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How to View the Client Portal for Your Gig on BookLive

Giving your clients access to a music portal allows them to make payments, view their contract, update the event timeline, and select music from your library. This process saves you time and makes clients feel involved, leading to happier clients and better reviews.

Benefits: #

  • Saves time by reducing back-and-forth communication.
  • Involves clients in the planning process.
  • Enhances client satisfaction, leading to better reviews.

Prerequisites: #

Before you start, ensure you have the following:

  • A BookLive account.
  • A performance set up on BookLive.

Step-by-Step Guide: #

1. Log into Your BookLive Dashboard #

  • Open your web browser and go to BookLive Login.
  • Enter your email and password.
  • Click the “Log In” button to access your dashboard.

2. Navigate to the Performance #

  • Locate the performance for which you want to view the client portal.
  • Open the performance dashboard for the selected gig (e.g., “Harmony and Jake’s Wedding”).

3. Access the Client Portal #

  • On the left-hand side of the performance dashboard, find and click the “Client Portal” tab.
  • In the “Client Portal” tab, you will see two options:
    • A button to “Invite the Client to a Portal,” which emails them an invitation link.
    • A button to “View Client Portal.”

4. View the Client Portal #

  • Click the “View Client Portal” button.
  • This will load the client portal, showing what your client sees.
  • You will have the same functionality and features as the client, allowing you to see how everything is set up on their end.

Conclusion: #

You’ve successfully accessed the client portal for your gig on BookLive. This allows you to understand what your clients see and ensure that their experience is seamless and efficient.

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