Changes require sending new files: Client calls wanting to add tables. You update quote and email new PDF. Now client has two PDF files in their inbox. Which one is current? They forward the old one to their partner by mistake. Partner asks questions based on wrong information. Confusion and frustration. With client portal, you update quote once and client sees changes immediately when they refresh the link - always viewing current version.
Can\'t book or pay from PDF: Client is ready to book at 10pm Saturday evening. PDF has your bank details but they need to log into online banking, set up payee, make transfer, then email you to confirm. Too much friction. They decide to "do it tomorrow" and tomorrow they\'ve changed their mind or found someone else. Interactive portal has "Pay Now" button - they click, pay, booked. Done in 2 minutes.
Difficult to share for group decisions: Most event bookings involve multiple decision-makers (bride and groom, event committee, corporate team). Client needs to share quote with partner. Forwarding PDF as email attachment looks unprofessional and partner needs right app to open it. Sharing portal link is simple - partner clicks and sees beautiful interactive quote that makes your business look modern and professional.
No tracking or insights: You send PDF quote via email. Did client open it? Are they interested? You have no idea. You wait 3 days and send follow-up email blind. Portal shows you when client viewed quote, how long they spent looking, which items they clicked on. You follow up at the perfect time with relevant information.
Payment friction kills cash flow: Bank transfers take 3-5 days. Cheques take a week. You\'re essentially offering interest-free credit because clients can\'t easily pay immediately even if they want to. Online payment in portal means instant payment when client is ready to book - dramatically improves cash flow.
These aren\'t small inconveniences. They\'re friction points where you lose bookings to competitors who make the process easier.
Margaret from North Down Marquees on winning competitive quotes through speed and client experience:
"Thanks to GoodEvent, I sent a complete quote - including images and pricing - before I even left the client\'s driveway. The client had my quote and phone number in their inbox before my competitors had even left their office! We won the contract because we were first to respond."
How GoodEvent Client Portal Works
The client portal is accessed through shareable links - no logins, no apps, no complexity. Just send link, client clicks, they see everything:
Step 1: Create quote or document (same process as always)
Build your quote in GoodEvent Business as normal, adding equipment, pricing, and any notes. Or create form or document in GoodEvent Docs. The system generates your professional branded quote or document automatically.
Step 2: Client portal link generated automatically (instant)
System creates unique shareable link for this quote/document. Link is secure but doesn\'t require client to create account or remember password. This is critical - requiring login reduces conversion by 30-40% because clients abandon the process when asked to create accounts.
Step 3: Send link to client (10 seconds)
Copy link and send via email, text, WhatsApp, or any messaging platform. Client receives link in format they prefer. Include personal message if you want. Link works immediately - no waiting for client to "activate account" or "verify email".
Step 4: Client opens portal on any device (instant)
Client clicks link and portal opens in their web browser. Works on iPhone, Android, desktop, tablet - any device with internet browser. No apps to download. No special software needed. Loads fast even on mobile data connection.
Step 5: Client explores quote interactively (at their pace)
They see your branded quote with all equipment listed. Click any item to view full-size images from multiple angles. Scroll through gallery without leaving the quote. See floor plans embedded if you\'ve created them with GoodEvent Layout. View site maps if you\'ve attached them from GoodEvent Maps. Review your terms and conditions. Calculate costs. All in one seamless interface designed specifically for viewing event quotes on mobile.
Step 6: Client shares with decision-makers (simple)
Wedding client shares link with partner. Corporate client shares with event committee. They all view the same current quote. Can discuss it together. Everyone sees the same professional presentation. Your business looks organized and modern.
Step 7: Client ready to book - clicks Pay Now button (if enabled)
When ready to proceed, client clicks "Pay Now" or "Book Now" button. Secure payment screen opens (powered by Stripe). They enter card details. Payment processes instantly. System sends them receipt automatically. Your business receives notification. Booking confirmed. Links with online payment features for instant deposit collection.
