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Keep client conversations with the event.

Each event has one conversation with its clients. Reply from your inbox, attach files, see whether a message was read, and ask the client for the documents you need.

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Shared conversation
Harbour Lights Gala
Maya Okafor, Harbour Trust · Sun 14 Mar 2027 · 220 guests
YouOct 8, 4:20 PM

Venue walk-through is booked for 20 Oct at Harbour Hall.

Read
Maya OkaforOct 9, 9:41 AM

The board approved the bigger stage. Can we see it on the floor plan?

YouOct 9, 10:05 AM

Here it is with the bigger stage. I’m sending the same plan to the venue today.

Harbour Hall floor plan.pdf 1.2 MB
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Harbour Hall floor plan.pdf 1.2 MB · Ready to attach or share
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Event documents2 files
Harbour Hall floor plan.pdf1.2 MB · Jess
Venue walk-through notes.pdf180 KB · Jess · Shared directly
No files have been shared for this event yet.
Messages
9 conversations · 0 unread
Maya Okafor10:05 AM
Harbour Lights GalaUnread
You: Here it is with the bigger stage. I’m sending the same plan to the venue today.
Priya Raman10:03 AM
Raman Product LaunchUnread
You: Thursday works. I’ve moved the AV walk-through to Thu 15 Oct.
Sofia Delgado10:01 AM
Delgado–Chen weddingUnread
You: Of course. That makes 166; I’ll update the guest list and tell the caterer.
Claire Whitfield9:58 AM
Whitfield 60th birthday dinnerUnread
You: Lovely choice. I’ll let the baker know today.
Hannah PikeOct 2
Morrow & Pike holiday partyUnread
You: Your signed agreement is in the portal.
Marcus BellOct 1
Cedar Valley harvest fundraiserUnread
You: The volunteer schedule draft is in Documents.
Maya Okafor9:41 AM
Harbour Lights Gala
The board approved the bigger stage. Can we see it on the floor plan?
Priya Raman9:33 AM
Raman Product Launch
Could the AV walk-through move to Thursday?
Sofia Delgado9:26 AM
Delgado–Chen wedding
Mum wants to add six to the guest list. Is that OK?
Claire Whitfield9:12 AM
Whitfield 60th birthday dinner
Cake tasting photos attached. We love the second one.
Shared conversation
Harbour Lights Gala
Maya Okafor, Harbour Trust · Sun 14 Mar 2027 · 220 guests
YouOct 8, 4:20 PM

Venue walk-through is booked for 20 Oct at Harbour Hall.

Read
Maya OkaforOct 9, 9:41 AM

The board approved the bigger stage. Can we see it on the floor plan?

YouOct 9, 10:05 AM

Here it is with the bigger stage. I’m sending the same plan to the venue today.

Harbour Hall floor plan.pdf 1.2 MB
Read
Message your client
Share an update, question, or next decision…
Harbour Hall floor plan.pdf1.2 MB · Ready to attach or share
Attach filesSend message
Event documents2 files
Harbour Hall floor plan.pdf1.2 MB · Jess
Venue walk-through notes.pdf180 KB · Jess · Shared directly
No files have been shared for this event yet.
Harbour Hall floor plan.pdf 1.2 MB
  • Read receipts, both waysYou see when they read it. So do they.
  • Saved replies in every workspaceFrom first answer to thank-you.
  • Attachments up to 15 MB eachFiles go both ways, on the event.

Nothing to search for later.

Every message, file and request sits on the event it belongs to, where you and the client both look.

  • Before the portalIt goes by email, from your business name.
  • Saved repliesPick one, change a line, send.
  • File requestsWith a due date. Shows Received.
  • View-only peopleThey can read, not reply.
Signed venue agreementThe copy River House countersigned.Due Nov 13, 2026Received

Open file

From the first email to the thread.

  • YouOct 2, 11:40 AM

    Thank you for getting in touch. Could we talk on Tuesday?

    Emailed directly

    Inquiry email

    Sent from your business name. Their reply comes to your inbox.

  • YouOct 9, 9:41 AM

    Your proposal is ready in your portal.

    Delivered to portal

    Portal thread

    Once they are invited, the same conversation continues in their portal.

  • YouOct 9, 9:41 AM

    Your proposal is ready in your portal.

    Read

    Read

    You see when each message was read, and they see yours.

The thread lives on the event, and so does everything else.

Answer the next client from one inbox.

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