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Streamline how you serve customers with client portals for events

Enhance client communication, collaboration and satisfaction with our easy-to-use online client portal tool
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Make it easier for clients to do business with you and improve your customer service without adding headcount

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Simplify client interactions and save time

Our client portal software tool lets you automate many client-facing interactions like reviewing documents, assigning tasks and receiving payments. It also gives your customers an intuitive method for easily tracking their event details via a personal portal with their own custom login. And it’s mobile friendly so they can use it on-the-go.

Reduce friction in how clients pay you

When clients log into their portal, they can easily review invoices for their events as well as any scheduled payment reminders and auto-payments. And they can make real-time payments online whenever they want and save their debit or credit card details for future payments.

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Accelerate the document-signing process

Waiting on and reminding clients to review and sign essential documents is a huge hassle and can stifle the flow of your business. With our event management software, you can send email reminders for clients to review and sign proposals, contracts, and banquet event orders inside the portal, where they can also download PDFs of those documents.

Improve how you collaborate with clients

Via the portal, you and your clients can efficiently communicate and exchange vital event details. Share files that can be downloaded. Have clients complete online forms and questionnaires. Assign tasks to clients that they can track and mark complete. And create food-and-beverage packages with options they can choose from.

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Empower clients with value-add tools

Our client portal software also lets you offer value-added benefits to clients. Like event floorplan designs so clients can literally see their events take shape. Vision boards where you and clients can share, categorize, and comment on images. Event insurance options where clients can purchase event liability and cancellation insurance. And attendee lists where clients can manage guest details, RSVPs, and meal choices.

See why over 70,000 event and hospitality professionals rely on our client portals

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"Being able to offer our clients a personal portal that houses their information is so beneficial and makes it easy for our clients to keep track of everything for their event!"

- Shannon Gayron, Birch Wood Vineyards

A closer look at Planning Pod’s client portal features

Discover how event professionals elevate relationships with clients and boost revenues with our client portal

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Intuitive Portal Layout

Our client portal for events is easy-to-navigate and has tools your clients can start using on-the-fly. The home dashboard alerts them to items that require attention - like signatures and payments - so they always know what's next.
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Simple Access Settings

Global permissions let you turn on or off tools based on what you want clients to see and do. Invite clients into their portal in a few clicks ... the system then emails clients a link to set up a unique login.
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E-Signatures for Key Documents

Post proposals, contracts and BEOs to the portal where clients can review them and easily apply electronic signatures. Once signed, clients can download a PDF file of docs and you are notified in your master account.

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Invoicing and Fast Payments

Not only can clients view and manage their invoices in the portal. They can also make invoice payments at any time and can enter in their debit or credit card details for future payments.
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View & Edit Floor Plans

The client portal lets you share with clients any floor plan layouts you have built for their events. Plus you can give a client access to modify these floor plans if you wish.
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File Sharing + Downloads

Need to give clients access to documents or share files back and forth with them? Our file sharing tool lets you select which files to share and provides clients the ability to download those and share their own files.
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Tasks & Itineraries

To ensure clients finish required assignments, you can assign them tasks, set due dates and let them view and manage tasks in the portal. You can also give them view-only access to event itineraries / timelines.

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Shared Vision Boards

Want to brainstorm with clients and share visual ideas and insights? Via the vision board tool, you and clients can upload images; assign them to categories; give them names and descriptions; and even share comments.

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Forms & Questionnaires

If you need more input or feedback from clients, just create a form or questionnaire using the form builder tool in their event and request them to complete it. They will receive an email notification to fill out the form in their portal.
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Attendee Management

For clients who are managing their own guest lists, you can give them access to the event's attendee list tool. This way they can add/upload attendees; manage guest contact details; and track RSVPs and meal choices.
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Food-&-Beverage Selection

f you are a caterer or a restaurant, hotel or venue with food service, you can create food-and-beverage packages with item options, and clients can then select their preferred options in the client portal.
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Expanded Access Option

Need to give clients expanded access to additional tools? No problem. Just assign them to one of the four user groups in your account and adjust the access permissions to that group accordingly.

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