Request an event
Clients answer the intake questions you wrote, and the event reaches your coordinators complete.
Client portal
Give clients a window in, not a phone line.
Your clients request events, rate the staff who worked them and keep a favourites list, in a portal that carries your agency's name and logo.
A client asks for an event using the questions you set.
Clients ask for events in their own place
Each client gets a portal where they create new events themselves. The request does not arrive as a voice note or a long message that someone has to turn into an event. It arrives as an answer to questions you wrote.
You can customize the intake form to fit your business and your flow. You decide what you need to know before an event is worth planning, whatever your agency asks every time. The client fills it in once, and your coordinators start from a complete request instead of a first guess.
Clients see your agency’s own name and logo, not ours. To them it is your service, and it looks like it.
Rate the staff
Clients rate the people who worked their event, and the ratings go into your records.
Keep favourites
Clients mark the people they liked, and the list stays with that client.
Clients rate the staff who worked their event
The people who watched the work say how it went. Clients rate the staff who worked their event, and those ratings go straight into your own records.
The next time you pick people for that client, or any other, you work from what clients said and not only from what you remember. You do not chase feedback by message, because the client gives it where they already request their events.
Favourites, without handing over your roster
Clients also keep a favourites list. When a client liked someone who worked their event, they can mark them, and the list stays with that client.
What clients can see is limited on purpose.
What they see
Limited information about the staff assigned to their events.
What they do not see
Phone numbers and documents.
Control stays with the agency
A portal only helps if you can run it your way. You can turn it off per client, so a client who prefers to phone you can keep doing that, and one who likes the portal can have it.
Clients need no training. They create a request, rate staff and keep favourites, and that is all the portal asks of them.
Who this is for
It suits agencies whose clients keep asking the same questions by phone, and whose coordinators rewrite those answers into events by hand. It also suits agencies that already have favourite people for favourite clients and no good place to record why.
If your clients book rarely and prefer to talk, switch the portal off for them. The agency decides, client by client.
Frequently asked
What can clients see about our staff?
Clients see only limited information about the staff assigned to their events. They do not see phone numbers or documents.
Do clients need training?
No. Clients do not need any training to use the portal.
Can we turn the portal off for a client?
Yes. You can turn the portal off for each client separately.
Does the client portal show our name or yours?
Your agency's. Clients see your own name and logo.
See the whole product in 9 minutes.
If you’d rather talk it through, book a call with the founder and bring your own events.