Share the plan with clients, keep your notes to yourself.
Run-of-show items, files and booking documents start private to your team. Tick what the client should see, send the booking as one link in the order you choose, and put your logo and colours on their portal.
Approve the stage on the floor planDue Oct 14 · JessClient visible✓Show in client portal · The client can see this task.
QuestionnaireGuest dietary needsSent 0 of 6 answered · Due Oct 30Send
Run of show · Event dayDoors open · welcome drinksMar 14, 6:00 PM · Harbour Hall foyerShared detailsCoat check opens at 5:45. Welcome drinks on the terrace.Private planner notesBar team in by 4:30. If it rains, drinks move to the east hall.✓Show shared details in client portal
1MO
gala
Harbour Lights Gala
Harbour Events156 days
OverviewPlanPeopleFinancesClient
Event dateMarch 14, 2027
LocationHarbour Hall
Your accessReply, approve, and answer
You’re all caught up
Waiting on you
You have no open tasks, forms, documents, or payments.
TaskApprove the stage on the floor planOct 14, 2026
QuestionnaireGuest dietary needsOct 30, 2026
Messages4 in conversation
Next steps1 task open
Questionnaires1 awaiting you
BookingDocuments up to date
Coming upMar 14, 2027 · Doors open · welcome drinks
New shared file: Harbour Hall floor plan.pdfJess shared Harbour Hall floor plan.pdf.
Approve the stage on the floor planDue Oct 14 · JessClient visible✓Show in client portal · The client can see this task.
QuestionnaireGuest dietary needsSent 0 of 6 answered · Due Oct 30Send
Run of show · Event dayDoors open · welcome drinksMar 14, 6:00 PM · Harbour Hall foyerShared detailsCoat check opens at 5:45. Welcome drinks on the terrace.Private planner notesBar team in by 4:30. If it rains, drinks move to the east hall.✓Show shared details in client portal
1In Maya’s portalMO
gala · Harbour Events
Harbour Lights Gala
156 days
OverviewPlanPeopleFinancesClient
You’re all caught up
Waiting on you
You have no open tasks, forms, documents, or payments.
TaskOct 14, 2026Approve the stage on the floor plan
QuestionnaireOct 30, 2026Guest dietary needs
Next steps1 task open
Questionnaires1 awaiting you
Coming upMar 14, 2027 · Doors open · welcome drinks
New shared file: Harbour Hall floor plan.pdfJess shared Harbour Hall floor plan.pdf.
Clients sign in at no costTheir portal is part of every plan.
Files start private to your teamNothing shows until you share it.
Your logo and coloursYour business name at the top, not ours.
They see the plan, not your notes.
Run-of-show items, files and booking documents start private. Tick what the client should see, and send the booking as one link.
One link for the bookingProposal, agreement, invoice, in your order.
Share a file when readyEvery version, and the client is told.
Invite when you are readyA secure invitation, or copy the link.
Switch it off per eventNothing on the event is deleted.
Doors open · welcome drinks Mar 14, 6:00 PM
Shared detailsCoat check opens at 5:45.Private planner notesIf it rains, drinks move to the east hall.Show shared details in client portal
Three things the portal does for you.
1 · ProposalDraft
2 · AgreementDraft
3 · InvoiceDraft
Send 2 documents
Send the booking in order
Move the documents into the order the client should work through, and send the ticked ones as one email.
Harbour Hall floor plan.pdfv3Client shared
Vendor list.xlsxv1Planner only
Run of show.pdfv2Planner only
Files stay yours until shared
Pick files and choose Share; they appear in the client’s Documents with every version.
HEHarbour Events
Harbour Lights Gala156 days
Your name at the top
Your logo and business name lead their portal, and its countdown and progress bar take your colour.