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Trust · Client Portal

Give every client a private hub they'll actually love logging into.

A branded, secure portal where booked clients see their timeline, quote, contract, payments, and inspiration — without another email thread or screenshot.

How it works

Step 1 of 4

Secure, branded access

Each client gets a private link tied to their event. No accounts to manage — just a beautiful, on-brand experience under your studio name.

Step 2 of 4

Live event roadmap

Clients watch the planner roadmap update in real time — milestones, due dates, and progress — so they always know what's next without asking.

Step 3 of 4

Quote, contract, and payments in one place

They review the quote, e-sign the contract, and pay deposits or balances directly from the portal — card-on-file ready.

Step 4 of 4

Messages, inspiration, and files

Share mood boards, upload inspiration photos, and message back and forth in a single thread tied to the event.

Real-world use cases

The anxious bride

She texts you every 3 days asking 'how's everything going?' two months before the wedding.

You send her the portal link once. She watches milestones tick off live and stops texting — because she can see it's handled.

The corporate planner

A coordinator needs to forward your quote, contract, and payment receipt to three different stakeholders.

One portal link covers all of it — clean, branded, and professional enough to send to a CFO.

The deposit chase

A booked client says 'I'll send the deposit this week' and then disappears.

They get an automated portal reminder with a one-tap pay button — no awkward follow-up from you.

Before vs. after PartyVault

Before

Doing it the hard way

  • Email threads with 14 attachments and no version control
  • 'Did you get my contract?' check-ins every other day
  • Venmo / Zelle / cashapp screenshots as payment proof
  • Clients texting at 11pm asking for the timeline again
  • Inspiration photos lost in Instagram DMs

After

With your PartyVault assistant

  • One private link replaces the entire inbox
  • Clients see contract status, signatures, and payments live
  • Deposits and balances paid in-portal with card-on-file
  • Real-time roadmap kills the 'any update?' texts
  • Inspiration uploads attached to the right event automatically

What you get

Private & secure

Tokenized access tied to each event — no public URLs, no shared logins.

Live planner roadmap

Clients see milestones complete in real time as you and your team work.

In-portal payments

Deposits and balances paid by card, receipts auto-issued, card-on-file ready.

Docs in one place

Quote, contract, invoices, and receipts — all signed and stored on the event.

Shared inspiration

Clients upload mood boards and photos that flow straight into the event file.

Smart reminders

Automations nudge clients on signatures, deposits, and prep — so you don't have to.

Questions decorators ask

Client Portal

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