Help Center
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Help Center
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Getting Started
Quick Start GuideHow to searchGiggio Web Enquiry FormSharing Your Availability Calendar
Settings & Customisation
Putting your payment details on InvoicesCustom Email TemplatesTracking Web Form SubmissionsHow to Use a Redirect URL After an Enquiry Form is SubmittedHow to Get Your Giggio Calendar Feed as an ICS File
Clients
How to Set Up Multiple Contacts at the Same CompanyTagging Clients
Events
How to Add an Agency Booking in GiggioPreset Entertainment Options in GiggioPutting Multiple Dates on a ContractOnline Confirmation PagesScheduled EmailsHow to Set Up a Stock Item for Other ServicesMessage: "Sorry. This event is no longer available to be confirmed"Managing Time Zones for BookingsCreating Stock Notes for EventsClient PortalSaving and Reusing Email Sequences
Invoices & Payments
Adding your VAT number to an invoiceAdding Alternative Client Billing DetailsSetting the Next Invoice NumberHow to Delete an InvoiceMarking an Invoice as PaidCancel an Invoice PaymentHow to Process Part PaymentsSetting Up Card Payments (UK Users)Card Payments: [[pay]] Merge Field Not WorkingHow to Automate Invoices in Giggio
Performers
How to Book Performers and ActsCustom Fields on Performer Records
Reports & Expenses
Overview of the Expenses Section
Help & Troubleshooting
Email Providers’ SMTP SettingsError When Sending EmailsIssues logging In

Client Portal

The Client Portal gives your clients one link where they can see all details for their event. It keeps your communication clear and reduces repeated questions. This guide explains how to turn it on, how to share it, and what each section does.



  1. Go to Settings.
  2. Select Client Portal from the left menu.
  3. You will see several sections you can turn on or off.
  4. Choose the sections you want your clients to see.
  5. You can change these settings at any time.

The sections are:

  • Event details
  • Invoice details
  • Messages
  • Song choices
  • File downloads
  • Questionnaires

You share the portal through your email templates.

  1. Go to Settings.
  2. Open Email Templates.
  3. Add the merge field [[portal]] to any template.
  4. When you send the email, your client will receive a personalised link to their event.

You can insert the merge field by typing:

[[portal]]

If you add this to your Online Confirmation Autoresponder, clients receive their portal link as soon as they confirm the booking online.

Event details

Clients can check the event date, time, venue, and contact information. This keeps things clear and avoids confusion.

Invoice details

Clients can view all fees and invoices linked to the event.

They can see the status for each invoice and pay them if Card Payments are activated.

Messages

Clients can send you notes through the portal. These messages are sent to you by email and also appear on the event record. For example, a client can upload a running order or send key information for the night.

Song choices

Clients can search for songs through Spotify and add tracks to your PLAY list and DO NOT PLAY list. These choices appear on the event record and can be added to your job sheet.

File downloads

You can upload files such as insurance certificates or safety documents. Clients can download these at any time.

Questionnaires

You can build a custom form with text fields, dropdowns, or multi-choice answers.

These forms work well for pre-event checklists, access notes, and feedback. You will receive an email when a client completes a form, and the results will appear on the event page.

  • Add the portal link to your booking confirmation email.
  • Upload your common documents once so they stay available for all events.
  • Keep the number of sections simple for each type of booking.
  • Create a short pre-event checklist to gather the details you need most.

If you need support with the Client Portal, contact us through your Giggio account.


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