Step 8: Booking converts automatically (no re-entering)
Once payment received, quote converts to confirmed booking in your system automatically. All equipment, dates, and client details flow through. Nothing needs re-entering. Client receives booking confirmation. You see it in your calendar. Equipment allocated to that date automatically.
Step 9: Client tracks booking status (ongoing access)
Portal link remains active. Client can return anytime to view their booking details. See what equipment is confirmed. View floor plans again. Download invoice copies. Check delivery times. All information accessible without calling you. Reduces your admin burden significantly.
Step 10: Sign documents digitally if needed (seamless)
If quote requires signature (terms acceptance, contract signing), client signs directly in portal using e-signature feature. Touch screen signature on mobile or mouse signature on desktop. Signed document stored automatically. Both parties have copy. Legally binding. No printing, scanning, or physical paperwork.
Total time from sending link to receiving payment: Can be as little as 5-30 minutes if client is ready. Compare to 3-7 days with traditional PDF quotes and bank transfers.
Client Portal Capabilities That Win Bookings
Interactive image galleries: Every equipment item in quote has clickable image. Client clicks and views full gallery - multiple angles, detail shots, items in use at real events. They can zoom, scroll through images, see exactly what they\'re hiring. Eliminates 70% of "what does this look like?" emails. Particularly valuable for furniture rental companies where clients care deeply about aesthetics. Images make products tangible and help clients visualize their event.
Embedded floor plans and site maps: If you\'ve created floor plan with GoodEvent Layout, it appears directly in client portal embedded in quote. Client sees visual representation of how their space will look. Can zoom in to see table arrangements. View from different angles if you\'ve created multiple layouts. Site maps from GoodEvent Maps show delivery access and equipment placement. Visual planning tools dramatically increase booking confidence.
Mobile-optimized viewing: Portal automatically adjusts to screen size. Perfect experience on phones (where most clients view quotes today). Text readable without zooming. Images display beautifully. Buttons sized for thumb tapping. Navigation intuitive on touch screens. According to user research, mobile-optimized quotes convert 45% better than non-optimized quotes because clients can actually use them.
Real-time updates visible immediately: You make changes to quote (client requested addition or you\'re negotiating price). Client refreshes their portal link and sees updates instantly. No emailing new versions. No confusion about which quote is current. Always synchronized. This is particularly powerful during phone negotiations - make changes while talking to client, they refresh and see new pricing immediately. Paul from Monaco Events does this during site visits regularly.
One-click online payment: "Pay Now" button connects to secure Stripe payment processing. Clients pay with credit card, debit card, Apple Pay, or Google Pay. Payment processes instantly. Automatic receipt sent to client. Automatic confirmation sent to you. Booking moves to confirmed status in your system automatically. This single feature improves payment speed by 3-5 days on average compared to bank transfers. Links with invoicing system for complete payment tracking.
Shareable links for group decisions: Client can share link with anyone - partners, family, colleagues, venue coordinators. Everyone views same quote. Can discuss together. Multiple people can view simultaneously. Particularly valuable for corporate event planning where multiple stakeholders need to review and approve. Makes your business look professional and collaborative.
No login required - friction-free access: This is critical. Requiring clients to create accounts, remember passwords, or "activate" their access reduces conversion significantly. Your client portal works with simple link - click and view. Nothing to remember. Nothing to set up. Massive reduction in friction compared to traditional customer portals. Client can access from any device without signing in.
Quote view tracking and insights: You see when client viewed quote, how long they spent, which items they clicked on most, whether they shared the link. This intelligence helps you follow up effectively. Client spent 10 minutes viewing quote at 9pm last night? They\'re interested - follow up this morning. Client opened quote 5 times but hasn\'t booked? They\'re considering it - answer their unspoken questions. Client shared with 2 other people? Group decision happening - give them space but stay engaged.
Terms and conditions acceptance: Client can review and accept your terms directly in portal. They scroll through terms, tick acceptance box, provide signature if required using e-signature functionality. Confirmation recorded. Both parties have record. Makes booking process smooth and professional. No printing contracts, scanning signatures, or emailing PDFs back and forth.
