> ## Documentation Index
> Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
> Use this file to discover all available pages before exploring further.

# The Client Portal

> What your client sees when they open their proposal link.

**The Client Portal is the branded web page your client visits to view and accept their proposal. Instead of emailing PDFs or printing quotes, you send a single link and your client can review everything online, on any device, in their own time.**

<Info>
  **This page covers features gated by Manager-tier permissions.** Managers and Admins have these by default; your administrator can adjust who has them in [Settings > Team](/settings/team).
</Info>

## What the portal looks like

The client sees the access-code entry (if you've enabled one), your branded hero, venue details, moodboard, arrangements with itemised or summary pricing, your terms, and a **Sign Proposal** button. They can also download a PDF or print the proposal from the top bar.

## Signing the proposal

The client clicks **Sign Proposal**, enters their full name and email, types their name to sign, and confirms. The acceptance is logged with the signer's name, email, IP address, and a timestamp.

## What happens when a proposal is signed

Once your client signs, several things happen behind the scenes:

| What happens                      | Detail                                                                                                                                                                                                                                                                                                                                             |
| --------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Proposal marked as accepted**   | The proposal status updates immediately and the portal switches to a signed confirmation view                                                                                                                                                                                                                                                      |
| **Event stays where you left it** | Signing on its own doesn't move the event forward. You can move it to **Quote Accepted** yourself, or it moves there automatically the moment you record the client's first payment (as long as the event is still at **Draft**, **Quote Sent**, or **Follow Up**). Reaching **Quote Accepted** is what reserves any hire items for the event date |
| **You're notified**               | Your location email and the event owner receive an email letting them know the client has signed                                                                                                                                                                                                                                                   |
| **Activity logged**               | The signature is recorded on the proposal activity timeline with the date and time                                                                                                                                                                                                                                                                 |
| **Signature stored**              | The client's name, email address, IP address, typed signature, and timestamp are all saved as a record of their agreement                                                                                                                                                                                                                          |

## 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.

<Tip>
  You're not limited to email and SMS. Copy the portal link and share it through WhatsApp, social media direct messages, or any other channel your client prefers. The link works the same way no matter how they receive it.
</Tip>

<Warning>
  If you've enabled an access code on the proposal, make sure you share the code with your client **separately** from the link. Sending the code and the link in the same message defeats the purpose of the extra security.
</Warning>

## Common questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## What's next?

<Columns cols={2}>
  <Card title="Proposals" icon="file-lines" href="/events/proposals">
    Build and send proposals that win bookings.
  </Card>

  <Card title="Sending Proposals" icon="paper-plane" href="/events/sending-proposals">
    Send your proposal to clients by email, SMS, or link.
  </Card>

  <Card title="Event Lifecycle" icon="arrows-spin" href="/events/event-lifecycle">
    Understand every status from draft to completed.
  </Card>

  <Card title="Payments & Deposits" icon="money-bill" href="/events/payments-and-deposits">
    Record deposits, balances, and track what's owed.
  </Card>
</Columns>