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Share the client portal

A branded page that shows your client how ready their event is, any time.

  1. Open the event's Approvals tab and find the portal card.
  2. Under Client people, set each person to Can approve or View only, then create a personal link for each of them. Clients don't create an account.
  3. The client sees readiness, approvals, questionnaires, shared reports and payments. Map pages stay private until you mark them visible to the client.

A personal link records exactly who approved or asked for changes. View-only people can follow progress and message you, but can't sign anything off. For everyone else, Shared links gives one link for a whole team. It's view only unless you choose Can approve.

On Agency and House plans the portal is white-label: your brand only, no “Produced with Mise”.

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