Document library access: Attach additional documents to portal - safety information, venue guidelines, setup instructions, insurance certificates, product brochures. Client accesses everything in one place. No separate email attachments to lose. Everything organized and accessible. Particularly useful for festival events or large corporate events requiring significant documentation.
Automatic notifications to client: System sends automatic emails when quote is ready, when quote is updated, when payment is due, when booking is confirmed. Client stays informed without you manually sending updates. Reduces your workload while improving client communication. Emails contain links back to portal so client always has access.
Multiple language support: Portal interface works in multiple languages if you serve international clients. Equipment names and descriptions use your language, but interface elements (buttons, labels, instructions) can display in client\'s preferred language. Removes barriers for non-English-speaking clients.
Booking modifications self-service: For simple changes (client wants to add items), they can submit requests through portal. You review and approve. Client sees updated quote automatically. For larger changes, they contact you but can reference specific items by clicking them in portal rather than describing via email. Reduces miscommunication.
Payment plan display: If you\'ve set up payment plans with multiple payment schedule, portal shows client clear schedule - deposit due now, interim payment due on X date, final balance due Y days before event. Transparency builds trust. Clients can pay any installment by clicking relevant "Pay Now" button. Makes large bookings more manageable for clients.
Print and PDF download options: While portal is primarily digital, client can print quote or download PDF copy if they need it for records. Best of both worlds - modern interactive experience with traditional document backup if required. PDF generated from portal includes all current information, properly formatted.
How Marquee Hire Companies Use Client Portal
Marquee hire quotes are complex - large equipment packages, floor plans showing layouts, multiple delivery dates, significant deposits. Client portal makes this complexity accessible:
Typical marquee hire client journey:
Initial enquiry: Client emails requesting quote for wedding. You build quote including 12m x 18m marquee, lining, flooring, furniture, lighting. Create floor plan showing table layout. Send portal link.
Client views on mobile during commute home: Opens link on phone. Sees beautiful branded quote. Clicks marquee image and views gallery of similar installations. Shows partner when they get home - shares link via text. Partner opens on tablet.
Both review together that evening: Scroll through equipment. Click furniture items to see close-ups. View floor plan to visualize layout. Discuss which tables they prefer. Client clicks image of specific chair style to show partner.
Client makes decision 11pm that night: Ready to book. Clicks "Pay Deposit" button. Pays £1,500 deposit via credit card. Booking confirmed automatically. Receives confirmation email. You receive notification next morning when you check emails.
Total time from sending quote to deposit received: 6 hours. Compare to traditional PDF quote sent Monday, client calls Wednesday with questions about furniture, you email photos Thursday, they decide Friday, send bank transfer Monday, clears Wednesday. That\'s 9 days vs 6 hours.
Client makes changes 2 weeks later: Wants to add dance floor and extra tables. Calls you. You update quote while on phone with them. Say "refresh your browser". They refresh and see new items added with pricing updated. "Perfect, let me pay the difference now." Clicks "Pay Balance" button. Done in 5 minutes.
Week before event: Client opens portal again to check delivery time. Reviews floor plan to confirm layout with venue. Downloads invoice for records. All accessible without calling you.
Guys from Vibert Marquees on client feedback:
"Feedback from clients has been positive, with clients stating they love being able to see the images/plans and quotes all in one place and to be able to share this with their partners/family via the portal."
How Furniture Rental Companies Use Client Portal
Furniture rental quotes include many individual items - 50 chairs, 10 tables, 5 bars, linens, etc. Clients need to visualize specific styles and colours:
Typical furniture rental client journey:
Corporate event planner receives quote: Needs furniture for 200-person conference. You send portal link with quote including various chair styles, table types, staging elements.
Planner reviews at desk: Opens portal. Clicks each chair style to see detailed images. Prefers Style A for breakout rooms, Style B for main hall. Notes down preferences. Shares link with venue coordinator and AV supplier for coordination.
Venue coordinator reviews: Opens same link. Checks table dimensions against room capacity. Views images of staging to confirm it matches their setup. Emails planner "this works perfectly".
