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How do I send a client their portal?
How do I send a client their portal?
Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

When you are setting up the booking proposal or creating the shoot, there is an "Email Link to Shoot" toggle in the "Settings" section. Enabling this will send the client portal link to your client once the shoot is booked. 

If you'd like to send it at a later time manually: 

  1. Edit a contact.

  2. Click the "Client Actions" button on the right-hand side of the window. 

  3. Click the "Email List of Shoots" button. 

You can also find (and edit) the URL for your Client Portal login page on Settings > Branding > Brands in your Brand. The URL for the client portal shows up on the front of the card for each of your brands. 

To edit the portal URL, click "Edit" on the brand and edit the "Brand's Subdomain" in the modal. 

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