Client Portal and Preferences

How clients update preferences after signing and how to sync changes to your team.

2 min readTeam Management

The Client Portal lets clients update their preferences after signing the contract.

What Clients Can Update

  • Point person name and phone
  • Meal provisions (provided / buyout / not provided)
  • Attire requirements
  • Special requests

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

Syncing Changes to Your Team

  1. Client updates preferences via their portal
  2. You see a "Client Updated" badge on the purchase page
  3. Review the changes
  4. 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.

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