Planner seeks approval: Shares link with director who approves budget. Director opens portal on phone during meeting break. Reviews pricing. Clicks "Approve" (if you\'ve enabled approval workflow). Planner receives notification.
Booking confirmed: Planner pays deposit via portal. Receives booking confirmation. Venue coordinator automatically receives updated booking details because they\'re CC\'d. Everyone has same information.
Changes during planning: Event grows from 200 to 250 people. Planner calls you. You add 50 chairs and 5 tables while on phone. Planner refreshes portal and sees updated total. "Perfect, I\'ll pay the difference." Payment processed immediately.
Darren from My Tipi on reducing back-and-forth:
"Customers can click on images to see what stock items look like, rather than emailing me for pictures!"
That\'s the power of client portal - answering questions before clients need to ask them, and providing instant access to everything they need when they need it.
Common Client Portal Mistakes Event Rental Companies Make
Many event companies either don\'t use client portals at all, or use them poorly. These mistakes cost bookings and slow payments:
Mistake 1: Requiring client login or account creation
Forcing clients to create account with username, password, email verification kills conversion. 30-40% of clients abandon process when asked to sign up. They wanted to quickly view quote, not create another online account. Solution: Use shareable links that work without login. Client clicks, views, done. No friction.
Mistake 2: Portal that doesn\'t work well on mobile
Most clients view quotes on phones. If your portal requires desktop, isn\'t readable on small screens, or has tiny buttons, you lose bookings. Client tries to view on phone during lunch break, can\'t read it, gives up, calls competitor. Solution: Mobile-first design that works beautifully on phones. Text readable. Images display properly. Buttons sized for thumbs.
Mistake 3: Not including images of equipment
Client portal with just text and prices isn\'t much better than PDF. Clients need to visualize what they\'re hiring. Without images, they email asking for photos. You\'ve created portal but still dealing with endless photo request emails. Solution: Include clickable images for every item. High-quality photos from multiple angles. Show items in use at real events.
Mistake 4: No online payment option
Portal shows quote beautifully but client still has to do bank transfer to book. You\'ve solved the viewing problem but not the payment friction. Bookings still take 3-5 days to confirm. Solution: Enable online payment with Stripe. One-click "Pay Now" button. Instant bookings.
Mistake 5: Not updating quotes in real-time
Client has portal link but when you make changes, you email them new link instead of updating existing one. Now client has two links and doesn\'t know which is current. Defeats purpose of having portal. Solution: Update quote and existing portal link shows changes immediately. One link always shows current version.
Mistake 6: Making portal complicated to navigate
Too many tabs, menus, sections, options. Client just wants to see their quote, view images, and pay. Complex portal confuses them. They call you asking "how do I see the tables?" or "where\'s the payment button?". Solution: Simple, clear layout. Quote front and center. Images obviously clickable. Payment button prominent. Navigation intuitive.
Mistake 7: Not tracking client engagement
You send portal link and wait. No idea if client has viewed it, ignored it, or is interested. You follow up blindly 3 days later. Maybe they viewed 20 times and are very interested but had questions. Maybe they haven\'t opened it at all. Solution: Use portal analytics to see when client views quote and follow up intelligently based on their engagement.
Mistake 8: Portal doesn\'t match your brand
Generic-looking portal that could be any company. Doesn\'t have your colours, logo, or style. Looks disconnected from your other marketing. Reduces trust and professionalism. Solution: Branded portal with your colours, logo, and visual style. Consistent professional image across all client touchpoints.
The client portal specifically prevents these mistakes by being designed for event rental workflows from the start.
Why GoodEvent Client Portal is Different
Built for Event Businesses, Not Generic E-commerce
Generic customer portal software (designed for SaaS companies or online stores) doesn\'t understand event rental workflows. Jotform and Typeform are form builders, not event quote systems. DocuSign is for signatures, not complete quote viewing. Client portals built into accounting software (Xero, QuickBooks) are designed for viewing invoices, not interactive event quotes with floor plans and equipment galleries.
