A portal template is the reusable starting experience for one event type. Rae can draft the inquiry, booking, and planning steps; your team decides which are shared and when they run.
Before you start
List the information clients must provide, documents they should receive, and the booking and payment milestones your business uses.
In Releventful
Open Automations & Operations > Manage Portal Templates. Click New event type for a new service, enter its name and optional brand, and click Create draft. To revise an existing type, select it and click Edit workflow > Draft changes.
Click Add workflow > Create with Rae. Describe the whole client journey. For an existing plan, choose a document or voice note, prepare its text for review, correct it, then click Use reviewed text.
Choose whether Rae should write message drafts, use wording you provide, or mix both. Answer any questions about client tasks, payment dates, and reminders; click Build draft with Rae.
Open each card in Your draft timeline. Check which items are private, which are shared with clients, and which notifications are on. Use the full editor for forms, document files, and message timing.
Click Save draft, Review saved draft, and Try the client portal. Check a sample event as a client would. Click Review event impact and publish only the approved changes.