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 link via email. They can click on their link, enter their email to receive a magic link to view their bookings.

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.