Use the creation wizard to answer the event setup questions, then review the generated tasks, forms, and booking steps.
Why this matters
A portal template is a reusable starting point for an event type. The event portal is the view for one client. Build the repeatable experience once, then check a sample event to see what the client will actually receive.
Before you start
Check the event type and who should see the portal. An account role with portal editing access may be required.
In Releventful
Click Automations & Operations > Manage Portal Templates > Create workflow > Start new.
Enter the event type name and brand, then click Create draft.
Click Add workflow > Create with Rae, answer the journey questions and click Build draft with Rae; open each timeline item to adjust wording and timing.
Click Save draft, Review saved draft, Try the client portal and Review event impact before publishing.
How to make the most of this step
The wizard asks for the event type and the shape of the client journey. Describe the tasks and information your team needs rather than trying to configure every message by hand. After Rae builds the draft, select each timeline item for a manual edit. Save and review before the workflow affects live events.
A useful decision
Build the reusable journey around the event type: inquiry, booking, then client planning. Rae can draft the whole flow; select every item afterward to correct wording, visibility, due dates, and which items are on.
Check the result
Preview the client's portal and verify access. A template edit may need to be applied to an existing event separately.
Important to know
Saving a template does not automatically prove an existing client's portal changed. Review event impact, open the event portal, and inspect the client view before sharing it.