How customers view their Client Portal

In your Bookings page, click on the Ellipsis (3 dots) menu on the Booking and click on Send Client Portal Link. Your customer/s will receive a magic link via email. They can click on their magic link to view their bookings - this link can only be used once. These magic links can also be sent via automation emails.

Please see How to add an Action button to have the option to Send Client Portal Link

1. From your dashboard, select the Bookings icon.

2. Choose the Booking you want to Send a Client Portal Link, and click on the Ellipsis (3 dots)

3. Click on Send Client Portal Link

4. The Customer's name (email address) will appear in the To box.

5. The default Subject will be Your client portal link for {event title}

6. The Message will contain a Access Your Client Portal Link. You can add any other text if necessary.

7. Click Send.

Please watch the video below for additional reference.