Your customers log into their client portal with a magic link. They enter their email address on the portal login screen, we email them a link, and they click it to go straight in. There are no passwords to set up or remember.
You can also send a customer their portal link yourself from a booking, and magic links can be sent in automation emails too.
Sending a customer their portal link
Please see How to add an Action button to have the option to Send Client Portal Link.
From your dashboard, select the Bookings icon.
Choose the booking you want to send a client portal link for, and click the Ellipsis (3 dots).
Click Send Client Portal Link.
The customer's name and email address will appear in the To box.
The default Subject is Your client portal link for {event title}.
The Message contains an Access Your Client Portal link. You can add any other text you need.
Click Send.
Each link only works once
A portal link logs the customer straight in the first time they click it. If they click the same link again, they'll be asked to enter their email address and request a new one.
This is deliberate. Customers can do a lot in their portal, such as claiming upsells and choosing items for their event, so a link that expires once it's been used can't be passed around or reused by someone it wasn't meant for.
If a customer tells you their link has stopped working, ask them to enter their email address on the login screen and request a new link.
Giving more than one person access
If you add more than one contact to a job, every contact gets their own client portal access. This is ideal for weddings and family events, where the couple, a parent, the planner or a friend helping to organise can all log in and see the booking.
Each person logs in with their own email address.
If a customer sees "BusinessContactCP not found"
This message appears when the contact on the job doesn't have an email address. It usually happens with contacts that were imported from a file without an email column, or with the sample leads that come with a new account.
Add an email address to the contact, then send the portal link again. Contacts created with an email address won't see this message.
Please watch the video below for additional reference.