Releventful

Learn how to create, customize, preview, and publish a portal template for a consistent client experience based on event type.

Creating a Portal Template

Learn how to use the Portal Template Creation Wizard to build, review, and customize a client journey for each event type.

Using the Portal Template Creation Wizard

Learn how to manage a client’s event portal, including tasks, forms, messages, documents, and client-facing information.

Managing the Client Portal

Learn how to preview the client portal and control which tasks, documents, messages, and event details clients can see.

Understanding What Clients Can See in the Portal

Learn how to manage portal access so the right clients, contacts, and employees can view and interact with an event.

Managing Portal Access

Learn how to create and manage client To-Dos with clear instructions, due dates, ownership, visibility, and completion tracking.

Managing Client To-Dos

Learn how to create and test planning forms that collect the information your team needs from clients throughout the planning process.

Creating and Managing Planning Forms

Learn how to edit planning form questions, required fields, and order, and verify how changes appear on existing events.

Editing Planning Forms

Learn how to upload and share documents through the client portal while controlling client access and verifying visibility.

Sharing Documents and Files Through the Portal

Learn how to use portal messaging to keep event communication organized and send messages and attachments to the right recipients.

Messaging Through the Portal

Learn how to include an outside recipient in a portal message without giving them portal access or access to previous conversations.

Adding an External Person to a Portal Message Without Giving Them Portal Access

Naomi Sherman

Learn how to create and manage portal templates, client access, planning tasks, forms, files, and communication throughout the client experience.

Portal Templates Client Portal

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