Event rental businesses need client portals that understand:
- Visual equipment catalogs: Clients need to see what tables, chairs, marquees, and stages actually look like, not just text descriptions
- Floor plan integration: Event layouts are visual - clients need embedded floor plans showing how space will look, not separate file downloads
- Group decision-making: Most event bookings involve multiple people (bride + groom, corporate committee, family members) who need to review and discuss together
- Mobile-first viewing: Event clients plan weddings and parties during lunch breaks, commutes, and evenings on their phones - not at office desktops
- Instant booking capability: Event clients make emotional decisions and want to book immediately when excited - not wait 3 days for bank transfer to clear
- Quote evolution through planning: Event quotes change as clients refine plans - need single link that always shows current version, not multiple PDF versions
GoodEvent client portal was built specifically for these event rental workflows, not adapted from generic business software.
No Login Required - Maximum Conversion
Unlike traditional customer portals that require clients to create accounts, GoodEvent client portal works with simple shareable links. Client clicks link and sees their quote immediately. No username to remember. No password to reset. No email verification. No \'activate your account\' steps.
This matters enormously for conversion. Industry research shows 35-40% of potential clients abandon quote viewing process when required to create accounts. They wanted quick look at pricing, not another login to manage. By removing this friction, GoodEvent portal converts more enquiries to bookings.
Competitor portals (Rentman, Current RMS, Goodshuffle) require client accounts with logins. This adds security they think clients want, but actually adds friction clients hate.
What Competitors Lack or Charge Extra For
Most event rental management systems either don\'t include proper client portals, or provide very limited functionality:
- Rentman: Client portal exists but limited to basic quote viewing. Image galleries not well-integrated. Floor plans separate downloads. Mobile experience poor. Requires client account creation.
- Current RMS: Client portal outdated interface. Not mobile-optimized. Limited visual elements. Feels like viewing spreadsheet rather than professional quote.
- Goodshuffle: Good mobile experience but designed for US wedding industry. Doesn\'t handle complex UK marquee quotes well. Limited equipment visualization.
- Generic form builders (Jotform, Typeform): Can create forms but not integrated event quotes with pricing, equipment, and floor plans
- Generic e-signature (DocuSign): Handles signatures but not complete quote viewing and payment workflow
GoodEvent includes complete client portal with image galleries, embedded floor plans, online payment, and mobile optimization as standard feature. No premium tier required. No per-client fees. Included for all users.
Industry Terminology and Workflows
We speak event rental language in client-facing materials:
- UK version: Marquee, furniture hire, deposit, collection dates, hire period
- US version: Tent, furniture rental, deposit, pickup dates, rental period
- Event-specific terms: Setup date, strike date, delivery window, site access
Client portal uses terminology your clients understand, not generic \'order\' and \'shipment\' language from e-commerce platforms.
Mobile-First Design
Over 60% of quote views now happen on mobile devices. GoodEvent client portal was designed mobile-first:
- Text readable without zooming
- Images display beautifully even on small screens
- Buttons sized appropriately for thumb tapping
- Navigation intuitive on touch screens
- Loads quickly even on mobile data connections
- Payment process optimized for mobile completion
Competitor portals were often designed desktop-first then awkwardly adapted for mobile. GoodEvent portal works better on phones than competitors\' portals work on desktops.
Margaret from North Down Marquees on mobile access:
"I can generate quotes instantly from anywhere - phone, tablet, or laptop. This allows us to respond to clients quickly. The quotes include images, so customers can visualize items before booking."
Client Portal Access & Compatibility
Access from Any Device
Client portal works on all modern devices:
- Desktop computers: Full-screen experience perfect for detailed review
- Laptop computers: Same full experience as desktop
- Tablets: Excellent for reviewing with clients during site visits or for clients viewing at home
- Mobile phones: Optimized experience for on-the-go viewing
No downloads required. No apps to install. Works in any modern web browser (Chrome, Safari, Firefox, Edge). Always up-to-date automatically.
No Login Required for Clients
Most important feature: clients don\'t need accounts, usernames, or passwords. They receive link, click it, view quote. That\'s it. Can access from any device without logging in. Can share link with others who also view without accounts.
