Client Portal – Setup & View This tutorial will show you where to setup your Client Portal features, how to access a client portal, how to adjust permissions on a per event basis, and to provide you with a walk-through of how the Client Portal can be…

When you add an event, a client record is created that is linked to the event. Whenever you add a client (including when you add an event), a username and password is automatically generated for the client to access their account and planning tools. To let…

The system keeps track of when clients make their first change to their planner account. You are then notified via email that some changes have been made, but not what those changes are. You will have to log on to their planner account to see the changes…

1) Try to reproduce the issue yourself. Write down the client's username and password. Log completely out of DJ Event Planner and delete any logon cookies. Then enter the client's username and password into the client logon portal and see if you can log on.…

Click on the icon above to watch the video tutorial about Planning Only Clients What is a Planning Only Client? A Planning Only Client is a client who you want to give access to planning forms and the music request system but not have access to the financials…

When a client is "Locked Out", they can still log on to their account, but they can no longer change their event planning information or contact information. You would use the Client Lockout functionality to prevent your clients from changing their Event…