Choose When Portal Templates are Added to Events
By default, your portal templates are added when the event is booked. You can change this setting two ways:
The first is by changing the default in your main Releventful Settings:
Visit Settings in the side navigation
Click Event Settings
Click Event Defaults
Change the Portal Template Run Default listed at the top
The second is by changing the default from the More Options button within the Portal Template (To-Do, Timeline, or Schedule Messages):
In the portal templates section (under Templates in the side navigation, then Portal Templates)
Click on the type of event you would like to service for your business (event types are listed across the top)
Then, Under Step 3: Planning / Setting up the Client Portal, click the edit (pencil button) to display your Portal Automations.
Click on the To-Do, Timeline, or Scheduled Message you would like to copy to open it, then
Select More Options
5. Then choose the portal condition:
