What the portal looks like
When your client opens their portal link, they see a polished, branded page that walks them through everything they need to know about their event. Here’s what they’ll find, from top to bottom:Access code entry
If you’ve turned on access code protection for the proposal, your client will see a simple code entry screen before anything else. They type in the code you shared with them, and the portal unlocks.Hero section
The first thing your client sees after entering is a large welcome area with your introduction message and a background image. This sets the tone for the entire proposal and gives you a chance to personalise the experience.Venue details
The venue name, address, and any relevant details you’ve added to the event are displayed clearly so your client can confirm everything is correct.Moodboard gallery
If you’ve uploaded inspiration photos, they appear here as a gallery. This helps your client see the overall vision for their flowers and feel confident you understand their style.Arrangements
This is the heart of the proposal. Your client sees every item organised by group (like “Bridal Party”, “Ceremony”, or “Reception”), with:- Photos of each arrangement
- A description of what’s included
- Pricing per item or per group
Terms and conditions
Your terms appear near the bottom of the portal so the client can read them before accepting.Accept button
A clear call-to-action button at the bottom lets the client move forward with accepting the proposal.Accepting the proposal
When your client is ready to go ahead, the acceptance process is quick and straightforward.Sign the proposal
They have two ways to sign: type their name (which appears in a handwriting-style font) or simply confirm their acceptance. Either way, their agreement is recorded.
What happens when a proposal is accepted
Once your client signs, several things happen behind the scenes:| What happens | Detail |
|---|---|
| Proposal marked as accepted | The proposal status updates immediately |
| Event ready to progress | You can now move the event to Quote Accepted to confirm the booking and reserve any hire items |
| You’re notified | You receive an email letting you know the client has accepted |
| Activity logged | The acceptance is recorded on the proposal timeline with the date and time |
| Signature stored | The client’s name, email address, IP address, and timestamp are all saved as a record of their agreement |
Paying a deposit
After accepting, your client can pay their deposit directly through the portal. They don’t need to call you or arrange a bank transfer — they can pay online straight away while they’re still on the page.Client comments
If you’ve enabled comments on the proposal, your client can leave questions and feedback directly on the portal. This keeps all communication about the proposal in one place rather than scattered across emails and text messages.View tracking
You can see when your client first opened the portal and how many times they’ve viewed it. This is helpful for knowing whether a client has looked at your proposal or if you need to follow up because they haven’t opened it yet.The frozen snapshot
Your client always sees the version of the proposal that was last published. If you make changes to the quotation after sending, those changes won’t appear on the portal until you republish the proposal. This protects you from accidentally showing a half-finished update to a client.Common questions
Can the client see changes I make after sending?
Can the client see changes I make after sending?
Not automatically. The portal shows the version you last published. If you update the quotation, you’ll need to republish the proposal for those changes to appear on the portal.
What if my client loses the link?
What if my client loses the link?
You can resend the proposal at any time from the event page. The link stays the same, so if they bookmarked it previously, that bookmark will still work.
Is the signature legally binding?
Is the signature legally binding?
The portal records the client’s name, email, IP address, and the exact time they accepted. While this provides a strong record of agreement, you should consult your own legal adviser about what constitutes a binding contract in your area.
Can I disable the access code after sending?
Can I disable the access code after sending?
Yes. You can turn the access code on or off at any time from the proposal settings. If you turn it off, the client can access the portal directly from the link without entering a code.
What’s next?
Proposals
Build and send proposals that win bookings.
Sending Proposals
Send your proposal to clients by email, SMS, or link.
Event Lifecycle
Understand every status from draft to completed.
Payments & Deposits
Record deposits, balances, and track what’s owed.