Client Portals

How To Only Show Tagged Timeline Items In The Client Portal

Not every timeline item has to be added to the client portal when you activate it. So, here’s how to control which timeline items your client can see. When you activate your client portal in an event, you still have plenty of control over what your client can, and can’t see. While the entire timeline will show …

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How To Set Up & Configure Client Portals In ThymeBase

Here’s a step-by-step guide on how to set up and configure client portals in ThymeBase and control exactly which planning assets your client can access. Client portals are a fantastic way to collaborate with clients on their events with fewer emails. And fewer emails means a quieter inbox, less frantic scrolling through uber-long email threads …

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