The Client Portal is a secure shared page for the client side of a gig. Clients can use it to sign, view key gig details, make card payments when enabled, and update event preferences without creating a GigOrganizer account.
What Clients Can Do
- View event details and payment status
- Sign the contract when an e-signature is pending
- Download available documents
- Pay by card when Stripe Connect is active
- Share preference updates with you
Preference Fields
- Point person name and phone
- Event planner or coordinator contact
- Payment contact
- Authorized signer / designated signatory details when the client delegates signing
- Meal provisions (provided / buyout / not provided)
- Attire requirements
- Special requests
- Guest count
- Event color palette (Pro — see Color Palette)
Contact Roles
The portal can collect separate people for different jobs on the event:
| Role | Purpose |
|---|---|
| Authorized Signer | Person who can review and sign the contract |
| Point Person | Day-of contact for arrival and event logistics |
| Planner | Event planner or coordinator handling logistics |
| Payment Contact | Person responsible for payment questions |
These roles help your communications go to the right person instead of treating every client contact as the same person.
Sharing the Portal Link
Organizers can share the client portal link via email directly from the gig details. On the Gigs page, open the Client Contacts chip or the Client Contacts & Portals module, then click Share Portal to send a branded email with the portal link to your client, an event planner, or a point person. You can also copy the portal link to share it manually.
The same module is also where you manage portal shares, contact roles, and which client-side fields each person can view or update.
How Access Works
- Clients receive a portal link in their signing email
- No account required — access via secure token link
- Links are valid for the duration of the contract
- Clients can only update preferences, not contract terms
- The portal can also be shared with a planner or point person when they need event-access details
Syncing Changes to Your Team
- Client updates preferences via their portal
- You see a "Client Updated" badge in the gig details
- Review the changes
- Click "Sync to Team" to send updates to your team members
Common Questions
Can clients change contract terms?
No. The portal only allows preference updates (meals, attire, point person, special requests).
Do clients need a GigOrganizer account?
No. They access the portal via a secure link in their email.