For you (the event company), you have full admin account to manage quotes and portal settings. But your clients just get simple links.
Works with Other GoodEvent Tools
GoodEvent Business quoting: Client portal automatically generated for every quote created in GoodEvent Business. No separate setup needed. Build quote, send link to client, portal works immediately.
GoodEvent Layout floor plans: Floor plans created in GoodEvent Layout automatically embed in client portal alongside quote. Client sees visual representation of their space. Can zoom and explore layout without downloading separate files.
GoodEvent Maps site plans: Site maps created in GoodEvent Maps attach to quote and appear in client portal. Useful for outdoor events, festivals, or deliveries where client needs to understand site layout and access routes.
GoodEvent Docs forms and contracts: Documents created in GoodEvent Docs can be accessed through portal for client signature. Terms acceptance, safety forms, venue questionnaires - all signable directly in portal using e-signature feature.
GoodEvent Business online payments: "Pay Now" button in portal connects to Stripe payment processing. Client pays, payment confirms instantly, booking converts automatically in your system.
GoodEvent Business invoicing: Portal provides access to all invoices for a client\'s booking. They can view outstanding balances, payment history, and make payments directly through portal.
GoodEvent Business bookings: Once quote converts to confirmed booking through portal, client can return to portal anytime to view their booking details, delivery schedule, and event information.
Getting Started with Client Portal
Quick Start Guide
Enable client portal access (one-time setup - 5 minutes):
- Log into GoodEvent Business
- Go to Settings > Client Portal
- Enable portal feature
- Customize with your brand colours and logo
- Set which elements clients can see (pricing, images, floor plans, payment options)
- Save settings - portal now active for all quotes
Send first client portal link (30 seconds per quote):
- Create quote as normal in GoodEvent Business
- System automatically generates portal link
- Copy link from quote page
- Send to client via email, text, or WhatsApp with personal message
- Client receives and clicks link
- Portal opens showing your branded quote
Enable online payments for instant booking (one-time setup - 10 minutes):
- Connect Stripe account in payment settings
- Verify business details with Stripe (bank account, business registration)
- Set deposit amounts (percentage or fixed amount)
- Enable "Pay Now" button in portal settings
- Test with small payment to confirm working
- All future quotes now have instant payment capability
Track client engagement (ongoing):
- View quote in your system
- Check "Portal Activity" section
- See when client viewed, how long they spent, what they clicked
- Follow up based on engagement level
- If client viewed multiple times but hasn\'t booked, they\'re interested - address concerns
Update quotes clients already have (anytime):
- Client calls requesting changes
- Update quote in your system
- Changes appear immediately in their portal link
- Client refreshes browser and sees updates
- No need to send new link
Time to value: Portal working for first quote in 15 minutes total setup time. First booking through portal typically within 1-2 hours of enabling if you have active quotes out. Payment time reduced from 5 days to same-day.
Related Resources
Other GoodEvent Business Features
- Online Quoting - Create beautiful quotes that feed the client portal
- Online Payments - Accept instant payments through portal
- E-Signatures - Collect signatures directly in portal
- Invoicing - Clients view and pay invoices through portal
- Floor Plans - Visual layouts embedded in portal
- CRM - Track client interactions with portal
- Reporting - Analyse portal usage and conversion rates
GoodEvent Docs Features
- Form Builder - Create forms clients complete through portal
- E-Signatures - Digital signing within portal
- Document Templates - Standard documents for portal access
Industry Resources
- Marquee Hire - How marquee companies use client portals
- Tent Rental - Client portal for US tent rental businesses
- Furniture Rental - Furniture quotes with visual catalogs
- Wedding Planning - Client portals for wedding vendors
- Corporate Event Planning - Multi-stakeholder portal access
- Equipment Rental - Equipment visualization through portal
Complementary Tools
- GoodEvent Layout - Create floor plans that embed in portal
- GoodEvent Maps - Site maps clients view through portal
- GoodEvent Business - Complete quote-to-booking system with portal